Source
Redtail CRM

Redtail CRM

Destination
NextGen Healthcare

NextGen Healthcare

CRM MigrationStarting at $500

Migrate from Redtail CRM to NextGen Healthcare

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Redtail CRM to NextGen Healthcare. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Redtail CRM to NextGen Healthcare migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Redtail CRM vs NextGen Healthcare

A quick look at both platforms to help you understand your migration path

Migrating from
Redtail CRM

Redtail CRM

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.

Founded 2003
Sacramento, California
Best for
Small BusinessMid-Market
Industries
Financial ServicesWealth ManagementInsurance+1 more
Top Strength

Purpose-built for financial advisory industry

Migrating to
NextGen Healthcare

NextGen Healthcare

Better healthcare outcomes, amplified

NextGen Healthcare is an American software company providing electronic health record (EHR) and practice management systems for ambulatory care, featuring AI-powered documentation tools and comprehensive interoperability standards.

Founded 1974
Atlanta, Georgia, USA
Best for
Small BusinessMid-MarketEnterprise
Industries
healthcareambulatory caremedical practice management+2 more
Top Strength

AI-powered ambient assist saving providers 2.5 hours per day

Your New CRM

Why NextGen Healthcare is a great choice

NextGen Healthcare

NextGen Healthcare

"Better healthcare outcomes, amplified"

NextGen Healthcare is an American software company providing electronic health record (EHR) and practice management systems for ambulatory care, featuring AI-powered documentation tools and comprehensive interoperability standards.

Ideal for: Ambulatory care practices and specialty healthcare providers seeking comprehensive EHR and practice management solutions.

AI-powered ambient assist saving providers 2.5 hours per day

Extensive RESTful API with 800+ routes

Industries
healthcareambulatory caremedical practice management+2
Best For
Small BusinessMid-MarketEnterprise

Comprehensive interoperability (HL7, FHIR, CCD, C-CDA)

Integrated practice management and billing

Learn more at

nextgen.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Redtail CRM to NextGen Healthcare

Redtail CRM
NextGen Healthcare
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Redtail CRM to NextGen Healthcare Migration FAQ

Common questions about migrating from Redtail CRM to NextGen Healthcare.

Related Migration Paths

Explore other popular CRM migrations similar to Redtail CRM to NextGen Healthcare

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