Your records in one portal
Clients, jobs and invoices from Redtail CRM sit next to the rest of your business.
Redtail CRM integration
CRM for financial advisors, with client records, workflows, notes and compliance tracking. Connect Redtail CRM to OLODESK and use it in the apps and automations your business runs on.
- Category
- Industry software
Popular ways to use Redtail CRM
Start with one of these, or describe your own.
Updates in both directions
Changes made in your other systems are written back to Redtail CRM, so both stay current.
Follow-ups that happen
A reminder goes out by email or text when something in Redtail CRM is due.
How to connect Redtail CRM
Request Redtail CRM
In your portal’s Integrations tab, press Request access next to Redtail CRM. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Redtail CRM, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.
On Business Pro, you can also work with your Redtail CRM data in ChatGPT. AI on OLODESK
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Redtail CRM integration FAQ
Do I need my own Redtail CRM account?
Yes. You connect the Redtail CRM account your business already uses.
Which plans include the Redtail CRM integration?
Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.
Can I connect more than one Redtail CRM account?
Yes. Connect as many as you need and choose which one each system uses.
Put Redtail CRM to work
Start your Free trial, then request Redtail CRM on Business Starter or Business Pro.