Redtail CRM Integrations

Shift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple.

Moxo is a pioneering Service Orchestration Platform designed to streamline and modernize workflows. Founded in 2012 by Subrah Iyar, co-founder and CEO of WebEx, and Stanley Huang, former Senior Director of Engineering at WebEx, Moxo reimagines business processes for the digital age. The platform supports comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services. Moxo continues to lead the way in workflow automation and client engagement, providing an intuitive, scalable platform that grows with the needs of enterprise clients. The platform’s extensive integration capabilities allow organizations to seamlessly connect with CRMs such as Salesforce and HubSpot, along with external applications like DocuSign, automatically triggering data syncing at a configurable cadence, ensuring that all business actions remain aligned with existing systems of record. Through Zapier, Moxo integrates with thousands of other applications, offering even more customization and automation options for businesses across industries. Moxo prioritizes privacy and permission-based access, providing tailored solutions for industries with regulatory requirements.

Intulse is a business VoIP provider, offers hosted/cloud VoIP UCaaS services to businesses. We offer managed VoIP phone systems for businesses in the USA designed for mobility, speed, flexibility, & more. Intulse was established in 2015 to assist businesses who were stuck with old communication systems that did not do enough but cost a lot. The Intulse UCaaS (Unified Communication as a Service) solution is designed to increase productivity through the Intulse App which offers a VoIP softphone, SMS texting, messaging, CRM integration (ex. Salesforce & HubSpot), softphones, time-based routing, virtual receptionists, customized greetings (including AI generated), 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 service. Intulse offers 24/7, 100% US-based support which is unmatched in the industry, and we answer the phone when you call.

Referral Factory is the #1 referral software used to create, manage and track your referral program with ease! Sign up, build a referral program, and ask your customers to spread the word. No coding required. With Referral Factory you get access to +1000 pre-built referral program templates, or you can build your own template. Style your referral campaigns to look and feel 100% on brand. Issue referral links to all your users. Simple 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 to get started, meaning you don’t need a developer to launch your own referral program. 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.

Monster VoIP was founded to deliver superior voice quality and maximize uptime to customers anywhere in the United States, including L.A., New York, Washington, D.C., Houston, Dallas, Chicago, and beyond. It also provides unparalleled customer service and satisfaction. To ensure geo-redundancy, we set up data centers in Las Vegas and New York, Dallas, Minnesota, and Chicago. All endpoints were multi-registered at each facility. This is a fancy way to say that you can expect exceptional voice quality and unmatched business phone uptime from multiple locations. We made sure to provide a complete suite for communication tools on one platform. This means that you and your team need only to learn our user interface for all communication needs. We decided to fulfill our customer satisfaction promise by providing personalized setup and ongoing 24/7/365 support for every business VoIP customer who walks through our virtual doors.

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

It can be difficult to create online forms. Wufoo makes it simple. Our form designer will help you create online surveys, invitations, and contact forms so that you can collect the data, registrations, and payments you need. Our easy-to-use form builder allows you to customize and design the form. Link to our pages. Embed our pages on your website. You can also use our REST API. We can email you or send you a text as soon as new data arrives. You can also set up a live report! Our form builder offers an award-winning interface, easy customization and templates, as well as reporting capabilities. You can choose from over 400 templates. You can customize them exactly how you like. Ready to be customized. Create dynamic visualizations using your graphs, charts, and key metrics. Create dynamic forms using rules that follow the logic you have specified. In minutes, you can accept online payments using a Wufoo powered page.

Automate your workflows by connecting your apps. Automate your life with ease. Zapier automatically moves information between your web apps so you can concentrate on your most important work. Just a few clicks will connect your web apps so they can share data. Zaps are workflows that allow you to share information between your apps. No code required to speed up processes and get more done. Discover how Zapier makes automation easy for everyone. Keep using the tools that work best for you. Zapier connects more web applications than anyone else, and we add new options each week. We integrate with apps like Facebook Lead Ads and Quickbooks, Quickbooks, Google Sheets and Google Docs. Our editor is designed for DIY automation. Zaps can be set up without the assistance of developers. Zapier's built in apps allow you to create powerful workflows, without having to use separate services. Zapier is trusted by more than 3 million people to handle their tedious tasks.

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. 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. 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. - powerful search; search across ALL your content, apps, integrations and more! - integrated app store; instant access to all the best web apps - bookmark management and sharing - password manager & password sharing - browser extension with secure vault - import feature - app integrations - SSO - MFA Communication suite: - group chat, 1-on-1 chat, cross-app chat - voice and video call - meeting breakout rooms - schedule meetings And much more. Organize it all, with an online Desktop.

