Redtail CRM
Leadsurance
Transfer contacts, deals, activities, and more from Redtail CRM to Leadsurance. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Leadsurance 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 simple CRM for insurance agents
Leadsurance offers a free, spreadsheet-based CRM solution for insurance agents built on Google Sheets, along with chatbots and marketing resources. It provides a simple, no-frills approach to lead tracking and customer management for agents who prefer familiar Excel-style interfaces.
Completely free Google Sheets-based CRM
"Free simple CRM for insurance agents"
Leadsurance offers a free, spreadsheet-based CRM solution for insurance agents built on Google Sheets, along with chatbots and marketing resources. It provides a simple, no-frills approach to lead tracking and customer management for agents who prefer familiar Excel-style interfaces.
Ideal for: Independent insurance agents seeking a simple, free CRM solution with spreadsheet-style tracking and basic marketing resources.
Completely free Google Sheets-based CRM
132 insurance marketing ideas included
Simple interface for non-technical users
Chatbot solutions for lead generation
Learn more at
leadsurance.com
See exactly which data objects transfer from Redtail CRM to Leadsurance
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Leadsurance.
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Need to go the other way? We support bidirectional migrations.
Leadsurance → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
