IMPLEMENTATION & MIGRATION
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Redtail CRM
HubSpot
Migrate Redtail CRM to HubSpot with absolute precision.
Move your wealth management data through our proprietary transformation layer to unlock HubSpot's marketing automation. We bypass standard export limitations to ensure every household association and financial note remains intact.
99.90%
Data Fidelity
48 hrs
Avg. Migration
100%
Field Matching
"How does Redtail's 'Household' structure map to HubSpot's Company-Contact model?"
SuprSwitch's in-house engine automatically transforms Redtail Family records into HubSpot Associations, ensuring advisor-client relationships are never lost.
"Can we preserve the detailed Activity history and 'Important Information' notes?"
Yes, our direct data extraction layer captures every time-stamped activity and note, remapping them as Engagements within the HubSpot timeline.
"Will our custom User Defined Fields (UDFs) survive the move?"
Our proprietary transformation layer performs native schema mapping, converting every Redtail UDF into a specific HubSpot Custom Property automatically.
Why SuprSwitch
Engineered for Financial Services Migration
Redtail is built for advisors; HubSpot is built for growth. SuprSwitch bridges the gap without the risk of manual data entry errors.
Complex Relationship Mapping
Maintain the complex hierarchy of households and family members through our native association engine.
Audit-Ready History
Historical notes and compliance-heavy activity logs are moved with full audit-trail integrity.
Pre-Migration Validation
Skip the 'import error' loop. Our in-house engine validates data types before they ever touch HubSpot.
Automated Normalization
No CSV clean-up required. Our proprietary layer handles date formatting and field normalization automatically.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Full-Spectrum Data Coverage
Every Redtail data point has a high-performance home in HubSpot.
Persons
All records
Persons
Contacts
💡 Maps individual client profiles while retaining marital status and anniversary dates.
Businesses
All records
Businesses
Companies
💡 Converts corporate entities into parent companies with associated employees.
Opportunities
All records
Opportunities
Deals
💡 Pipelines and stages are mapped to HubSpot Deal stages for seamless sales tracking.
Activities
All records
Activities
Tasks
💡 Historical calendar events and tasks are migrated as completed engagements.
Notes
All records
Notes
Engagements
💡 Rich text notes and internal comments are appended to the contact timeline.
UDFs
All records
UDFs
Custom Properties
💡 All custom advisor fields are mapped to custom property groups.
Under the Hood
The SuprSwitch Advantage
Our proprietary transformation layer goes beyond simple data syncing.
Direct Extraction
Native MappingWe use direct data extraction to read Redtail's database structure, ensuring 1:1 field fidelity.
Transformation Layer
High VelocityOur in-house engine processes millions of records in hours, not weeks.
Conflict Resolution
Data IntegritySuprSwitch automatically resolves duplicate contacts based on email or tax ID logic.
Secure Pipe
Security FirstData is encrypted in transit and never stored on third-party intermediary servers.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture
A Four-Step Path to HubSpot
How our proprietary engine moves your advisory firm to the modern web.
1
Schema Discovery
We analyze your Redtail UDFs and custom workflows to create a custom schema map.
Day 1
2
Direct Extraction
Our proprietary layer extracts the raw data without relying on public rate-limited endpoints.
Day 1-2
3
In-House Transformation
Data is normalized, associated, and formatted for HubSpot's specific property requirements.
Day 2
4
Final Deployment
The finalized data is injected into HubSpot with associations and timelines fully linked.
Day 2-3
Proprietary deduplication logic prevents redundant contact creation.
Advanced relationship linking preserves Household-to-Contact associations.
Automated field-type conversion from Redtail picklists to HubSpot dropdowns.
The Human Element
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
FAQs
Common Questions About Migration
Relationships
Will my Household associations remain intact?
Absolutely. Our transformation layer is specifically designed to handle the complex relationship between individual contacts and their broader household units in HubSpot.
History
What happens to my Redtail 'Activity' history?
We maintain 100% of your activity history, including completed tasks, phone logs, and meeting notes, mapping them to the HubSpot timeline.
Technical
How do you handle Redtail's data export limitations?
SuprSwitch uses a proprietary direct extraction method that avoids the common rate-limiting and data-throttling issues found in standard migration tools.
Mapping
Can you migrate my custom UDFs?
Yes, our in-house engine identifies custom User Defined Fields and automatically generates the corresponding Custom Properties in your HubSpot portal.
Timeline
How long does the actual migration take?
Most Redtail to HubSpot migrations are completed in under 48 hours once the initial schema mapping is approved.