---
title: "Migrate from Redtail CRM to Maximizer CRM | ClonePartner"
description: "Seamless Redtail CRM to Maximizer CRM migration. Engineer-led, zero downtime, 100% data accuracy."
source: Redtail CRM
target: Maximizer CRM
canonical: "https://clonepartner.com/migrate/redtail-crm-to-maximizer-crm/"
---

# Redtail CRM → Maximizer CRM migration

Seamless Redtail CRM to Maximizer CRM migration — all records moved with accuracy and care.

## Entity mappings

- **Contacts** (Redtail CRM) → **Contacts (Individuals)** (Maximizer CRM)
- **Accounts** (Redtail CRM) → **Contacts (Companies)** (Maximizer CRM)
- **Activities** (Redtail CRM) → **Tasks** (Maximizer CRM)
- **Notes** (Redtail CRM) → **Notes** (Maximizer CRM)
- **Opportunities** (Redtail CRM) → **Opportunities** (Maximizer CRM)
- **Custom Fields** (Redtail CRM) → **User-Defined Fields** (Maximizer CRM)
- **Addresses** (Redtail CRM) → **Contacts (Individuals)** (Maximizer CRM)
- **Phone Numbers** (Redtail CRM) → **Contacts (Individuals)** (Maximizer CRM)
- **Documents** (Redtail CRM) → **Documents** (Maximizer CRM)
- **Service Cases** (Redtail CRM) → **Customer Service Cases** (Maximizer CRM)
- **Calendar Events** (Redtail CRM) → **Appointments** (Maximizer CRM)
- **Contact Relationships** (Redtail CRM) → **Relationships** (Maximizer CRM)
- **Campaign Lists** (Redtail CRM) → **Campaigns** (Maximizer CRM)
- **Categories** (Redtail CRM) → **Address Book Categories** (Maximizer CRM)
- **Workflows** (Redtail CRM) → **NotAvailable (partial workaround possible)** (Maximizer CRM)

## What we migrate

### Data Types

- **Custom Fields** — Any custom objects and fields configured in your CRM
- **Deals & Opportunities** — Sales pipeline data with stages and close dates
- **Accounts/Companies** — Business-level entities and associated data
- **Leads & Contacts** — All person-level records including metadata

### Migration Filter

- **Pipeline/Stage Filter** — Select records based on deal stages or pipelines
- **Owner Selection** — Migrate records assigned to specific owners or reps
- **Time Range** — Migrate records from a specific time period
- **Contact Type** — Filter by lead, contact, or account

## Frequently asked questions

### Who can view my data?

For each migration project, you'll be assigned a migration engineer. Only the migration engineer can view your data. No one else at ClonePartner can view your data.

### Can I sign an NDA?

If you are reaching out to us via one of our partners, we already have an NDA signed with them that unilaterally applies to all their customers. If you are reaching us directly and need an NDA signed, we'll be happy to sign your NDA or ours.

## Get a fixed-price quote

[Talk to an engineer](https://cal.com/clonepartner/meet?duration=30&utm_source=xtoy&utm_medium=button&utm_campaign=demo_bookings&utm_content=cta_click&utm_term=demo_button_click) about your Redtail CRM → Maximizer CRM migration.