39 Integrations with Redtail CRM
View a list of Redtail CRM integrations and software that integrates with Redtail CRM below. Compare the best Redtail CRM integrations as well as features, ratings, user reviews, and pricing of software that integrates with Redtail CRM. Here are the current Redtail CRM integrations in 2026:
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1
Axis LMS
Atrixware
Axis LMS is a powerful, flexible learning management system built for businesses that take training seriously. Whether you’re onboarding employees, managing certifications, or delivering compliance training, Axis LMS makes it easy with automation, customization, and robust reporting. Designed for real-world use, it supports video, SCORM, quizzes, surveys and much more - all in a responsive, mobile-friendly interface for users. With powerful admin tools and branding options, Axis LMS helps you create engaging learning experiences that scale with your organization, both online and virtual classrooms. Trusted by organizations of all sizes since 1997, Axis LMS combines enterprise-level power with small-business flexibility. Whether you have 25 users or 10,000+, Axis LMS delivers a reliable, scalable solution that evolves with your training needs.Starting Price: $169/month -
2
Shift
Shift Technologies Inc.
Shift is the first fully customizable browser that empowers you to make the most of your life online. Shift allows you to drag and drop apps, bars, and controls, to create a central hub that adapts to however you work. Sign into 1,500+ web apps, swap instantly between Spaces for work, side hustles or personal browsing, and stay logged into multiple accounts at once. In addition, Shift is proudly pioneering carbon-neutral browsing as part of its promise to reimagine what browsers can do—not only for users, but for the planet. Founded in 2016 in Victoria, British Columbia, Shift is a Certified B Corp within the Redbrick portfolio. Key capabilities & features - Build your browser: Create a custom layout for how you use the internet. - Create Spaces: Create separation between work, side hustles, and passion projects. - Integrate Apps: Add web apps to Shift to customize its capability. - Templates: Choose from 6 different layouts to build on.Starting Price: Free -
3
Intulse
Intulse
Intulse is a business VoIP provider offering hosted/cloud VoIP services for businesses. Managed VOIP phone systems with speed, flexibility, and more for small & large businesses in the USA. Intulse was founded in 2015 to help businesses that were stuck using old communication systems that only did a little but cost a whole lot find a better solution to meet their needs. Intulse’s VoIP UCaaS (Unified Communication as a Service) solutions are designed to increase productivity through the Intulse App, CRM integration (ex. Salesforce & HubSpot), softphones, time-based routing, virtual receptionists, customized greetings, 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.Starting Price: $26.00/month/user -
4
Desktop.com
Desktop.com
Desktop.com lets you set up the ultimate online HQ for yourself or your team. 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. It’s a secure workspace for organizing and managing everything you need in your digital workday, and ensuring that you can access it safely from any device at any time. 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. 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.Starting Price: $5 per user per month -
5
T-Max Phone Systems
T-Max
The Hosted Business Phone System PBX will make any company sound and function like a Fortune 500 company. Your company can have all your calls answered by an auto-attendant allowing for callers to choose departments, extensions, dial by name or many other options. If you are working on the go you can have them automatically transferred to your cell phone. T-Max is fully geo-redundant. In other words, our servers are being hosted in a top-notch data centers throughout the United States. We use multiple carriers ensuring maximum connectivity to the PSTN. T-Max uses high-quality desk phones from Polycom & Yealink, with many different models to pick from to fit your unique environment best. We offer reception consoles, agent phones, wireless phones, and conference room phones. Our Hosted Business Phone System is the best choice for the price on the market today. 1-888-245-3483 Departments Extensions Digital Receptionist Voice Prompts Voice Mail Fax Service and Much MoreStarting Price: $19.99 Mo/Ext -
6
Raklet
Raklet
Raklet is an all-in-one membership management software to grow your organization. Build, grow and monetize your audience through memberships, newsletters and other digital tools. Import your contacts easily and create custom fields. Automate your messages through different channels. Collect one-off or recurring payments. Automate reminders & invoices. Be there for your people whenever they need you, wherever they are. With our mobile app for iOS & Android, you can engage your members on the go or let us develop a branded mobile app just for you. Engage with your audience through different channels like events, private messages, newsletters, and much more. Create your own digital membership cards to check in at the door, and help your members feel more engaged. Use our Zoom integration for online events to track attendees. Raklet's membership management tools enable you to run your organization from a single platform.Starting Price: Free -
