Redtail CRM

Redtail is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors!
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Redtail CRM
Categories
CRM
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Virtual ReceptionistsAI ReceptionistWeb ChatOutreach Campaigns
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NativePowered by ZapierPowered by Make
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Smith.ai integrates with Redtail CRM so callers' contact information and post-call summaries are instantly added directly to your Redtail CRM account after each call. If you need help with integrating your Redtail CRM account to Smith.ai, you can email our support team at support@smith.ai.

Smith.ai is trusted by 3,000+ businesses

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Converts callers into clients
Smith.ai is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients.
Jeremy Treister
Owner, CMIT Solutions of Downtown Chicago
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Smith.ai is trusted by 3,000+ businesses

5.0 stars
4.9 stars
5.0 stars
4.8 stars
Read case study

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