Wealthbox
Navis
Transfer contacts, companies, deals, and more from Wealthbox to Navis. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to Navis migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Modern CRM for Financial Advisors
Wealthbox is an intuitive, modern CRM platform designed for financial advisors and wealth managers, offering contact management, task tracking, email sync, pipeline management, and deep integrations with custodial platforms.
Modern, intuitive design with minimal learning curve
The only complete hospitality CRM platform
NAVIS is a hospitality-specific CRM platform that unifies reservations, revenue management, and marketing teams around a single source of guest data. Now part of Revinate, it helps hotels and lodging providers drive more direct bookings through call center optimization and marketing automation.
360-degree guest profile from inquiry to loyalty
"The only complete hospitality CRM platform"
NAVIS is a hospitality-specific CRM platform that unifies reservations, revenue management, and marketing teams around a single source of guest data. Now part of Revinate, it helps hotels and lodging providers drive more direct bookings through call center optimization and marketing automation.
Ideal for: Hotels and lodging providers seeking to unify reservation sales, marketing, and revenue management with a complete guest CRM.
360-degree guest profile from inquiry to loyalty
Reservation Sales Suite for call center optimization
Marketing Suite for automated personalized messaging
RezForce 24/7 call overflow and after-hours support
Learn more at
thenavisway.com
See exactly which data objects transfer from Wealthbox to Navis
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to Navis.
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