7
Zapier
Zapier
Zapier is an AI-powered automation platform designed to help teams safely scale workflows, agents, and AI-driven processes. It connects over 8,000 apps into a single ecosystem, allowing businesses to automate work across tools without writing code. Zapier enables teams to build AI workflows, custom AI agents, and chatbots that handle real tasks automatically. The platform brings AI, data, and automation together in one place for faster execution. Zapier supports enterprise-grade security, compliance, and observability for mission-critical workflows. With pre-built templates and AI-assisted setup, teams can start automating in minutes. Trusted by leading global companies, Zapier turns AI from hype into measurable business results.Starting Price: $19.99 per month -
8
Wufoo
SurveyMonkey
Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.Starting Price: $19 per month -
9
GoTo Connect
GoTo
GoTo Connect is the all-in-one cloud communications platform for businesses of any size, combining voice, video, messaging, and advanced features on a single, easy-to-manage system. Connect from any device—calls, meetings, and chats stay unified wherever you work. Simple deployment, intuitive management, and robust integrations let teams get started fast and scale effortlessly. AI-driven tools like AI Receptionist greet callers, route conversations, and automate tasks—no third-party apps needed. Benefit from 99.999% uptime, award-winning support, and built-in contact center features to grow your business and create seamless customer experiences. GoTo Connect: reliable communications, powered by modern automation and built for business success. -
10
Monster VoIP
Monster VoIP
Monster VoIP was established to distribute superior voice quality and maximized uptime to customers from here in L.A. to New York to Washington, D.C. to Houston to Dallas to Chicago and beyond, while delivering unparalleled service and customer satisfaction. We started by setting up data centers in Las Vegas, New York, Dallas, and Minnesota to ensure geo-redundancy, with all endpoints multi-registered at all four facilities. (This is just a fancy way of saying that multiple locations means you can expect amazing voice quality and unparalleled business phone uptime.) We then made sure to offer a complete suite of communication tools in one platform. This means you and your team only have to learn our easy-to-use user interface for all of your communication efforts. To make good on our customer satisfaction promise, we then decided to provide personalized setup and ongoing 24/7/365 support to every business VoIP customer that walks through our (virtual) doors.Starting Price: $27 /month -
11
Levitate
Real Magic
The next big marketing movement? Less marketing. We combine AI-powered software with dedicated content specialists to help you build real relationships with your network. Drive referrals and repeat business by keeping in touch with clients and prospects. Save time and money with tried-and-tested email templates. Remember key facts and dates about every contact. Never forget a birthday again! We’ll help you import from just about anywhere. Quickly and easily add key facts and dates you want to remember, then create simple tags to categorize your network. We’ll remind you to check in with prospects, account round with current customers, or reach out for renewals on a schedule you create. Our AI-powered software will keep you honest. Sayonara, spam folders. Unlike emails sent with mass blast providers, Levitate emails pass through your everyday email server (like Outlook and Gmail) and deliver as personal, one-to-one messages in recipient inboxes.Starting Price: $150 per month -
12
Moneytree
Moneytree Software
Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.Starting Price: $1981 per year -
13
Dialpad Sell
Dialpad
Dialpad Sell is an AI-powered sales outreach platform designed to help sales teams close deals faster and more efficiently. It provides real-time insights, such as call transcriptions, sentiment analysis, and keyword tracking, to assist reps in refining their pitches and overcoming objections. Managers gain powerful tools for monitoring team performance and coaching with AI-driven recommendations. The platform integrates seamlessly with popular CRMs and business apps like Salesforce, Zendesk, and Microsoft Teams. Dialpad Sell delivers increased sales efficiency, better onboarding, and reduced rep attrition. With enterprise-grade security and 24/7 support, it scales to meet the needs of businesses of all sizes.Starting Price: $95 per user per month -
14
Formstack Documents
Formstack
Create a productive workplace Formstack’s workplace productivity platform helps over 27,000 organizations digitize what matters, automate workflows, and fix processes—all without code. Everything you need to accelerate digital work. Formstack's platform brings all our workplace productivity products together into one, integrated solution. Quickly and easily create custom forms, feed data into digital documents, and collect eSignatures. Forms. Build powerful forms and workflows in minutes that help you automate processes and collect information anywhere. No coding or IT help needed. Documents. Put an end to cut and paste with a document generator that lets you transform data into beautifully designed documents that can be sent anywhere. Sign. Eliminate paperwork with a drag-and-drop eSignature solution that lets you collect digital signatures for forms and documents on any device. Workplace Productivity Report.Starting Price: $29 per month -
