Source
Givebutter

Givebutter

Destination
Redtail CRM

Redtail CRM

CRM MigrationStarting at $500

Migrate from Givebutter to Redtail CRM

Effortlessly & Accurately

Transfer contacts, activities, and more from Givebutter to Redtail CRM. 6 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 Givebutter to Redtail CRM 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

Givebutter vs Redtail CRM

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

Migrating from
Givebutter

Givebutter

Fundraising made free and fun for nonprofits

Givebutter is an all-in-one fundraising platform that combines donor management, donation processing, events, and communication tools for nonprofits. It offers a free-to-use model with transparent tip-or-fee pricing and integrates fundraising pages, auctions, email marketing, and a built-in CRM.

Founded 2016
Washington, District of Columbia, United States
Best for
Small BusinessMid-Market
Industries
NonprofitFundraisingEducation+2 more
Top Strength

Completely free to use with transparent tip-or-fee model

Migrating to
Redtail CRM

Redtail CRM

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.

Founded 2003
Sacramento, California
Best for
Small BusinessMid-Market
Industries
Financial ServicesWealth ManagementInsurance+1 more
Top Strength

Purpose-built for financial advisory industry

Your New CRM

Why Redtail CRM is a great choice

Redtail CRM

Redtail CRM

"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

Industries
Financial ServicesWealth ManagementInsurance+1
Best For
Small BusinessMid-Market

Smart, customizable workflow automation

SEC and FINRA compliance support

Learn more at

redtailtechnology.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Givebutter to Redtail CRM

Givebutter
Redtail CRM
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Not Available

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

FAQ

Givebutter to Redtail CRM Migration FAQ

Common questions about migrating from Givebutter to Redtail CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Givebutter to Redtail CRM

Ready to get started?

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Prefer email? talk@ambrstack.com