Redtail CRM
EspoCRM
Transfer contacts, companies, deals, and more from Redtail CRM to EspoCRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to EspoCRM 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
Free open-source CRM software
EspoCRM is a lightweight, free, open-source CRM application designed to help organizations manage customer relationships and automate business processes. It offers extensive customization through an Entity Manager and provides both free and paid plans.
Free open-source platform with unlimited customization
"Free open-source CRM software"
EspoCRM is a lightweight, free, open-source CRM application designed to help organizations manage customer relationships and automate business processes. It offers extensive customization through an Entity Manager and provides both free and paid plans.
Ideal for: Small to mid-sized organizations seeking a free, open-source CRM with unlimited customization capabilities.
Free open-source platform with unlimited customization
Entity Manager for creating custom entities and fields
Comprehensive workflow and BPM automation tools
Integrated email campaigns, templates, and target lists
Learn more at
espocrm.com
See exactly which data objects transfer from Redtail CRM to EspoCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to EspoCRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
