Redtail CRM
Drip
Transfer contacts, activities, and more from Redtail CRM to Drip. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Drip 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
Powerful, Easy-To-Use Marketing Automation
Drip is the first eCommerce CRM designed for building personal and profitable relationships with customers at scale. It provides automated workflows, email personalization, customer tracking, and multi-channel marketing capabilities.
Ecommerce-first design with revenue tracking integration
"Powerful, Easy-To-Use Marketing Automation"
Drip is the first eCommerce CRM designed for building personal and profitable relationships with customers at scale. It provides automated workflows, email personalization, customer tracking, and multi-channel marketing capabilities.
Ideal for: E-commerce businesses and digital marketers seeking sophisticated automation and customer engagement tools.
Ecommerce-first design with revenue tracking integration
Advanced automation and smart segmentation
Compliance-focused with excellent deliverability
Affordable pricing for SMBs
Learn more at
drip.com
See exactly which data objects transfer from Redtail CRM to Drip
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Drip.
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Prefer email? talk@ambrstack.com
