Redtail CRM
DealerPeak
Transfer contacts, companies, deals, and more from Redtail CRM to DealerPeak. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to DealerPeak 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
Data-driven CRM for enterprise dealerships
DealerPeak is an enterprise-wide automotive CRM platform that enables dealership groups to manage customers, sales, and marketing across multiple locations from a single login. It combines mobile capabilities, inventory management, AI-powered analytics, and advanced desking functionality tailored for automotive retailers.
Extensive zero-cost open API for custom integrations
"Data-driven CRM for enterprise dealerships"
DealerPeak is an enterprise-wide automotive CRM platform that enables dealership groups to manage customers, sales, and marketing across multiple locations from a single login. It combines mobile capabilities, inventory management, AI-powered analytics, and advanced desking functionality tailored for automotive retailers.
Ideal for: Multi-location auto dealership groups and larger dealerships seeking an enterprise-wide CRM with advanced desking and AI-powered analytics.
Extensive zero-cost open API for custom integrations
Mobile-first approach with iOS and Android apps
Powerful deal desking solution with 30+ presentation templates
Real-time process monitoring and activity-based reporting
Learn more at
dealerpeak.com
See exactly which data objects transfer from Redtail CRM to DealerPeak
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to DealerPeak.
Explore other popular CRM migrations similar to Redtail CRM to DealerPeak
Need to go the other way? We support bidirectional migrations.
DealerPeak → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
