Data Conversion

For customers who are using a different CRM, we can convert your data from the following software packages:

• Microsoft Outlook™
• Fidelity Wealth Central™
• ACT!™
• Goldmine™
• Tamarac™
• Redtail Technology™
• Grendel™
• Junxure™
• SmartOffice™  (formerly E-Z Data™)
• Wealthbox™
• XLR8 CRM  (Salesforce)
• Microsoft Access™ databases
• Microsoft Excel™ spreadsheets
• Microsoft Word™ documents
• and more...

We will analyze your data and discuss your requirements. Then we will give you a firm quote and schedule the conversion for a convenient time.

Click here to view the details in the Data Conversion Process.

View the Data Conversion Agreement.