Redtail CRM
SharpSpring
Transfer contacts, companies, deals, and more from Redtail CRM to SharpSpring. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to SharpSpring 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
Marketing automation and CRM for agencies
SharpSpring is a full-featured marketing automation and CRM platform designed for agencies and SMBs. It offers email automation, lead scoring, behavior tracking, social media management, and a built-in CRM with sales pipeline tools.
Fully re-brandable white-label platform for agencies
"Marketing automation and CRM for agencies"
SharpSpring is a full-featured marketing automation and CRM platform designed for agencies and SMBs. It offers email automation, lead scoring, behavior tracking, social media management, and a built-in CRM with sales pipeline tools.
Ideal for: Digital marketing agencies seeking a white-label marketing automation platform with built-in CRM capabilities they can resell to clients.
Fully re-brandable white-label platform for agencies
Behavior-based email marketing with lead decay scoring
Visual workflow builder with branching logic
Native Salesforce integration and 700+ app integrations
Learn more at
sharpspring.com
See exactly which data objects transfer from Redtail CRM to SharpSpring
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to SharpSpring.
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Need to go the other way? We support bidirectional migrations.
SharpSpring → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
