Redtail CRM
Campaign Monitor
Transfer contacts, and more from Redtail CRM to Campaign Monitor. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Campaign Monitor 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
Email marketing and automation
Campaign Monitor is an email marketing platform providing drag-and-drop email design, marketing automation, subscriber segmentation, and campaign analytics. It serves businesses of all sizes with features for creating, sending, and optimizing email campaigns.
Intuitive drag-and-drop email builder
"Email marketing and automation"
Campaign Monitor is an email marketing platform providing drag-and-drop email design, marketing automation, subscriber segmentation, and campaign analytics. It serves businesses of all sizes with features for creating, sending, and optimizing email campaigns.
Ideal for: Businesses and marketing agencies seeking professional email marketing with automation and advanced analytics capabilities.
Intuitive drag-and-drop email builder
Visual journey designer for automation workflows
100+ responsive email templates
Advanced segmentation and A/B testing
Learn more at
campaignmonitor.com
See exactly which data objects transfer from Redtail CRM to Campaign Monitor
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Campaign Monitor.
Explore other popular CRM migrations similar to Redtail CRM to Campaign Monitor
Need to go the other way? We support bidirectional migrations.
Campaign Monitor → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
