All Redtail contact data exports cleanly via CSV. Product Champ imports and maps fields automatically. Redtail can remain active as a backup during the transition period.
No per-contact fees, no storage limits. Unlimited users, contacts, pipelines, websites, forms, and funnels are included at no extra cost.
Contacts are stored in standard CSV format and can be re-imported to Redtail or any other CRM at any time. Nothing is locked in.
Product Champ consolidates CRM, marketing automation, calendars, pipelines, forms, and AI-assisted communications into a single platform.
Pipelines, contact records, calendars, notes, forms, surveys, and appointment flows.
Email/SMS workflows, reminders, lead nurture, missed-call text-back, and task triggers.
Conversation AI, Voice AI, reputation support, review requests, and marketing workflows.
Strategy, setup, messaging, workflows, governance recommendations, training, and support.
The branded client-facing AI Marketing Suite: CRM, automations, calendars, funnels, and reporting.
The underlying SaaS infrastructure and white-label platform that powers agency/client workspaces.
HighLevel states product infrastructure is hosted on Google Cloud Platform and AWS in the United States.
HighLevel states TLS 1.2/1.3 in transit and AES-256 encryption for stored platform data.
Published overview references logging, alerting, perimeter controls, OWASP-aligned defenses, backups, and access controls.
HighLevel says agencies are primary customers and can host multiple client sub-accounts.
HighLevel states agencies can replace default logo, colors, domains, and client-facing presentation.
Agencies package, configure, support, and resell services built on the HighLevel platform.
To Compliance: Product Champ is Truly Authentic Marketing’s branded AI Marketing Suite, configured on top of HighLevel. We are requesting approval to transition from Redtail CRM to Product Champ as the primary CRM for prospect intake, appointment scheduling, approved follow-up sequences, pipeline visibility, and marketing automation.
All existing Redtail contact data will be exported via CSV and imported into Product Champ with full field mapping. Redtail can remain active as a backup during the transition. Product Champ offers unlimited contacts, users, and pipelines with no per-contact fees or storage limits. Data can be exported and re-imported to any CRM at any time.
HighLevel is the underlying SaaS platform. HighLevel publicly states it achieved SOC 2 Type II accreditation covering Security, Confidentiality, and Availability. HighLevel also publishes security controls including cloud hosting on AWS/GCP, TLS 1.2/1.3 in transit, AES-256 encryption at rest, logging, monitoring, backups, access controls, and web application defenses.
All AI-generated content (videos, images, social media posts) requires human review and approval before publishing. No content goes live without explicit authorization.
For financial-services use, we recommend Product Champ be approved as a marketing and prospect-communication layer, with all outbound scripts reviewed by compliance before activation and any firm-required recordkeeping handled according to existing supervisory and archiving procedures.
Questions? Chris Iglesia at Truly Authentic Marketing is available to meet directly with your compliance team to address any concerns. Contact: ciglesia@productchamp.io