Redtail CRM

· #292 most-used

CRM built for financial advisors, automated by AI

CRMSalesProductivityFinanceScheduling

Redtail CRM is the leading cloud-based contact and practice management platform for financial advisors, RIAs, and wealth management teams. It centralises client records, activities, opportunities, and workflows in one place. Connect it to Actionist and your agents can create and update contacts, log activities, track opportunities, and react to CRM events — keeping your practice data current without any manual data entry.

Try Redtail CRM with Actionist Visit Redtail CRM

Average time saved

14 hours

per person · per month

≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycle of creating contacts, logging activities, updating opportunity stages, running data quality checks, and building pipeline reports — all recurring CRM tasks that consume advisor and operations time every week.

Schedule

What your Redtail CRM agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Mon–Wed

Mon

Tue

Wed

10a

11a

12p

Multi-app workflows

Redtail CRM × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

6Apps spanned

~10 hrsSaved / week

4Personas served

For sales

Featured2 apps

New referral captured in Redtail within about a minute of the referral call

When a referral is posted in Slack, the agent reads the message, fetches the correct source and category IDs from Redtail, creates a full contact record with advisor assignment and source set to 'Referral', creates a follow-up activity due in 2 business days, and replies to the Slack thread confirming the CRM record is ready. The advisor starts their call with the prospect already in Redtail.

~2 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a team member posts a referral in the #new-clients Slack channel

Trigger

Step 1

Slack

Detect referral post in #new-clients channel

read

Step 2

Redtail CRM

Lookup Contact Source to get referral source ID

write

Step 3

Redtail CRM

Create Contact with referral source and advisor assignment

write

Step 4

Redtail CRM

Create Activity linked to new contact — follow-up due in 2 days

write

Step 5

Slack

Reply to Slack thread confirming CRM record created

Result

Create Contact with referral source and advisor assignmentCreate Activity linked to new contact — follow-up due in 2 daysReply to Slack thread confirming CRM record created

The win

Saved per run

12 min

Runs / week

~8×

Every referral enters Redtail before the advisor hangs up

Driven bySales Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
45 min / week
Manual prospect entry and pipeline updates
Advisors manually create Redtail contacts for each new lead and update opportunity stages after every conversation — 10 minutes of CRM entry per prospect, every time.
Sales Agent
0 min
Agent creates contacts and advances pipeline automatically
When a lead arrives from any channel, the agent creates the Redtail contact, assigns the advisor, and creates the first follow-up activity — all without the advisor touching the CRM.
Marketing
30 min / week
Manual lead source tagging and segment updates
The marketing team manually reviews new contacts in Redtail, assigns source tags, and updates categories each week — a slow process that leaves segmentation data perpetually behind.
Marketing Agent
0 min
Agent tags leads by source and updates segments automatically
The agent assigns the correct source and category to every new contact at creation and runs a weekly segmentation sweep — Redtail segmentation stays current without manual review.
Customer Support
60 min / week
Manual activity logging after every client call
Advisors manually create a Redtail activity after every client interaction — logging the call type, description, and contact link after an already-busy day of client service.
Customer Support Agent
0 min
Agent logs activities automatically from call summaries
The agent reads the call summary and creates the Redtail activity with full description and contact link within about a minute — the advisor never opens the CRM to log a call.
Human Resources
40 min / week
Manual advisor reassignment during transitions
HR manually updates servicing and writing advisor fields on dozens or hundreds of Redtail contacts during a book-of-business transfer — a full day's work done record by record.
Human Resources Agent
0 min
Agent processes book-of-business transfers automatically
When a transfer is confirmed, the agent bulk-updates all affected contacts and open activities to the replacement advisor in Redtail — a full transition processed before lunch.
Finance
60 min / week
Manual pipeline revenue reporting from Redtail exports
Finance manually exports Redtail opportunity data, pivots it in Excel, and builds a pipeline value report each week — an hour of spreadsheet work every Monday morning.
Finance Agent
0 min
Agent delivers pipeline revenue snapshot automatically
Every Monday the agent tallies opportunity revenue by stage from Redtail and posts the snapshot to Slack — leadership sees the pipeline before the Monday call, no export required.
Operations
90 min / week
Manual CRM data quality checks
The operations team manually reviews Redtail for contacts missing advisor assignments, activity records with wrong types, and orphaned records — a weekly audit that takes hours to complete.
Operations Agent
0 min
Agent runs automated data quality checks weekly
The agent audits contact assignments, activity type validity, and orphaned records every week and posts a prioritised remediation list to Slack — the team fixes problems instead of finding them.
Legal
90 min / week
Manual compliance review scheduling
The compliance officer manually reviews the client list in Redtail each week, identifies clients overdue for suitability reviews, and creates activities for each one — a multi-hour compliance task every Monday.
Legal Agent
0 min
Agent creates regulatory review activities automatically
Every Monday before the team arrives, the agent creates suitability review activities for all overdue clients in Redtail and notifies the compliance officer — the regulatory queue is ready without any manual review.

