Redtail CRM
Placester
Transfer contacts, deals, activities, and more from Redtail CRM to Placester. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Placester 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 marketing made simple
Placester is an all-in-one real estate website and marketing platform that provides agents, brokers, and teams with IDX-integrated websites, lead capture tools, CRM, and email marketing capabilities.
Seamless IDX integration with 600+ MLSs
"Real estate marketing made simple"
Placester is an all-in-one real estate website and marketing platform that provides agents, brokers, and teams with IDX-integrated websites, lead capture tools, CRM, and email marketing capabilities.
Ideal for: Real estate professionals seeking an integrated website builder with IDX, lead capture, and CRM functionality to grow their online presence and manage clients.
Seamless IDX integration with 600+ MLSs
Built-in CRM and lead capture tools
SEO-optimized property pages
WordPress-based customization
Learn more at
placester.com
See exactly which data objects transfer from Redtail CRM to Placester
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Placester.
Explore other popular CRM migrations similar to Redtail CRM to Placester
Need to go the other way? We support bidirectional migrations.
Placester → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
