Redtail CRM Integrations

Your power browser. Shift is the first browser to merge all your web apps into one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Connect all of your Gmail, Outlook, and Office 365 accounts and manage everything from one centralized window. Build out your Shift browser with apps that integrate seamlessly so you have ultra-fast access to all the tools you use to stream, shop, work, browse, and stay connected. Shift brings it all together. We don’t use the internet for a simple search anymore. Every day, we juggle apps, hundreds of tabs, and multiple accounts—but while big browsers make that feel messy, Shift makes it simple. Tired of logging in and out? Stay logged into multiple accounts within the same app so you can toggle between profiles easily. Create multiple browser workspaces that keep different kinds of tabs, bookmarks, apps, and inboxes separate.

Intulse is a business VoIP provider offering hosted/cloud VoIP services for businesses. Managed VOIP phone systems with speed, flexibility, and more for small & large businesses in the USA. Intulse was founded in 2015 to help small businesses that were stuck using old communication systems that only did a little but cost a whole lot find a better solution to meet their needs. Intulse’s VoIP internet phone and connectivity solutions are designed to increase productivity through VoIP software dashboard Apps, VoIP CRM integration (ex. Salesforce & HubSpot), softphones, time-based routing, virtual receptionists, customized greetings, unlimited extensions, and more. Customers who choose Intulse as their cloud VoIP provider get the power of a feature-rich system that can be customized to best-fit how they do business. Intulse’s communications specialists work closely to help select and implement features to ensure each business gets the most out of their system and services

Plug and play software to build your own referral program. Now any business of any size can get more customers and grow their business using Referral Factory. Access +1000 pre-built referral program templates, or build a campaign from scratch. Style your campaign to look and feel 100% on brand. Easy to track who referred who. Issue rewards for referrals automatically (cash, vouchers, or upload your own coupons). What is unique about Referral Factory is that you don't need to install tracking scripts on your website to get started, you get a ‘no code’ solution right out of the box. They also offer integrations with Hubspot, Salesforce, Intercom, Zoho, Pipedrive and more. When you’re ready to scale there are webhooks, Zapier Zaps, and a flexible API. Referral Factory is the #1 referral software used to create, manage and track your referral program with ease!

Desktop.com lets you set up the ultimate online HQ for yourself or your team. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. It’s a secure workspace for organizing and managing everything you need in your digital workday, and ensuring that you can access it safely from any device at any time. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization.

The Hosted Business Phone System PBX will make any company sound and function like a Fortune 500 company. Your company can have all your calls answered by an auto-attendant allowing for callers to choose departments, extensions, dial by name or many other options. If you are working on the go you can have them automatically transferred to your cell phone. T-Max is fully geo-redundant. In other words, our servers are being hosted in a top-notch data centers throughout the United States. We use multiple carriers ensuring maximum connectivity to the PSTN. T-Max uses high-quality desk phones from Polycom & Yealink, with many different models to pick from to fit your unique environment best. We offer reception consoles, agent phones, wireless phones, and conference room phones. Our Hosted Business Phone System is the best choice for the price on the market today. 1-888-245-3483 Departments Extensions Digital Receptionist Voice Prompts Voice Mail Fax Service and Much More

Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.

Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks.

Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.

We built the GoTo Connect platform to help your business grow. It’s the ideal cloud-based phone system and customer engagement software to modernize your communications, centralize your interactions and effortlessly elevate your customer experiences. It’s easy to deploy and manage with an intuitive interface that anyone can master, along with unmatched support whenever you need it.​ GoTo Connect’s platform includes our award-winning, best-in-class products such as our UCaaS solution and phone system, customer engagement tools and multiple contact center capabilities along with powerful add-ons and integrations with your critical business apps such as MS Teams, Salesforce, Zendesk and Gmail.​

Monster VoIP was established to distribute superior voice quality and maximized uptime to customers from here in L.A. to New York to Washington, D.C. to Houston to Dallas to Chicago and beyond, while delivering unparalleled service and customer satisfaction. We started by setting up data centers in Las Vegas, New York, Dallas, and Minnesota to ensure geo-redundancy, with all endpoints multi-registered at all four facilities. (This is just a fancy way of saying that multiple locations means you can expect amazing voice quality and unparalleled business phone uptime.) We then made sure to offer a complete suite of communication tools in one platform. This means you and your team only have to learn our easy-to-use user interface for all of your communication efforts. To make good on our customer satisfaction promise, we then decided to provide personalized setup and ongoing 24/7/365 support to every business VoIP customer that walks through our (virtual) doors.

