eClinicalWorks
Redtail CRM
Transfer contacts, activities, and more from eClinicalWorks to Redtail CRM. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eClinicalWorks 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
Cloud-Based AI-Powered EHR Platform
eClinicalWorks is a comprehensive electronic health record (EHR) and practice management solution used by healthcare providers worldwide. It offers patient management, clinical documentation, telehealth, patient engagement, and revenue cycle management.
Cloud-based platform used by 850,000+ medical professionals
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 eClinicalWorks to Redtail CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eClinicalWorks to Redtail CRM.
Explore other popular CRM migrations similar to eClinicalWorks to Redtail CRM
Need to go the other way? We support bidirectional migrations.
Redtail CRM → eClinicalWorksJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