GoTo Connect gives your business a professional boost. GoTo Connect is a cloud-based, feature-rich, business phone system that helps thousands of companies in all industries and sizes to improve their communications and achieve greater success. GoTo Connect Hosted VoIP provides a wide range of features that can replace legacy landline phones such as unlimited voicemail boxes and auto attendants.

Simplii's click-to-call feature allows you to quickly go from browsing the internet and call someone by clicking one button. Once you enable this feature, any phone number that appears in your Chrome browser will be clickable. Any incoming call to your phone will be displayed across all tabs of your Chrome browser using our Fusion extension. Screen Pops allow you to respond to calls, reject them, or send text messages. You can also transfer calls or place them on hold from your screen. Screen Pops also allow you to enter notes and contact information directly into the screen. This information is immediately saved onto your contacts. All call history, call recordings and SMS messages are recorded in real-time to any Simplii CRM. Simply connect to Fusion to view the logs automatically.

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

Next big marketing trend? Marketing that is less expensive. Our AI-powered software is combined with dedicated content specialists to help build real relationships with your networks. Keep in touch with prospects and clients to drive referrals and repeat business. Use tried-and-true email templates to save time and money. Keep track of important dates and facts about each contact. Never forget a birthday! We can help you import from almost anywhere. You can quickly and easily add the dates and key facts you want to recall, and then create tags to categorize your networks. We will remind you to check in on prospects, to account round with existing customers, and to reach out for renewals according a schedule that you create. Our AI-powered software will keep your honest. Sayonara to spam folders. Levitate emails are not sent via mass blast providers. Instead, they pass through your regular email server (like Outlook or Gmail) and arrive as individual, one-to-one messages to recipient inboxes.

CallHarbor offers UCaaS systems for small and medium-sized businesses. Our platform gives you statistics about your employees, integrates to your existing applications, allows you to access full functionality even if you are not in the office. We do more than just make outgoing calls. CallHarbor works with companies in many industries and provides industry-leading systems to improve communication workflow. CallHarbor offers top mobile and web apps that allow you to work from anywhere. We have everything you need, from making calls on your desktop to checking your voicemail in an email, to calling your friends from your mobile device. CallHarbor doesn't limit the number of Queues or Auto-Attendants, Parking Lots or Users that your system can have. This allows you to grow small and start big. We are there for you every step of your journey. You don't need to worry about dropped calls because we have reliable geo-redundant servers. We offer 25+ world-class features as part of your original plan and one flat rate.

Only phone designed for sales. The only phone that can warm up cold calls with HD quality and real-time coaching powered By Ai. Because every closer needs some help. Video conferencing, dialer and SMS all in one so that your data is always available and your team doesn't feel overwhelmed. Speech coaching can be used to help reps identify if they are speaking too fast, too slow, using too many filler words or talking too loud. Call analytics and dashboards can help you uncover insights and best practices. To ensure that no data is lost, autolog calls, transcripts, or notes can be uploaded to your CRM. Voice Intelligence makes it easy for reps to say the right things on a call. Battle cards are displayed in real-time and help them make decisions. You can see the sentiment of any call, assist reps, save at risk deals, and find the best coaching opportunities. Voice Intelligence uses Speech Recognition for transcription, Natural Language Processing for analysis, and Machine Learning to make intelligent recommendations in real time.

Hosted Business Phone System PBX can make any company sound and function as a Fortune 500 company. All your calls can be answered by an auto-attendant. This allows callers to dial by name, choose extensions, and select departments. You can have your calls transferred to your mobile phone automatically if you're on the move. T-Max is completely geo-redundant. Our servers are hosted in top-notch data centers across the United States. Multiple carriers are used to ensure maximum connectivity to the PSTN. T-Max uses high-quality desk phones made by Yealink and Polycom. There are many models to choose from to best suit your environment. We offer a variety of reception consoles, agents phones, wireless phones, conference room phones, and wireless phones. The best Hosted Business Phone System for the price is available today. 1-888-245-34883 Departments Extensions Digital Receptionist Voice Prompts Voice Mail Fax Service And Much More

Formstack's workplace productivity platform helps over 27,000 companies digitize what is important, automate workflows, and fix problems--all without writing code. Everything you need for digital work acceleration Formstack's platform combines all of our workplace productivity products into one integrated solution. Create custom forms quickly and easily, input data into digital documents and collect eSignatures. Forms. You can create powerful forms and workflows in a matter of minutes that automate processes and allow you to collect information from anywhere. No IT or coding skills required. Documents. A document generator can transform data into beautiful documents that can be sent anywhere. Sign. You can eliminate paperwork with an easy-to-use eSignature solution. This allows you to collect digital signatures on forms and documents from any device. Workplace Productivity Report.

