AgentZap + Redtail CRM
A client calls about their portfolio while you're in a meeting with another account. AgentZap handles the inquiry, logs the activity in Redtail CRM, and schedules a callback so nothing gets missed.
Built for Financial Advisors
AI-powered client handling with Redtail integration
Client Capture
AI creates and updates client records in Redtail automatically.
Appointment Booking
Schedule client meetings directly into your calendar.
Activity Logging
Call notes and activities logged to client records.
Compliance Ready
Maintain compliant records of all client communications.
24/7 Client Service
Never miss a client call with round-the-clock coverage.
Client Insights
Track client engagement and call patterns.
How It Works
From client call to CRM record
Client Calls
Reaches your firm.
AI Assists
Handles the inquiry.
Redtail Syncs
Record updated.
You Follow Up
With full context.
Popular Use Cases
See how advisors use AgentZap + Redtail
Financial Advisors
Capture every client interaction.
Wealth Management
Professional client service 24/7.
Insurance Agents
Never miss policy inquiries.
RIAs
Scale client support efficiently.