Smith.ai Now Integrates with Redtail CRM
December 3, 2021
The new Smith.ai and Redtail CRM integration enables faster, more efficient, and better organized communication with leads, clients, staff, and more. When you connect Smith.ai with Redtail, your receptionist calls will now appear in your Redtail Activities tab. It's that simple! Financial advisors and staff will not only benefit from never missing a call, but they will also be able to quickly understand the work already completed, and then immediately identify and assign tasks for next steps.