Redtail CRM
EnrollmentRx
Transfer contacts, activities, and more from Redtail CRM to EnrollmentRx. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to EnrollmentRx 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
Higher education admissions on Salesforce
EnrollmentRx is a specialized Salesforce-based CRM designed for higher education institutions to manage student recruitment, admissions, and enrollment processes. It provides tools for prospect tracking, communication campaigns, and enrollment funnel analysis.
Built exclusively on Salesforce platform for robust customization
"Higher education admissions on Salesforce"
EnrollmentRx is a specialized Salesforce-based CRM designed for higher education institutions to manage student recruitment, admissions, and enrollment processes. It provides tools for prospect tracking, communication campaigns, and enrollment funnel analysis.
Ideal for: Higher education institutions seeking specialized admissions CRM built on Salesforce for recruitment and enrollment management.
Built exclusively on Salesforce platform for robust customization
Dynamic multi-channel communication campaigns with behavioral triggers
Comprehensive lead tracking and enrollment funnel visibility
Event management for campus visits and open houses
Learn more at
enrollmentrx.com
See exactly which data objects transfer from Redtail CRM to EnrollmentRx
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to EnrollmentRx.
Explore other popular CRM migrations similar to Redtail CRM to EnrollmentRx
Need to go the other way? We support bidirectional migrations.
EnrollmentRx → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
