DealMachine
Redtail CRM
Transfer contacts, companies, deals, and more from DealMachine to Redtail CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your DealMachine to Redtail CRM 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
Get the data you want and need
DealMachine is an all-in-one platform designed for real estate investors that combines lead generation, property data, skip tracing, CRM, AI-powered dialer, and direct mail marketing capabilities. It consolidates multiple tools into a single platform for identifying off-market properties and automating direct marketing efforts.
Driving for dollars with driving maps and property identification
Built for Advisors. Trusted by Teams.
Redtail CRM is a cloud-based customer relationship management platform tailored for financial advisors, RIAs, and wealth managers, offering contact management, workflow automation, and deep financial industry integrations.
Purpose-built for financial advisory industry
"Built for Advisors. Trusted by Teams."
Redtail CRM is a cloud-based customer relationship management platform tailored for financial advisors, RIAs, and wealth managers, offering contact management, workflow automation, and deep financial industry integrations.
Ideal for: Financial advisors and wealth management teams seeking an industry-specific CRM with deep integrations to financial planning tools and SEC/FINRA compliance features.
Purpose-built for financial advisory industry
100+ deep integrations with financial tools
Smart, customizable workflow automation
SEC and FINRA compliance support
Learn more at
redtailtechnology.com
See exactly which data objects transfer from DealMachine to Redtail CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from DealMachine to Redtail CRM.
Explore other popular CRM migrations similar to DealMachine to Redtail CRM
Need to go the other way? We support bidirectional migrations.
Redtail CRM → DealMachineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
