Wealthbox
SplendidCRM
Transfer contacts, companies, deals, and more from Wealthbox to SplendidCRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to SplendidCRM 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
Prefer email? talk@ambrstack.com
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
Microsoft-centric open source CRM
SplendidCRM is an open-source customer relationship management application built on the Microsoft .NET framework, offering sales automation, email campaigns, and customer support. It provides full C# and SQL source code for deep business customization and integration.
Full C# and SQL source code provided
"Microsoft-centric open source CRM"
SplendidCRM is an open-source customer relationship management application built on the Microsoft .NET framework, offering sales automation, email campaigns, and customer support. It provides full C# and SQL source code for deep business customization and integration.
Ideal for: Microsoft-centric organizations seeking an affordable, open-source CRM with full source code access for custom integration and deep business customization.
Full C# and SQL source code provided
Microsoft Exchange and Google Apps integration
PayPal integration for payment processing
OData-like REST API for custom queries
Learn more at
splendidcrm.com
See exactly which data objects transfer from Wealthbox to SplendidCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to SplendidCRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