The next big marketing movement? Less marketing. We combine AI-powered software with dedicated content specialists to help you build real relationships with your network. Drive referrals and repeat business by keeping in touch with clients and prospects. Save time and money with tried-and-tested email templates. Remember key facts and dates about every contact. Never forget a birthday again! We’ll help you import from just about anywhere. Quickly and easily add key facts and dates you want to remember, then create simple tags to categorize your network. We’ll remind you to check in with prospects, account round with current customers, or reach out for renewals on a schedule you create. Our AI-powered software will keep you honest. Sayonara, spam folders. Unlike emails sent with mass blast providers, Levitate emails pass through your everyday email server (like Outlook and Gmail) and deliver as personal, one-to-one messages in recipient inboxes.

CallHarbor offers small and medium-sized business phone & UCaaS systems. Our platform give you statistics on your employees, integrates with your existing applications, and allows you to access full functionality even when out of the office. We are so much more than just in and out calling. CallHarbor works with businesses in diverse industries and continually provides industry leading systems to streamline workflow in communication. CallHarbor offers leading mobile and web apps to allow you to work on the go. From making calls on your desktop, to checking your voicemail in your email, we have it all. CallHarbor does not limit the amount of Queues, Auto-Attendants, Parking Lots, or Users your system can have. This makes it easy to start small and grow big. We're with you every step of the way. We have reliable geo-redundant data centers so that you don't have to worry about a dropped call. We offer 25+ world class features with your original plan, and give you one great flat rate.

The only phone built for sales. Warm up the cold call with HD quality plus real-time coaching powered by Ai. Because every closer needs a little help getting there. Video conferencing, dialer, and SMS all in one place so your data is connected and your team isn't overwhelmed with tools. Use speech coaching to let reps know if they’re speaking too quickly, too slowly, using too many filler words, or talking too much. Uncover insights and best practices with call analytics and dashboards. Autolog calls, transcripts, and notes to your CRM so no data is lost. Voice Intelligence helps reps say the right thing on a call with battle cards that display in real-time. See any call’s sentiment, jump in and assist reps, save at-risk deals, and identify the best coaching opportunities. Voice Intelligence uses Speech Recognition to transcribe calls; Natural Language Processing to analyze; and Machine Learning to provide intelligent recommendations--all in real-time.

Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.

Real-time Intelligence on your important conversations. Extend your communications workflow with easy-to-use APIs. Marsview is an all-in-one platform for real-time conversation intelligence. With Marsview Notes, you can record, transcribe and automatically generate insights from video, voice and text based communications at scale. Learn how developers use Marsview APIs for Conferencing, Customer Care, Remote Learning, Sales Enablement, Gaming and Telehealth to deliver the best end user experience. Record voice calls and video meetings from phone or web app or integrate with Zoom. Get clean, punctuated transcripts with assigned speakers sent to your inbox within minutes. Edit or Download transcript and notes to collaborate and share with others. Marsview is an AI-powered meeting assistant that helps you automatically schedule, record, transcribe and share voice and video conversations. The application provides an intelligent MeetingspaceTM for users to manage all client relationships.

Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Plan’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.

Our chat agents provide immediate responses during customers' crucial buying window. Chat agents can generate more online leads from your company's website visitors who might not otherwise fill out a contact form or make that first phone call. Chat Agents can help your business take care of some of the routine tasks like filling out forms to capture new client intakes 24/7, saving you valuable time. We assist visitors to your business website in scheduling and booking your available appointments. Whatever it takes to get the most out of your appointments. We will match or beat any competitor's price, so stop overpaying. Included in our fixed monthly rate is an unlimited number of 24/7 chat engagements on your behalf. Your web visitors are a result of your own marketing and brand-building efforts. We won't surprise you. You will never be charged for any excess. Don't limit your potential. We staff your company's website 24/7 with real people.

The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

Convert more prospects, book more meetings, and generate more revenue. Reduce time to close, shorten your sales cycle, and gain valuable hours back for your team. Eliminate manual tasks, automate follow-ups, decrease no-shows, all while working seamlessly with your existing CRM. Eliminate manual tasks, automate follow-ups, decrease no-shows, all while working seamlessly with your existing CRM. Distribute meetings to the right rep every time, regardless of your organization’s complexity. AppointmentCore automatically records meetings, appointment changes, or disposition data, and more, right into Salesforce or your CRM of choice. Ensure that your best inbound leads turn into sales meetings with automations and scheduling tools that integrate with any web form. Smart routing tools and custom CRM rules allow you to automatically route leads to the best-fit reps and coordinate across calendars.