15
Marsview Notes
Marsview
Real-time Intelligence on your important conversations. Extend your communications workflow with easy-to-use APIs. Marsview is an all-in-one platform for real-time conversation intelligence. With Marsview Notes, you can record, transcribe and automatically generate insights from video, voice and text based communications at scale. Learn how developers use Marsview APIs for Conferencing, Customer Care, Remote Learning, Sales Enablement, Gaming and Telehealth to deliver the best end user experience. Record voice calls and video meetings from phone or web app or integrate with Zoom. Get clean, punctuated transcripts with assigned speakers sent to your inbox within minutes. Edit or Download transcript and notes to collaborate and share with others. Marsview is an AI-powered meeting assistant that helps you automatically schedule, record, transcribe and share voice and video conversations. The application provides an intelligent MeetingspaceTM for users to manage all client relationships.Starting Price: $9.99 per month -
16
RightCapital
RightCapital
RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.Starting Price: $139.95 per month -
17
AppointmentCore
AppointmentCore
Convert more prospects, book more meetings, and generate more revenue. Reduce time to close, shorten your sales cycle, and gain valuable hours back for your team. Eliminate manual tasks, automate follow-ups, decrease no-shows, all while working seamlessly with your existing CRM. Eliminate manual tasks, automate follow-ups, decrease no-shows, all while working seamlessly with your existing CRM. Distribute meetings to the right rep every time, regardless of your organization’s complexity. AppointmentCore automatically records meetings, appointment changes, or disposition data, and more, right into Salesforce or your CRM of choice. Ensure that your best inbound leads turn into sales meetings with automations and scheduling tools that integrate with any web form. Smart routing tools and custom CRM rules allow you to automatically route leads to the best-fit reps and coordinate across calendars.Starting Price: $8 per user per month -
18
Zocks
Zocks
Build stronger relationships with your clients by being fully present and engaged in every client interaction. Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows. Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.Starting Price: $67 per user per month -
19
Zoho Directory
Zoho
Zoho Directory is a cloud-based identity and access management platform designed to streamline authentication, authorization, and user management for organizations. It offers Single Sign-On (SSO) capabilities, allowing employees to access multiple applications with a single set of credentials, thereby enhancing security and user convenience. The platform supports Multi-Factor Authentication (MFA), adding an extra layer of protection against unauthorized access. Device authentication ensures secure access to both applications and devices, enabling employees to use the same credentials across platforms. Zoho Directory also provides robust provisioning features, allowing IT administrators to create and manage user profiles across various applications directly from the platform, reducing the time spent on repetitive tasks. Integration with existing directories, such as Microsoft Active Directory and Azure AD, is facilitated through directory stores.Starting Price: $1.70/user/month -
20
Hubly
Hubly
Hubly allows you to unleash the power of effortless financial advisory, transforming your firm’s household experience into a high‑touch, stress‑free system that scales efficiently. Its cloud-native practice management operating system combines CRM integration, dynamic workflow automation, role-based task routing, conditional logic, and built-in reminders to ensure consistency and eliminate administrative errors. With more than 100+ plug‑and‑play workflow templates, from client onboarding and money movement to client reviews, meeting prep, and employee onboarding, Hubly delivers a repeatable client experience at scale. It provides a centralized hub feed and client cards displaying progress, upcoming tasks, past interactions, and assigned responsibilities, giving users full visibility and team accountability. Hubly’s no-code, intuitive design makes building, customizing, and sharing workflows simple.Starting Price: $75 per month -
21
Chief
Chief
Chief is a predictive revenue intelligence platform that uses AI and machine learning to help sales organizations forecast outcomes and identify pipeline risk. While traditional revenue intelligence tools focus on recording historical data, Chief monitors real-time deal behavior to provide a system of action for CROs, RevOps, and Sales Leaders. Chief integrates directly with CRMs like Salesforce and HubSpot, along with over 300 GTM tools, to analyze activity patterns, stage velocity, and stakeholder engagement. Chief identifies specific behavioral deviations like deal inactivity, stalled velocity, and single-threading. Then it notifies users of these risks and recommends next steps to address them--before they impact the quarterly forecast.Starting Price: $2500/month -
22
CallHarbor
CallHarbor
