Redtail CRM
Legwork
Transfer contacts, activities, and more from Redtail CRM to Legwork. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Legwork 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
Dental practice patient engagement software
Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.
Purpose-built for dental industry
"Dental practice patient engagement software"
Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.
Ideal for: Dental practices seeking comprehensive patient communication, appointment management, and marketing automation tools.
Purpose-built for dental industry
Integration with 35+ practice management systems
Two-way texting and automated appointment reminders
Online scheduling and digital forms
Learn more at
legwork.com
See exactly which data objects transfer from Redtail CRM to Legwork
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Legwork.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