Build stronger relationships with your clients by being fully present and engaged in every client interaction. ‍ Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows. Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.

Easily build, share, and scale your company’s best plays. How would you grow your business with PlaybookBuilder? Capture and share your team’s best practices. With PlaybookBuilder you get text, video, links, files, QR codes, quizzes, and forms all built in. Get started fast with pre-built and customizable templates – or create your own! PlaybookBuilder is so easy and intuitive you will be building playbooks within 60 seconds of launching your account without any training needed. Select a template, name it, and start adding assets immediately. The easy-to-use visual interface makes building playbooks, adding users, and automating communication a breeze. Build a playbook of your company’s best plays starting with a job function, a workflow, process, or a unique curriculum.

We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.

When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.

Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Demonstrate how your recommendations would have affected a prospect’s wealth to secure new business with hypothetical sales illustrations that can include details such as investments, withdrawals, reinvestment of dividends, taxes, and more. Match your client’s goals with firmwide strategies that drive towards their financial objectives using investment models, lists, and strategies. You can also run Monte Carlo projections to illustrate how different strategies might succeed. Morningstar Goal Bridge enables you to have goals-based conversations with clients, then quickly connect those goals to a straightforward investment plan in a simple, but powerful workflow.

Birthdays, anniversaries, events, appointments, and more! Clients will never have to download an app or software to communicate with you. Scheduled, automated, and efficient client communication — leaving you more time to do what you do best. We communicate directly with your compliance department, ensuring your messages are properly monitored and retained. Easily import your contacts from your CRM or your mobile phone and begin texting immediately. Your conversations will be instantly archived in your CRM. You can plan and schedule messages in the future and create recurring messages to celebrate important dates. Push send once, and be worry-free while your marketing is executed! If you don’t have a landline number to text enable, we can create a text number for you and auto-forward all calls to your number of choice.

Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front.

Pulse by AssetBook is an attractive, easy to use, and intuitive portfolio management system built with an open API. Simple to integrate with your other software, Pulse makes it easy to interact with all of your firm’s integrations in a meaningful way. Pulse features a firm dashboard, critical to understanding your business’s metrics, AUM, and fee revenue growth over time. Easily and intuitively monitor your top investment holdings and global allocation through your Pulse dashboard.

Go Integrator Cara is a unified communications client for the Cisco BroadWorks hosted telephony platform. It comes packed with features that allow instant access to relevant information and provides integration to contact-orientated business systems and CRM applications, offering a standard set of integration features with over 300 popular cross-vertical and vertical-specific applications. This provides significant productivity gains, for example, knowing who is calling and quickly getting their details on the screen or simply clicking on their contact number to automatically dial the number. Go Integrator Cara saves your customer both time and money. Cara comes with a built-in SIP Softphone which can be configured and enabled using a standard BroadWorks device profile. Add a record to the integrated CRM directly from the client call history page or active call preview window. Manually or automatically creates an activity record of a call received within the integrated CRM.

Documati is a high volume document generation software that integrates with any CRM or ERP. Leverage our scalable REST API from Zapier, RPA platforms, no-code and low-code platforms or your custom build applications. Open your CRM in Chrome browser, choose a document template and simply click the button. You just generated a Word, PDF or PowerPoint document filled with the data from your CRM. Look how a tedious routine turns into a 1-minute activity. Connect to any CRM without starting a costly CRM integration project. Generate 100s of documents in 1 minute by merging data into the template. Just connect your CRM system and click the button. The last thing is to look while Documati fill out your document.

Simplii’s click to call feature gives you the ability to go from browsing the internet to calling out with one simple click. Any phone number that appears on your Chrome browser will be clickable once you have this feature enabled. With our Fusion extension, any incoming call to your phone will also pop up across any tab on your Chrome browser. Screen Pops have options for you to answer or reject calls, respond with text messages, and even the ability to transfer or place calls on hold right from your screen. On top of that, you can type notes and contact information right into the Screen Pop, which immediately saves that information onto your contacts. With any integrated Simplii CRM, all call history, call recordings, SMS messages, dispositions, and notes are logged in real time to your CRM. Just connect your CRM account with Fusion to watch the logs record automatically.