Source
XLR8

XLR8

Destination
RevenueWell

RevenueWell

CRM MigrationStarting at $500

Migrate from XLR8 to RevenueWell

Effortlessly & Accurately

Transfer contacts, activities, and more from XLR8 to RevenueWell. 9 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 XLR8 to RevenueWell 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

XLR8 vs RevenueWell

A quick look at both platforms to help you understand your migration path

Migrating from
XLR8

XLR8

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.

Founded 2010
Plano, Texas
Best for
Small BusinessMid-Market
Industries
Financial ServicesWealth ManagementFinancial Advisory+1 more
Top Strength

Purpose-built Salesforce configuration for financial advisors

Migrating to
RevenueWell

RevenueWell

An All-in-One Dental Marketing Platform

RevenueWell is a comprehensive dental practice management and marketing platform that automates patient communication, scheduling, reputation management, and payment collection for dental practices.

Founded 2010
Bannockburn, Illinois
Best for
Small BusinessMid-Market
Industries
DentalHealthcare
Top Strength

Automated appointment reminders and recall campaigns

Your New CRM

Why RevenueWell is a great choice

RevenueWell

RevenueWell

"An All-in-One Dental Marketing Platform"

RevenueWell is a comprehensive dental practice management and marketing platform that automates patient communication, scheduling, reputation management, and payment collection for dental practices.

Ideal for: Dental practices of all sizes seeking to automate patient engagement, reduce no-shows, attract new patients, and streamline front office operations.

Automated appointment reminders and recall campaigns

Online scheduling and digital patient forms

Industries
DentalHealthcare
Best For
Small BusinessMid-Market

Reputation management and social media integration

Seamless integration with Dentrix, Eaglesoft, and Open Dental

Learn more at

revenuewell.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from XLR8 to RevenueWell

XLR8
RevenueWell
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Not Available
Quotes
Mapping Required
Documents
Supported
Campaigns
Supported

Specialized

Tickets
Not Available
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

XLR8 to RevenueWell Migration FAQ

Common questions about migrating from XLR8 to RevenueWell.

Related Migration Paths

Explore other popular CRM migrations similar to XLR8 to RevenueWell

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Prefer email? talk@ambrstack.com