WealthEngine
VanillaSoft
Transfer contacts, companies, activities, and more from WealthEngine to VanillaSoft. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to VanillaSoft 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
Sales engagement platform for high-velocity teams
VanillaSoft is an all-in-one sales engagement platform with real-time lead management, compliant auto-dialer, and powerful automation tools. It specializes in optimizing sales processes for inside sales teams and fundraising organizations.
Built-in VoIP with enterprise-level call quality
"Sales engagement platform for high-velocity teams"
VanillaSoft is an all-in-one sales engagement platform with real-time lead management, compliant auto-dialer, and powerful automation tools. It specializes in optimizing sales processes for inside sales teams and fundraising organizations.
Ideal for: Inside sales teams and call centers needing a complete sales engagement solution with built-in dialing, lead prioritization, and conversation intelligence.
Built-in VoIP with enterprise-level call quality
Real-time bi-directional Salesforce integration
Owns Autoklose leads database for prospecting
Integrations with Gong, Chorus, and Vidyard for conversation intelligence
Learn more at
vanillasoft.com
See exactly which data objects transfer from WealthEngine to VanillaSoft
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to VanillaSoft.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
