XLR8
Perfectview
Transfer contacts, companies, deals, and more from XLR8 to Perfectview. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your XLR8 to Perfectview 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
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
Dutch CRM for European businesses
PerfectView is the largest independent CRM software developer in the Netherlands, offering a user-friendly, all-in-one CRM system for relationship management, sales, marketing, and customer service. With 5,000+ customers across 19 countries and ISO-27001 certification, it provides GDPR-compliant solutions hosted within Europe.
Largest independent Dutch CRM developer (40+ years)
"Dutch CRM for European businesses"
PerfectView is the largest independent CRM software developer in the Netherlands, offering a user-friendly, all-in-one CRM system for relationship management, sales, marketing, and customer service. With 5,000+ customers across 19 countries and ISO-27001 certification, it provides GDPR-compliant solutions hosted within Europe.
Ideal for: European SMBs seeking a user-friendly, GDPR-compliant CRM with Dutch/German language support and European data hosting.
Largest independent Dutch CRM developer (40+ years)
ISO-27001 certified and fully GDPR compliant
Cloud-based with European data hosting
Unlimited data storage with daily backups
Learn more at
perfectview.nl
See exactly which data objects transfer from XLR8 to Perfectview
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from XLR8 to Perfectview.
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