Redtail CRM
HelloShift
Transfer contacts, activities, and more from Redtail CRM to HelloShift. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to HelloShift 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
AI-powered hotel operations platform
HelloShift is an AI-powered hotel operations platform that unifies guest messaging, staff collaboration, housekeeping management, and contactless check-in. Its AI answers guest calls 24/7 and auto-assigns room cleanings based on historical patterns.
AI-powered 24/7 guest call handling
"AI-powered hotel operations platform"
HelloShift is an AI-powered hotel operations platform that unifies guest messaging, staff collaboration, housekeeping management, and contactless check-in. Its AI answers guest calls 24/7 and auto-assigns room cleanings based on historical patterns.
Ideal for: Modern hotels seeking to digitize operations with AI-powered guest messaging, automated housekeeping, and unified staff collaboration.
AI-powered 24/7 guest call handling
Automated housekeeping scheduling based on patterns
Contactless check-in and mobile key access
Unified staff messaging across all departments
Learn more at
helloshift.com
See exactly which data objects transfer from Redtail CRM to HelloShift
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to HelloShift.
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Need to go the other way? We support bidirectional migrations.
HelloShift → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
