Redtail CRM
Highrise
Transfer contacts, companies, deals, and more from Redtail CRM to Highrise. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Highrise 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
Simple CRM for small businesses
Highrise is a simple CRM built by 37signals (Basecamp) for small businesses to track contacts, manage follow-ups, and grow their business. Launched in 2007, it is no longer accepting new signups but continues to serve existing customers with secure, reliable service.
Extremely simple and intuitive interface
"Simple CRM for small businesses"
Highrise is a simple CRM built by 37signals (Basecamp) for small businesses to track contacts, manage follow-ups, and grow their business. Launched in 2007, it is no longer accepting new signups but continues to serve existing customers with secure, reliable service.
Ideal for: Existing Highrise users seeking a simple, no-frills CRM for contact management and follow-up tracking without complex features.
Extremely simple and intuitive interface
Email dropbox for automatic contact logging
Robust task and follow-up management
Multiple third-party integrations via Zapier
Learn more at
highrisehq.com
See exactly which data objects transfer from Redtail CRM to Highrise
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Highrise.
Explore other popular CRM migrations similar to Redtail CRM to Highrise
Need to go the other way? We support bidirectional migrations.
Highrise → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