+ 100s of other Redtail CRM automations

Average time saved

42 hrs / person / month

Calculator

Calculate what your team saves

Team size

8 people

Hourly rate

$45 / hr

Hours saved / week

Hours saved / year

1,400

Annual ROI

$63,000

Based on Redtail CRM's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.5 hrs / person / week of admin work automated.

Connect

How to plug Redtail CRM into Actionist

Pick the connection method that suits your environment.

Connect using your Redtail CRM API key. Redtail uses a username and database API key pair for authentication — generate the key from your Redtail account settings and paste it into Actionist.

Open Redtail CRM Settings

Copy your API key

Copy the API key displayed. Treat it like a password — store it securely and do not share it.

Paste into Actionist

Paste your Redtail API key into the field below and click Test connection. Actionist will verify access before saving.

Credentials you'll need

API Key*

Redtail CRM → Settings → API → Generate or copy your API key

Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

8 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Redtail CRM + Actionist

How does Actionist connect to Redtail CRM?

Go to the Apps tab, find Redtail CRM, and click Connect. You will be prompted to enter your Redtail API key. Generate the key from your Redtail account under Settings and paste it into Actionist. The agent runs a read-only test call to confirm the connection before any actions are taken. Your API key is stored securely and never exposed in logs.

Can Actionist create contacts in Redtail from leads that arrive in other apps?

Yes. When a lead arrives from a web form, a referral message in Slack, a calendar booking, or any connected app, the agent can create a full Redtail contact record with name, source, category, advisor assignment, and contact details — all within about a minute of the lead event. The contact appears in Redtail before the advisor checks their inbox.

Will the agent make changes to Redtail without my approval?

That depends on the Approval Mode you configure. In 'Ask each time' mode, the agent proposes the create or update action and waits for your confirmation before writing anything to Redtail. In 'Full auto' mode, the agent acts directly. Destructive or irreversible actions always prompt for approval regardless of mode — you can rely on Actionist to ask before it does anything that cannot be undone.

How quickly does Actionist react to new contacts or opportunities created in Redtail?

Actionist polls Redtail's webhook triggers and processes events within about a minute of the event occurring in the CRM. For example, when a new contact is created in Redtail, the agent can send a welcome Slack message, create a follow-up activity, and append a row to a Google Sheet — all within about a minute, without any manual action.

Can Actionist help with compliance activity scheduling in Redtail?

Yes. The agent can run a scheduled sweep every Monday morning, identify clients in Redtail who are overdue for suitability reviews or other regulatory activities, and create the required activities assigned to their servicing advisor — all before the compliance officer arrives. You can configure the review frequency, activity type, and importance level to match your firm's compliance programme.

Does Actionist support bulk book-of-business transfers in Redtail?

Yes. When an advisor departs or a book transfer is needed, the agent can bulk-update the servicing and writing advisor fields on all affected Redtail contacts and reassign open activities to the replacement advisor. Provide a list of affected contacts and the replacement advisor's Redtail ID, and the agent processes the transfer — a task that previously took hours of manual editing completes in a single automated run.

Which Redtail CRM objects can Actionist read and write?

Actionist can create and update contacts, activities, and opportunities in Redtail CRM. It can also read lookup tables for contact statuses, categories, sources, servicing advisors, writing advisors, activity types, activity categories, opportunity stages, and teams. This covers the core of Redtail's data model for a financial advisory practice.

Can I use Actionist with Redtail CRM if my firm uses custom statuses and activity types?

Yes. Actionist uses Redtail's lookup endpoints to fetch your firm's configured status, category, activity type, and opportunity stage lists before creating or updating records. This means it adapts to your firm's custom configuration automatically — it does not assume a fixed set of status values or activity types.