Integrate your business phone system with Redtail CRM using Callably's AI-powered CRM. Every call is transcribed, scored, and managed as a lead — then AI-enriched data flows to Redtail CRM automatically.
Redtail CRM is the leading CRM solution for financial advisors and wealth management firms, offering compliance-friendly contact management and workflow automation.
Callably's AI processes every interaction and sends enriched data to Redtail CRM:
Get AI-enriched call data flowing into Redtail CRM in under 10 minutes — no coding required.
Sign up at callably.co — no credit card required.
In Callably Settings → Phone Provider, connect RingCentral, OpenPhone, Twilio, or any other supported phone system.
In Redtail CRM, locate your incoming webhook endpoint — usually found in Settings → Integrations or Developer settings. If Redtail CRM doesn't expose webhooks directly, use Zapier or Make as a bridge.
In Callably Settings → CRM Webhook, paste your Redtail CRM endpoint. Choose which events to forward: calls, SMS messages, lead updates, or appointments.
Place a test call on your phone system. Callably pushes AI-enriched data — transcript, lead score, contact details — to Redtail CRM automatically within seconds.
Select your phone provider to see the specific integration setup.
Sync ClickSend calls and SMS to Redtail CRM automatically.
Sync Grasshopper calls and SMS to Redtail CRM automatically.
Sync Google Voice calls and SMS to Redtail CRM automatically.
Sync Freshcaller calls and SMS to Redtail CRM automatically.
Sync Community Phone calls and SMS to Redtail CRM automatically.
AI-powered lead management, appointment scheduling, drip sequences, and team analytics — all from your phone system. Set up in minutes.