CRM (Customer Relationship Management) > Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
CRM (Customer Relationship Management)
Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
New Activity
Triggers when a new activity is created.
New Contact
Triggers when a new contact is created.
Lookup Activity Types
Lookup activity types.
Lookup Contact Category
Lookup the contact categories.
Lookup Contact Status
Lookup the contact statuses.
Lookup Source
Lookup the sources.
Ping
Tests the Redtail to Zapier authentication.
Create New Activity
Creates a new activity.
Create New Contact
Creates a new contact.
Create New Opportunity
Creates a new opportunity.
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
