CustomerIQ + Redtail CRM
CRM solution designed for financial advisors and wealth management firms. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
Client communication history is scattered and incomplete.
Compliance requires complete documentation, but manual logging is burdensome.
At-risk relationships slip through the cracks.
No visibility into team activity or client engagement.
Three ways we transform your client relationships.
*there are many more, but we thought we'd ease you into it.
Compliance Ready
Complete Documentation
Every email and call automatically logged. Your audit trail is always complete.
Client Health
Relationship Intelligence
AI identifies at-risk relationships based on engagement patterns.
Never Miss a Beat
Automated Follow-Ups
AI creates tasks and reminders based on client communications.
Powerful features for Redtail CRM users
Everything you need to automate your workflow and gain actionable insights.
Client Communication Sync
Every email and call automatically logged to Redtail client records.
Activity Automation
AI creates notes, tasks, and follow-ups based on communication content.
Compliance Support
Complete communication history for compliance and audit requirements.
Relationship Insights
AI analysis of client engagement to identify at-risk relationships.
Easy setup
Get started in minutes
Connect Redtail CRM to CustomerIQ in three simple steps.
Connect Redtail
Authenticate your Redtail CRM account with CustomerIQ.
Setup sync rules
Define how communications map to Redtail records.
Go live
Enable the integration and maintain complete client records automatically.
Why teams love CustomerIQ + Redtail CRM
Stop wasting time on manual data entry. Let CustomerIQ handle the busywork while you focus on what matters most - your clients.
- Save 2+ hours per day on data entry
- Never miss a follow-up or important detail
- Get AI insights on client health and risks
- Improve team response times by 40%
- Complete audit trail of all communications
- Seamless setup in minutes
Ready to connect Redtail CRM?
See how CustomerIQ can transform your workflow with a personalized demo.