Redtail CRM
Vital Software
Transfer contacts, companies, deals, and more from Redtail CRM to Vital Software. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Vital Software 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
Data Driven Solutions for the Automotive Industry
Vital Software provides CRM, lead distribution, and performance reporting solutions for automotive OEMs, dealer groups, and dealerships, helping optimize sales processes and customer interactions.
ContactTracker CRM for detailed customer interaction tracking
"Data Driven Solutions for the Automotive Industry"
Vital Software provides CRM, lead distribution, and performance reporting solutions for automotive OEMs, dealer groups, and dealerships, helping optimize sales processes and customer interactions.
Ideal for: Automotive manufacturers, dealer groups, and individual dealerships in Australia and UK seeking data-driven CRM and lead management solutions.
ContactTracker CRM for detailed customer interaction tracking
Flexible DMS integration capabilities
Lead distribution and CSI management
Service and parts performance reporting
Learn more at
vitalsoftware.com
See exactly which data objects transfer from Redtail CRM to Vital Software
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Vital Software.
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Need to go the other way? We support bidirectional migrations.
Vital Software → Redtail CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
