Solutions for Busy Professionals


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.

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