Redtail CRM
Yotpo
Transfer contacts, companies, activities, and more from Redtail CRM to Yotpo. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Redtail CRM to Yotpo 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
Empowering Brands to Build Customer Loyalty
Yotpo is an eCommerce retention marketing platform that integrates reviews, loyalty programs, SMS marketing, and user-generated content to help brands build trust and sustain customer relationships.
Integrated platform combining reviews, loyalty, SMS, and UGC
"Empowering Brands to Build Customer Loyalty"
Yotpo is an eCommerce retention marketing platform that integrates reviews, loyalty programs, SMS marketing, and user-generated content to help brands build trust and sustain customer relationships.
Ideal for: Direct-to-consumer eCommerce brands seeking a unified platform for reviews, loyalty programs, SMS marketing, and user-generated content to drive retention and customer engagement.
Integrated platform combining reviews, loyalty, SMS, and UGC
AI-powered shopping experiences and personalization
Deep integrations with Shopify, Google, and Instagram
Trusted by major brands like Steve Madden, IKEA, and Barnes & Noble
Learn more at
yotpo.com
See exactly which data objects transfer from Redtail CRM to Yotpo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Redtail CRM to Yotpo.
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Prefer email? talk@ambrstack.com
