Redtail CRM
LionDesk
Transfer contacts, deals, activities, and more from Redtail CRM to LionDesk. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to LionDesk 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
Real estate CRM for lead and transaction management
LionDesk is a CRM platform primarily used in the real estate industry that helps companies manage relationships with leads and customers. Now part of Lone Wolf Technologies, it offers tools for contact management, task scheduling, drip marketing campaigns, email tracking, lead distribution, and more with native mobile apps for Android and iOS.
Native Power Dialer for rapid call lists
"Real estate CRM for lead and transaction management"
LionDesk is a CRM platform primarily used in the real estate industry that helps companies manage relationships with leads and customers. Now part of Lone Wolf Technologies, it offers tools for contact management, task scheduling, drip marketing campaigns, email tracking, lead distribution, and more with native mobile apps for Android and iOS.
Ideal for: Real estate agents, brokers, and small teams seeking an affordable CRM with built-in communication tools and lead management automation.
Native Power Dialer for rapid call lists
AI assistant for lead qualification
Video emails and texts capabilities
Bulk texting and email features
Learn more at
liondesk.com
See exactly which data objects transfer from Redtail CRM to LionDesk
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to LionDesk.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
