Redtail CRM
Cision
Transfer contacts, companies, activities, and more from Redtail CRM to Cision. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Cision 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
AI-Powered Media Monitoring and Intelligence
Cision is a comprehensive PR and communications platform that provides media monitoring, journalist contact management, social listening, and influencer engagement. It helps PR professionals track earned media, manage media relationships, and measure communications impact.
Comprehensive media database with curated journalist contacts
"AI-Powered Media Monitoring and Intelligence"
Cision is a comprehensive PR and communications platform that provides media monitoring, journalist contact management, social listening, and influencer engagement. It helps PR professionals track earned media, manage media relationships, and measure communications impact.
Ideal for: PR and communications teams who need media monitoring, journalist relationship management, and earned media tracking.
Comprehensive media database with curated journalist contacts
Real-time media monitoring and analytics
AI-powered platform for influencer and media insights
Social media monitoring and listening capabilities
Learn more at
cision.com
See exactly which data objects transfer from Redtail CRM to Cision
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Cision.
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Prefer email? talk@ambrstack.com
