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Wealth Management CRM
Redtail CRM Migration
Cloud-based CRM designed specifically for financial advisors with robust workflow and compliance features.
Complexity
Medium
Timeline
5-7 weeks
Record Types
6+
Migration Complexity
Medium Complexity
This migration is classified as Medium complexity based on data structure, integration requirements, and typical challenges encountered during migration.
Record Types Migrated
Contacts
Accounts
Activities
Notes
Documents
Tags
Common Migration Challenges
- Tag migration
- Custom workflows
- Email integration history
- Bulk data volume
Industry Focus
Wealth ManagementFinancial Advisors