Redtail CRM
Mailerlite
Transfer contacts, and more from Redtail CRM to Mailerlite. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Mailerlite 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
Email marketing your audience will love
MailerLite is an email marketing solution for freelancers and businesses, offering drag-and-drop campaign creation, marketing automation, landing pages, website building, and AI-powered content writing. Known for its simplicity and affordability, it serves over 1 million companies worldwide.
Free Forever plan available
"Email marketing your audience will love"
MailerLite is an email marketing solution for freelancers and businesses, offering drag-and-drop campaign creation, marketing automation, landing pages, website building, and AI-powered content writing. Known for its simplicity and affordability, it serves over 1 million companies worldwide.
Ideal for: Freelancers and small businesses seeking an affordable, user-friendly email marketing platform with automation and landing page capabilities.
Free Forever plan available
Drag-and-drop email and landing page builders
Marketing automation with multi-flow workflows
AI Writing for content generation
Learn more at
mailerlite.com
See exactly which data objects transfer from Redtail CRM to Mailerlite
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Mailerlite.
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Need to go the other way? We support bidirectional migrations.
Mailerlite → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
