Elevate Your Financial Advisory Practice with Redtail CRM and RingCentral

Transform Client Relationships and Streamline Wealth Management

Redtail CRM has revolutionized how financial advisors manage client relationships and streamline their practices. Now, with RingCentral's seamless integration, you can take your wealth management services to the next level, enhancing client communication and operational efficiency like never before.

Unified Communication Suite Within Redtail

Imagine having all of RingCentral's powerful communication tools embedded directly in your Redtail CRM interface. Place calls, send SMS messages, and check voicemail without ever leaving your client management system. This integration brings a new level of efficiency to your workflow, allowing you to manage client portfolios, track financial goals, and communicate seamlessly—all from one platform.

360° Client View at Your Fingertips

Redtail CRM provides comprehensive client data and financial histories. Our integration takes it further by instantly displaying caller information through screen pop-ups for both incoming and outgoing calls. This 360° view ensures you're always prepared for quality interactions, enhancing client satisfaction and trust in your advisory services.

Real-Time Synchronization

Keep your Redtail CRM and BT Cloud Work systems in perfect harmony. Call history and call dispositions automatically sync, ensuring your CRM always reflects the most up-to-date communication data. This real-time synchronization empowers you to make informed decisions and provide personalized financial advice based on the latest client interactions.

Boost Productivity with Click-to-Call

In the dynamic world of financial advisory, our click-to-call feature saves precious time. With a simple hover-to-show tooltip revealing a click-to-call button on any phone number within Redtail, you can initiate calls instantly. This seamless integration means less time dialing and more time advising clients on their financial futures.

Always Connected, Always Advising

The RingCentral integration isn't just tied to your Redtail CRM tab. Our App Connect client allows you to place and receive calls even when you're not actively using Redtail or have closed the tab. Stay connected and responsive, ensuring you never miss an opportunity to serve your clients' financial needs.

Effortless Communication Logging

Automatically or manually synchronize your BT Cloud Work call history, SMS, and voicemail logs to Redtail contacts, opportunities, and activities. This feature ensures that you spend less time on data entry and more time on what matters most – providing top-notch financial advice and growing your practice.

Compatible and Accessible

Whether you use Windows® or Mac®, our integration works seamlessly with Google Chrome and Microsoft Edge, ensuring that you can benefit from this powerful combination of Redtail CRM and BT Cloud Work, regardless of your preferred operating system.

Take Control of Your Communications

With active call control, manage calls on other devices directly from your Redtail CRM interface. This flexibility allows you to adapt to any work environment, maintaining professionalism and efficiency throughout your client interactions.

Elevate Your Financial Advisory Practice Today

By integrating BT Cloud Work with Redtail, you're not just combining two powerful tools – you're creating a seamless, efficient, and productive workspace that will transform how you communicate with clients, manage your practice, and deliver exceptional financial advice.