Redtail integration
Redtail CRM automation for advisory firms
Advisor Ready builds lead response, onboarding and meeting follow-up around Redtail, so new contacts, activities and reminders create themselves instead of being typed in.
Redtail is where the work is recorded. It should not be where the work is retyped.
Many firms have run on Redtail for years. The routine around it has not changed: copy the inquiry in, build the activity list, send the reminder, log it.
Each of those steps is small. Together they take hours a week and slow down the moments clients notice most, the first reply and the first weeks after signing.
We automate the steps around Redtail and leave your data where it already lives.
What happens, step by step.
- audit
Confirm what your Redtail setup allows
On the audit call we map your current steps and confirm which Redtail records and activities each automation can create.
- inbound
Inquiries to Redtail contacts
Website inquiries and bookings become Redtail contacts with notes, and a reply is drafted for your team to approve.
- onboarding
Signed agreement to activities
A signed agreement starts your onboarding activities and the client's document checklist, with reminders until complete.
- always
Records written back
Drafts, approvals and sends are logged in Redtail for your books and records.
What your firm gets
- Lead response and onboarding running on top of Redtail
- Contacts and activities created without retyping
- A clear onboarding status for every new client
- Workflows your firm owns outright
Guardrails built in
- Runs in an automation account your firm owns
- Human approval on every client-facing message
- No custodian access, trading or money movement
- No client data stored on our side
Questions firms ask
Do you build on Redtail today?
Our standard build is on Wealthbox. Redtail builds are scoped on the audit call, where we confirm exactly what your Redtail setup supports before you commit to anything.
Do we have to move off Redtail?
No. The point is to automate the work around the CRM you already use.
What does it cost?
The same fixed prices as every build: a $750 audit credited toward a $5,000 Lead-to-Onboarded System, live in 14 days once access is in place.
Find the three automations worth building in your firm.
The audit is 45 minutes and $750, credited toward your build. You keep the map either way.
Book the practice audit