Redtail CRM
Rectangle Health
Transfer contacts, activities, and more from Redtail CRM to Rectangle Health. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Rectangle Health 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
Simplifying Healthcare Business Operations
Rectangle Health provides Practice Management Bridge, an all-in-one platform for healthcare practices to manage patient payments, engagement, and compliance with HIPAA and OSHA standards.
All-in-one payment, engagement, and compliance platform
"Simplifying Healthcare Business Operations"
Rectangle Health provides Practice Management Bridge, an all-in-one platform for healthcare practices to manage patient payments, engagement, and compliance with HIPAA and OSHA standards.
Ideal for: Healthcare practices of all sizes seeking a unified platform for payment processing, patient engagement, and regulatory compliance management.
All-in-one payment, engagement, and compliance platform
Integrates with major EHR/EMR and practice management systems
Text-to-Pay and contactless payment options
HIPAA, OSHA, and PCI-DSS compliance management
Learn more at
rectanglehealth.com
See exactly which data objects transfer from Redtail CRM to Rectangle Health
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Rectangle Health.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