Get real-time intelligence on important conversations. Easy-to-use APIs allow you to extend your communication workflow. Marsview is an all in one platform for real-time conversation Intelligence. Marsview Notes allows you to record, transcribe, and generate insights automatically from video, voice, and text-based communications at large scale. Learn how Marsview APIs are used by developers to provide the best user experience. Zoom integrates with Zoom to record voice calls and video conferences from any phone or web app. In minutes, you will receive clean, punctuated transcripts with assigned speakers in your email. To collaborate and share, edit or download transcripts and notes. Marsview, an AI-powered meeting assistant, helps you automatically schedule, record and transcribe voice and video conversations. Users can use the intelligent MeetingspaceTM to manage all client relationships.

Chat agents are available to provide immediate assistance during critical buying windows. Chat agents can help you generate more leads online from website visitors to your company who might not otherwise complete a contact form. Chat agents can save you time by helping your business fill out routine tasks such as filling out forms to capture new clients 24/7. Chat Agents assist customers to book and schedule appointments. We will do whatever it takes to make sure you get the most from your appointments. We will match or beat any competitor's prices, so don't overpay. Our fixed monthly rate includes unlimited chat engagements for your account. Your marketing and brand-building efforts are the reason your web visitors are there. We won't be surprised. There will be no additional charges. Don't limit your potential. We provide 24/7 staffing for your website with real people.

All-in-one platform designed for relationship-focused financial advisors. A modern and intuitive UI that allows you to access all of your client information. White label mobile app and portal available with a beautiful, intuitive client experience. You can access performance reporting, trading and rebalancing, billing, document vault, and more. Connect with 25 of the most prominent wealth-tech vendors in CRM planning, risk management, and risk management. Direct connections to 14 custodians as well as thousands of financial institutions. CircleBlack can help your firm save time, delight clients and win more business, no matter how small or large. CircleBlack is the destination for advisors who are looking for a modern technology solution to their new RIA. We provide white glove support to simplify the transition, minimize client leakage, and promote professionalism.

RightCapital's platform turns complexity into clarity, with ease, precision and dynamism. Clear illustrations of multiple scenarios, stress testing, and more. Your clients will be grateful that you helped them turn their golf in the morning, beach all day dreams into reality. Show your clients how to save money by using a tax-efficient distribution plan. Explain withdrawal schedules and Roth converts in a language they will understand. Protect your clients from situations like disability or death. Assess their needs and determine the best ways to meet them. Use our unique student loans module to illustrate different repayment programs so that clients can reduce their payments. Help your clients or their kids reduce the burden of student loan debt. RightCapital provides the clarity, flexibility and support that you need to confidently create financial plans.

Increase your revenue by booking more meetings, converting more prospects and generating more revenue. Reduce the time it takes to close a deal, shorten your sales process, and give your team valuable hours back. Eliminate manual work, automate follow ups, and decrease no-shows while working seamlessly with existing CRM. Work seamlessly with your CRM to eliminate manual tasks, automate following-ups and decrease no-shows. Distribute meetings according to your organization's complexity. AppointmentCore records all meetings, changes in appointments, disposition data and more into Salesforce or any CRM of your choice. Automated scheduling and automation tools integrated with any webform will help you convert your best inbound sales leads into sales meetings. Smart routing tools and CRM rules let you automatically route leads to the most suitable reps, and coordinate across calendars.

Engage in each client interaction and be fully present. This will help you build stronger relationships. Zocks can capture financial and personal details without recording client conversations. It also integrates with CRM to automate follow-up tasks, communications and workflows. Zocks can capture all the information you need without recording conversations. Zocks analyzes virtual or in-person conversations and automatically captures key information about your client's financial status, investment goals, life events, and more. Never miss a personal or financial fact.

You can easily create, share, scale, and scale your company’s best plays. PlaybookBuilder can help you grow your business. Share the best practices of your team with others. PlaybookBuilder includes text, video, links and files, as well as QR codes, quizzes and forms. You can quickly get started with pre-made and customizable templates or make your own!

We combine design thinking with personal finance to show clients their complete financial picture with clarity. Asset-Map, a financial tech startup based in Philadelphia PA, is an award-winning financial tech startup. Asset-Map has over $1.4 trillion in financial instruments. Advisors can use their professional insight to visualize all the household's finances in an Asset-Map report. Interactive Target-Maps allow you to identify the most important financial priorities of a household and track their progress. Intuitively search for and filter entire advisory practices by keeping an eye on households that require attention in a way that is unique. Book a demo today to join the thousands of financial advisors who help their clients make better financial decisions.