CallHarbor offers small and medium-sized business phone & UCaaS systems. Our platform give you statistics on your employees, integrates with your existing applications, and allows you to access full functionality even when out of the office. We are so much more than just in and out calling. CallHarbor works with businesses in diverse industries and continually provides industry leading systems to streamline workflow in communication. CallHarbor offers leading mobile and web apps to allow you to work on the go. From making calls on your desktop, to checking your voicemail in your email, we have it all. CallHarbor does not limit the amount of Queues, Auto-Attendants, Parking Lots, or Users your system can have. This makes it easy to start small and grow big. We're with you every step of the way. We have reliable geo-redundant data centers so that you don't have to worry about a dropped call. We offer 25+ world class features with your original plan, and give you one great flat rate.Starting Price: $18/month/user -
23
Asset-Map
Asset-Map
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.Starting Price: $94 per month -
24
Riskalyze
Riskalyze
When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.Starting Price: $250 per month -
25
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
26
Chat Agents
Chat Agents
Our chat agents provide immediate responses during customers' crucial buying window. Chat agents can generate more online leads from your company's website visitors who might not otherwise fill out a contact form or make that first phone call. Chat Agents can help your business take care of some of the routine tasks like filling out forms to capture new client intakes 24/7, saving you valuable time. We assist visitors to your business website in scheduling and booking your available appointments. Whatever it takes to get the most out of your appointments. We will match or beat any competitor's price, so stop overpaying. Included in our fixed monthly rate is an unlimited number of 24/7 chat engagements on your behalf. Your web visitors are a result of your own marketing and brand-building efforts. We won't surprise you. You will never be charged for any excess. Don't limit your potential. We staff your company's website 24/7 with real people.Starting Price: $249 per month -
27
CircleBlack
CircleBlack
The all-in-one platform for the relationship-focused financial advisor. Modern and intuitive UI that puts all your client information at your fingertips. Beautiful, easy-to-use client experience available as white label mobile app & portal. Includes performance reporting, trading & rebalancing, billing, and document vault. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk. Direct connections to 14 custodians and thousands of financial institutions. Whether you’re a smaller firm that’s outgrown custodian tools, or a larger firm that’s dissatisfied with your current all-in-one vendor, CircleBlack can help you save time, delight clients, and win more business. CircleBlack is the one-stop destination for advisors leaving the wirehouse and IBD channels that are looking for a modern technology solution for their new RIA. We offer white glove support that simplifies the transition, minimizes client leakage, and projects professionalism.Starting Price: $500 per month -
28
Morningstar Advisor Workstation
Morningstar
Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Demonstrate how your recommendations would have affected a prospect’s wealth to secure new business with hypothetical sales illustrations that can include details such as investments, withdrawals, reinvestment of dividends, taxes, and more. Match your client’s goals with firmwide strategies that drive towards their financial objectives using investment models, lists, and strategies. You can also run Monte Carlo projections to illustrate how different strategies might succeed. Morningstar Goal Bridge enables you to have goals-based conversations with clients, then quickly connect those goals to a straightforward investment plan in a simple, but powerful workflow. -
29
MyRepChat
MyRepChat
Birthdays, anniversaries, events, appointments, and more! Clients will never have to download an app or software to communicate with you. Scheduled, automated, and efficient client communication — leaving you more time to do what you do best. We communicate directly with your compliance department, ensuring your messages are properly monitored and retained. Easily import your contacts from your CRM or your mobile phone and begin texting immediately. Your conversations will be instantly archived in your CRM. You can plan and schedule messages in the future and create recurring messages to celebrate important dates. Push send once, and be worry-free while your marketing is executed! If you don’t have a landline number to text enable, we can create a text number for you and auto-forward all calls to your number of choice. -
30
MoneyGuide
Envestnet
Envestnet MoneyGuide is dedicated to making goal-based financial planning efficient and approachable. We provide easy-to-use financial planning tools that help advisors of all sizes customize their planning services to meet the unique needs of their clients. Designed for advisors with the client in mind, MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their client's lives. MoneyGuideElite℠ is an interactive planning solution that enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities. We offer several types of questionnaires, brochures, videos, and more to help you communicate effectively with your clients and gather the necessary information to create a plan. Customize print documents with your contact information and logo through our marketing store front. -
