Redtail CRM
BatchLeads
Transfer contacts, companies, deals, and more from Redtail CRM to BatchLeads. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to BatchLeads 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
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
Real estate investing software made simple
BatchLeads is an all-in-one real estate investing platform featuring property intelligence, skip tracing, lead generation, CRM, outbound campaigns with AI-powered dialers, property analysis tools, and direct mail capabilities for real estate wholesalers and investors.
Integrated skip tracing and lead lists
"Real estate investing software made simple"
BatchLeads is an all-in-one real estate investing platform featuring property intelligence, skip tracing, lead generation, CRM, outbound campaigns with AI-powered dialers, property analysis tools, and direct mail capabilities for real estate wholesalers and investors.
Ideal for: Real estate investors and wholesalers needing integrated lead generation, CRM, and AI-powered outreach tools.
Integrated skip tracing and lead lists
AI-powered dialer with live guidance
Multi-channel outreach campaigns
Built-in CRM and deal tracking
Learn more at
batchleads.io
See exactly which data objects transfer from Redtail CRM to BatchLeads
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to BatchLeads.
Explore other popular CRM migrations similar to Redtail CRM to BatchLeads
Need to go the other way? We support bidirectional migrations.
BatchLeads → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
