Redtail CRM

Redtail is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors!
DESCRIPTION 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, you can email our support team at

" is our inbound sales team. Having a trained and personable voice has transformed our ability to answer the phone and convert callers to clients."
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Jeremy Treister
CMIT Solutions of Downtown Chicago

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