WealthEngine
Shape
Transfer contacts, companies, activities, and more from WealthEngine to Shape. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to Shape 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
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
The all-in-one business management solution
Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.
Built-in click-to-dial and SMS with 10DLC compliance
"The all-in-one business management solution"
Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.
Ideal for: Sales teams in regulated industries needing an all-in-one CRM with built-in communication tools, compliance features, and AI-powered lead scoring.
Built-in click-to-dial and SMS with 10DLC compliance
AI-powered call analysis, scoring, and summarization
SOC 2, HIPAA, and PIPEDA compliance certifications
CRO-optimized landing pages and lead funnels
Learn more at
setshape.com
See exactly which data objects transfer from WealthEngine to Shape
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to Shape.
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Prefer email? talk@ambrstack.com
