WealthEngine
Nutshell
Transfer contacts, companies, activities, and more from WealthEngine to Nutshell. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to Nutshell 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
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.
Wealth data from 60+ sources covering 300 million US profiles and 122 million households
Simple pipeline and contact management
Nutshell is a modern CRM platform designed for small to medium-sized businesses, offering sales pipeline management, contact organization, and sales automation with integrated email marketing and web chat capabilities.
Four flexible pipeline views (List, Map, Chart, Board)
"Simple pipeline and contact management"
Nutshell is a modern CRM platform designed for small to medium-sized businesses, offering sales pipeline management, contact organization, and sales automation with integrated email marketing and web chat capabilities.
Ideal for: Small to medium sales teams wanting an easy-to-use CRM with flexible pipeline views, sales automation, and integrated marketing tools without admin overhead.
Four flexible pipeline views (List, Map, Chart, Board)
Integrated email marketing with Nutshell Campaigns
Web chat and text messaging via Nutshell Engagement
Native Google Workspace and Microsoft 365 integration
Learn more at
nutshell.com
See exactly which data objects transfer from WealthEngine to Nutshell
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to Nutshell.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
