Redtail CRM
ServiceM8
Transfer contacts, companies, activities, and more from Redtail CRM to ServiceM8. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to ServiceM8 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
Smart field service software
ServiceM8 is a cloud-based field service management app designed for small trade contractors and service businesses. It provides job management, scheduling, quoting, invoicing, and on-site payment processing from mobile devices.
Mobile-first design optimized for iOS devices
"Smart field service software"
ServiceM8 is a cloud-based field service management app designed for small trade contractors and service businesses. It provides job management, scheduling, quoting, invoicing, and on-site payment processing from mobile devices.
Ideal for: Small trade contractors and service businesses with up to 20 staff who need mobile-first job management with quoting, invoicing, and payment capabilities.
Mobile-first design optimized for iOS devices
AI-driven voice-activated assistant for task management
Offline capability with automatic sync when connected
Job-based pricing model instead of per-user fees
Learn more at
servicem8.com
See exactly which data objects transfer from Redtail CRM to ServiceM8
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to ServiceM8.
Explore other popular CRM migrations similar to Redtail CRM to ServiceM8
Need to go the other way? We support bidirectional migrations.
ServiceM8 → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
