Redtail CRM
Odoo CRM
Transfer contacts, companies, deals, and more from Redtail CRM to Odoo CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Odoo CRM 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
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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
The #1 Open Source CRM software
Odoo CRM is part of the comprehensive Odoo open-source business suite, offering pipeline management, lead scoring, automation, and AI-driven insights. It seamlessly connects with other Odoo modules for sales, accounting, and inventory.
Open-source with extensive customization capabilities
"The #1 Open Source CRM software"
Odoo CRM is part of the comprehensive Odoo open-source business suite, offering pipeline management, lead scoring, automation, and AI-driven insights. It seamlessly connects with other Odoo modules for sales, accounting, and inventory.
Ideal for: Organizations seeking an open-source, modular CRM that integrates natively with ERP, inventory, and accounting without third-party integration complexity.
Open-source with extensive customization capabilities
Native integration with 50+ Odoo business applications
AI-driven sales forecasting and insights
Active community with 4,500+ contributed modules
Learn more at
odoo.com
See exactly which data objects transfer from Redtail CRM to Odoo CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Odoo CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
