XLR8
Cloze
Transfer contacts, deals, activities, and more from XLR8 to Cloze. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your XLR8 to Cloze 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
CRM Built Specifically for Financial Advisors
XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.
Purpose-built Salesforce configuration for financial advisors
Relationship Management Without Data Entry
Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.
Automatic capture of emails, calls, and communications
"Relationship Management Without Data Entry"
Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.
Ideal for: Professionals and real estate agents seeking automatic relationship management without manual data entry.
Automatic capture of emails, calls, and communications
Intelligent contact prioritization based on relationship activity
Smart reminders for follow-ups
AI email ghostwriter for personalized outreach
Learn more at
cloze.com
See exactly which data objects transfer from XLR8 to Cloze
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from XLR8 to Cloze.
Explore other popular CRM migrations similar to XLR8 to Cloze
Join hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
