Source
WealthEngine

WealthEngine

Destination
DealerPeak

DealerPeak

CRM MigrationStarting at $500

Migrate from WealthEngine to DealerPeak

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from WealthEngine to DealerPeak. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your WealthEngine to DealerPeak migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

WealthEngine vs DealerPeak

A quick look at both platforms to help you understand your migration path

Migrating from
WealthEngine

WealthEngine

Find Your Best Prospects with Wealth Intelligence

WealthEngine is a predictive analytics and wealth intelligence platform that helps nonprofits, financial services, luxury brands, and retail organizations identify high-net-worth prospects using data from over 60 sources covering 300 million profiles.

Founded 1991
New York, New York
Best for
Mid-MarketEnterprise
Industries
NonprofitFinancial ServicesWealth Management+3 more
Top Strength

Wealth data from 60+ sources covering 300 million US profiles and 122 million households

Migrating to
DealerPeak

DealerPeak

Data-driven CRM for enterprise dealerships

DealerPeak is an enterprise-wide automotive CRM platform that enables dealership groups to manage customers, sales, and marketing across multiple locations from a single login. It combines mobile capabilities, inventory management, AI-powered analytics, and advanced desking functionality tailored for automotive retailers.

Founded 1999
Phoenix, Arizona, United States
Best for
Mid-MarketEnterprise
Industries
automotiveauto dealershipmulti-location management
Top Strength

Extensive zero-cost open API for custom integrations

Your New CRM

Why DealerPeak is a great choice

DealerPeak

DealerPeak

"Data-driven CRM for enterprise dealerships"

DealerPeak is an enterprise-wide automotive CRM platform that enables dealership groups to manage customers, sales, and marketing across multiple locations from a single login. It combines mobile capabilities, inventory management, AI-powered analytics, and advanced desking functionality tailored for automotive retailers.

Ideal for: Multi-location auto dealership groups and larger dealerships seeking an enterprise-wide CRM with advanced desking and AI-powered analytics.

Extensive zero-cost open API for custom integrations

Mobile-first approach with iOS and Android apps

Industries
automotiveauto dealershipmulti-location management
Best For
Mid-MarketEnterprise

Powerful deal desking solution with 30+ presentation templates

Real-time process monitoring and activity-based reporting

Learn more at

dealerpeak.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from WealthEngine to DealerPeak

WealthEngine
DealerPeak
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

WealthEngine to DealerPeak Migration FAQ

Common questions about migrating from WealthEngine to DealerPeak.

Related Migration Paths

Explore other popular CRM migrations similar to WealthEngine to DealerPeak

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