Redtail CRM
Efficy
Transfer contacts, companies, deals, and more from Redtail CRM to Efficy. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Efficy 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
Grow Your Business with All-in-One CRM
Efficy is a leading European CRM platform serving 13,500+ customers across 60 countries. It provides modular solutions for sales, marketing, customer support, and management with customizable automation and robust reporting.
Highly customizable modular CRM system
"Grow Your Business with All-in-One CRM"
Efficy is a leading European CRM platform serving 13,500+ customers across 60 countries. It provides modular solutions for sales, marketing, customer support, and management with customizable automation and robust reporting.
Ideal for: European and international businesses seeking a flexible, customizable CRM with strong automation capabilities.
Highly customizable modular CRM system
Powerful automation tools for scalable operations
360-degree customer view and opportunity tracking
Strong reporting and analytics
Learn more at
efficy.com
See exactly which data objects transfer from Redtail CRM to Efficy
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Efficy.
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Prefer email? talk@ambrstack.com
