Source
WealthEngine

WealthEngine

Destination
RealGeeks

RealGeeks

CRM MigrationStarting at $500

Migrate from WealthEngine to RealGeeks

Effortlessly & Accurately

Transfer contacts, activities, and more from WealthEngine to RealGeeks. 6 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 RealGeeks 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 RealGeeks

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
RealGeeks

RealGeeks

All-in-one real estate marketing and CRM platform

Real Geeks is a comprehensive real estate lead generation platform providing IDX websites, CRM, Facebook marketing tools, and pay-per-click services. The platform helps agents and brokers generate leads, nurture relationships, and manage their sales pipeline.

Founded 2009
Dallas, Texas, United States
Best for
Small BusinessMid-Market
Industries
Real EstateReal Estate BrokerageResidential Real Estate+1 more
Top Strength

IDX-integrated websites optimized for lead generation

Your New CRM

Why RealGeeks is a great choice

RealGeeks

RealGeeks

"All-in-one real estate marketing and CRM platform"

Real Geeks is a comprehensive real estate lead generation platform providing IDX websites, CRM, Facebook marketing tools, and pay-per-click services. The platform helps agents and brokers generate leads, nurture relationships, and manage their sales pipeline.

Ideal for: Real estate agents and brokerages seeking an integrated solution for lead generation, website management, and client relationship nurturing.

IDX-integrated websites optimized for lead generation

Built-in Facebook marketing and ad creation tools

Industries
Real EstateReal Estate BrokerageResidential Real Estate+1
Best For
Small BusinessMid-Market

Drip email campaigns and SMS texting

Home valuation and property search tools

Learn more at

realgeeks.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from WealthEngine to RealGeeks

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

Core Objects

Contacts
Supported
Companies
Not Available
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 RealGeeks Migration FAQ

Common questions about migrating from WealthEngine to RealGeeks.

Related Migration Paths

Explore other popular CRM migrations similar to WealthEngine to RealGeeks

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Prefer email? talk@ambrstack.com