Investors will make better decisions if financial advisors aren’t afraid to discuss risk. No more stereotyping investors based on age. It is time to act in the best interest of investors and prove that it quantitatively. No more stereotyping investors based on their age. It is time to act in the best interest of investors and prove that quantitatively. Risk Assessments are able to pinpoint the level of risk that an investor is willing to take. They eliminate all stereotypes that have made risk tolerance almost meaningless. The most scientific framework can be used to objectively determine an investor's Risk Number®, regardless of whether you are in the same room or around the globe. Portfolio analysis allows you to determine how much risk an investor is currently taking.

To create compelling reports, combine client accounts with custom integrations. This will allow you to show your clients what your expertise can do for them. To demonstrate how your recommendations would affect a prospect's wealth, you can use hypothetical sales illustrations to show details such as withdrawals, investments, reinvestment dividends, taxes, etc. You can match your client's goals by creating firmwide strategies that help them reach their financial goals using investment models, lists, strategies, and other strategies. To illustrate the potential success of different strategies, you can run Monte Carlo projections. Morningstar Goal Bridge allows you to have goal-based conversations with clients and then quickly link those goals to an easy investment plan in a simple but powerful workflow.

Birthdays, anniversaries and other events. Clients won't need to download any software or app to communicate with you. You can have more time for what you love by having client communication scheduled, automated, and efficient. We work directly with your compliance department to ensure that your messages are monitored and kept safe. You can import your contacts directly from your CRM or mobile phone and start texting immediately. Your conversations will be immediately archived in your CRM. You can create recurring messages and plan messages for the future. You can push send once and have your marketing done in a worry-free manner. We can create a text number to enable text messaging and forward all calls to your chosen number.

Envestnet MoneyGuide aims to make goal-based financial plan efficient and approachable. We offer easy-to-use tools for financial planning that allow advisors to customize their services according to the needs of their clients. MoneyGuidePro® is a financial planning tool designed with advisors in mind. It provides sophisticated solutions, smart assumptions and helps advisors navigate complex financial elements. MoneyGuideElite (sm) is a planning solution that allows advisors to visualize income distribution, tax planning strategies, lifetime protection strategies and the benefits and tradeoffs associated with annuities. We offer a variety of brochures, videos and questionnaires to help you communicate with your clients effectively and gather the information needed to create a plan. Our marketing storefront allows you to customize print documents with your logo and contact information.

Our cloud-based hosted telephone system is simple, flexible and has powerful call-management tools. Start your 14-day free trial today. Monthly rolling contracts are free of obligation. Future-proof your company. The technology has made it easier to run and manage businesses today. Businesses around the world are increasingly data-driven. The majority of organizations can now develop useful and effective strategies by analyzing data about their relationship and interactions between them and potential and existing customers. All of this is possible because CRM tools are available. You can remotely manage your desk phone, including its function keys, speed dials, directory, busy lights, etc. The best VoIP provider in the UK provides a complete mobile management suite that allows you to solve urgent and complex business issues when you're away from your office. Xinix provides a comprehensive range of unified communication (UC) services.

Pulse by AssetBook, a portfolio management system that is intuitive, user-friendly, and built with an open API, is attractive. Pulse is easy to integrate with other software. It allows you to interact with all the integrations of your firm in a meaningful manner. Pulse offers a firm dashboard that allows you to monitor your business's metrics, AUM and revenue growth over time. Your Pulse dashboard allows you to easily and intuitively monitor your top investments and global allocation.

Go Integrator Cara, a unified communications client for Cisco BroadWorks hosted telephone system, is available. It is packed with features that provide instant access to relevant information. It also integrates to contact-orientated business system and CRM applications. The standard set of integration features includes over 300 cross-vertical and vertically-specific applications. This allows for significant productivity improvements, such as knowing who is calling and quickly getting their details. Or simply clicking on their contact number, to automatically dial the number. Go Integrator Cara will save your customer both time AND money. Cara includes a built-in SIP Softphone that can be configured and activated using a BroadWorks profile. You can add a record to the integrated Salesforce CRM directly from the client's call history page or active chat preview window. Creates an activity record for a call received within integrated CRM.

Documati is a high-volume document generation software that can be integrated with any ERP or CRM. Our scalable REST API is available from Zapier, RPA platforms and no-code or low-code platforms. You can also use it to build custom applications. Simply open your CRM in Chrome browser and select a template. Then click the button. Now you can create a Word, PowerPoint or PDF document with the data from your CRM. It's amazing how a tedious task can be transformed into a quick activity in just a few minutes. Connect to any CRM without having to start a costly CRM integration project. You can create 100s of documents in a matter of minutes by merging data into a template. Connect your CRM system and click on the button. Documati will fill out your document.