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Financial CRM

Connect Any Phone System to Redtail CRM

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.

Connect to Redtail CRM See All Phone Systems
About

Redtail CRM

Redtail CRM is the leading CRM solution for financial advisors and wealth management firms, offering compliance-friendly contact management and workflow automation.

Key Features

  • Contact Management
  • Calendar
  • Workflow Automation
  • Compliance
  • Document Management
  • Reporting
  • Integrations
AI-Powered CRM

What Callably Does Before Sending to Redtail CRM

Callably's AI processes every interaction and sends enriched data to Redtail CRM:

  • AI transcription and summarization of every call
  • Automatic lead scoring — Hot, Warm, Cold, New
  • Contact extraction — names, emails, company info
  • Call recordings — compressed and securely hosted
  • Appointment data from AI-detected scheduling intent
  • Team member identification and performance data
  • Lead timeline with full interaction history
  • Drip sequence status and engagement data
  • SMS messages and AI-drafted replies
Simple Setup

How to Connect Your Phone System to Redtail CRM

Get your phone data flowing into Redtail CRM in minutes.

1

Sign Up for Callably

Create your free account. No credit card required to get started.

2

Connect Your Phone Provider

Link your business phone system — RingCentral, OpenPhone, Twilio, or any supported provider.

3

Enter Your Redtail CRM Webhook

Add your Redtail CRM webhook URL. Callably manages leads internally and forwards AI-enriched data to Redtail CRM automatically.

Phone Systems

Phone Systems That Work with Redtail CRM

Select your phone provider to see the specific integration setup.

UCaaS

RingCentral + Redtail CRM

Sync RingCentral calls and SMS to Redtail CRM automatically.

Business Phone

OpenPhone + Redtail CRM

Sync OpenPhone calls and SMS to Redtail CRM automatically.

CPaaS

Twilio + Redtail CRM

Sync Twilio calls and SMS to Redtail CRM automatically.

CPaaS

Plivo + Redtail CRM

Sync Plivo calls and SMS to Redtail CRM automatically.

Call Tracking

CallRail + Redtail CRM

Sync CallRail calls and SMS to Redtail CRM automatically.

Sales Dialer

SmrtPhone + Redtail CRM

Sync SmrtPhone calls and SMS to Redtail CRM automatically.

Communication APIs

ClickSend + Redtail CRM

Sync ClickSend calls and SMS to Redtail CRM automatically.

UCaaS

Vonage + Redtail CRM

Sync Vonage calls and SMS to Redtail CRM automatically.

UCaaS

Dialpad + Redtail CRM

Sync Dialpad calls and SMS to Redtail CRM automatically.

Virtual Phone

Grasshopper + Redtail CRM

Sync Grasshopper calls and SMS to Redtail CRM automatically.

UCaaS

8x8 + Redtail CRM

Sync 8x8 calls and SMS to Redtail CRM automatically.

UCaaS

Nextiva + Redtail CRM

Sync Nextiva calls and SMS to Redtail CRM automatically.

UCaaS

GoTo Connect + Redtail CRM

Sync GoTo Connect calls and SMS to Redtail CRM automatically.

VoIP

Ooma + Redtail CRM

Sync Ooma calls and SMS to Redtail CRM automatically.

UCaaS

Zoom Phone + Redtail CRM

Sync Zoom Phone calls and SMS to Redtail CRM automatically.

Business Phone

Google Voice + Redtail CRM

Sync Google Voice calls and SMS to Redtail CRM automatically.

Business Phone

Aircall + Redtail CRM

Sync Aircall calls and SMS to Redtail CRM automatically.

Contact Center

CloudTalk + Redtail CRM

Sync CloudTalk calls and SMS to Redtail CRM automatically.

Business Phone

JustCall + Redtail CRM

Sync JustCall calls and SMS to Redtail CRM automatically.

Contact Center

Talkdesk + Redtail CRM

Sync Talkdesk calls and SMS to Redtail CRM automatically.

Contact Center

Five9 + Redtail CRM

Sync Five9 calls and SMS to Redtail CRM automatically.

Contact Center

Freshcaller + Redtail CRM

Sync Freshcaller calls and SMS to Redtail CRM automatically.

Business Phone

RingOver + Redtail CRM

Sync RingOver calls and SMS to Redtail CRM automatically.

VoIP

Phone.com + Redtail CRM

Sync Phone.com calls and SMS to Redtail CRM automatically.

VoIP

magicJack + Redtail CRM

Sync magicJack calls and SMS to Redtail CRM automatically.

Virtual Phone

Line2 + Redtail CRM

Sync Line2 calls and SMS to Redtail CRM automatically.

Virtual Phone

Sideline + Redtail CRM

Sync Sideline calls and SMS to Redtail CRM automatically.

Landline

Community Phone + Redtail CRM

Sync Community Phone calls and SMS to Redtail CRM automatically.

CPaaS

Bandwidth + Redtail CRM

Sync Bandwidth calls and SMS to Redtail CRM automatically.

CPaaS

MessageBird + Redtail CRM

Sync MessageBird calls and SMS to Redtail CRM automatically.

Frequently Asked Questions

Can I connect any phone system to Redtail CRM?
Yes. Callably supports 30+ phone providers including RingCentral, OpenPhone, Twilio, Vonage, Dialpad, and many more. Any of them can be connected to Redtail CRM through Callably.
How does Redtail CRM receive the phone data?
Callably sends structured data to Redtail CRM via webhooks. Each call or SMS event triggers an automatic data push with all relevant details including recordings, transcriptions, and caller information.
Does the Redtail CRM integration include AI features?
Yes. Callably uses AI to transcribe call recordings, generate summaries, extract contact information, and score leads. All this AI-enriched data is sent directly to Redtail CRM with each event.
Do I need to configure Redtail CRM to receive webhooks?
Redtail CRM needs to have a webhook endpoint or incoming data URL that can receive data. Most CRMs support this natively or through tools like Zapier, Make, or built-in webhook features.
Is the data synced in real-time to Redtail CRM?
Yes. Callably processes phone events as they happen and forwards them to Redtail CRM within seconds. Your CRM stays up to date with every call and message in real-time.

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