31
Xinix
Xinix
Our cloud-based hosted phone system is simple and flexible with powerful call-management features. Start a free 14-day trial today. No obligation with monthly rolling contracts. Future-proof your business. Technology has exceptionally simplified the way businesses are managed and run today. As we speak, businesses across the globe are data-driven. Most organizations can now come up with useful and effective strategies just by analyzing data on their relationship and interactions with potential and current customers. This is all possible thanks to Customer Relationship Management (CRM) tools. Manage your desk phone from anywhere remotely, be it function keys, speed dial, directory, busy lamps, etc. The best VoIP UK provider, provides you with a complete mobile device management suite, solving urgent and complex business tasks when you are away from the office. Xinix offers a comprehensive suite of unified communications (UC) services. -
32
Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year -
33
FP Alpha
FP Alpha
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.Starting Price: $1,125 per month -
34
PlaybookBuilder
PlaybookBuilder
Easily build, share, and scale your company’s best plays. How would you grow your business with PlaybookBuilder? Capture and share your team’s best practices. With PlaybookBuilder you get text, video, links, files, QR codes, quizzes, and forms all built in. Get started fast with pre-built and customizable templates – or create your own! PlaybookBuilder is so easy and intuitive you will be building playbooks within 60 seconds of launching your account without any training needed. Select a template, name it, and start adding assets immediately. The easy-to-use visual interface makes building playbooks, adding users, and automating communication a breeze. Build a playbook of your company’s best plays starting with a job function, a workflow, process, or a unique curriculum.Starting Price: $249 per month -
35
Go Integrator Cara
Go Integrator Cara
Go Integrator Cara is a unified communications client for the Cisco BroadWorks hosted telephony platform. It comes packed with features that allow instant access to relevant information and provides integration to contact-orientated business systems and CRM applications, offering a standard set of integration features with over 300 popular cross-vertical and vertical-specific applications. This provides significant productivity gains, for example, knowing who is calling and quickly getting their details on the screen or simply clicking on their contact number to automatically dial the number. Go Integrator Cara saves your customer both time and money. Cara comes with a built-in SIP Softphone which can be configured and enabled using a standard BroadWorks device profile. Add a record to the integrated CRM directly from the client call history page or active call preview window. Manually or automatically creates an activity record of a call received within the integrated CRM. -
36
Documati
Documati
Documati is a high volume document generation software that integrates with any CRM or ERP. Leverage our scalable REST API from Zapier, RPA platforms, no-code and low-code platforms or your custom build applications. Open your CRM in Chrome browser, choose a document template and simply click the button. You just generated a Word, PDF or PowerPoint document filled with the data from your CRM. Look how a tedious routine turns into a 1-minute activity. Connect to any CRM without starting a costly CRM integration project. Generate 100s of documents in 1 minute by merging data into the template. Just connect your CRM system and click the button. The last thing is to look while Documati fill out your document. -
37
Wealth.com
Wealth.com
Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion. -
38
Pulse
AssetBook
Pulse by AssetBook is an attractive, easy to use, and intuitive portfolio management system built with an open API. Simple to integrate with your other software, Pulse makes it easy to interact with all of your firm’s integrations in a meaningful way. Pulse features a firm dashboard, critical to understanding your business’s metrics, AUM, and fee revenue growth over time. Easily and intuitively monitor your top investment holdings and global allocation through your Pulse dashboard. -
39
Simplii
Simplii
Simplii’s click to call feature gives you the ability to go from browsing the internet to calling out with one simple click. Any phone number that appears on your Chrome browser will be clickable once you have this feature enabled. With our Fusion extension, any incoming call to your phone will also pop up across any tab on your Chrome browser. Screen Pops have options for you to answer or reject calls, respond with text messages, and even the ability to transfer or place calls on hold right from your screen. On top of that, you can type notes and contact information right into the Screen Pop, which immediately saves that information onto your contacts. With any integrated Simplii CRM, all call history, call recordings, SMS messages, dispositions, and notes are logged in real time to your CRM. Just connect your CRM account with Fusion to watch the logs record automatically.
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