Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
Redtail Technology > News > Integrations > New integration with Catchlight!

New integration with Catchlight!

Category: Integrations
Redtail Blog Feature Graphic - Integration News

Catchlight: Use the power of AI to strategically grow your practice

Catchlight logoABOUT Catchlight “Catchlight AI is dedicated to helping advisors be more efficient in their outreach, personalize their approach, and be increasingly effective in converting leads to new clients. Through rich data intelligence and proprietary AI powered insights for sales and marketing, Catchlight pinpoints an advisors’ best opportunities. Catchlight helps advisors quickly identify which leads to pitch and how to best engage them.

WHAT ARE THE INTEGRATION POINTS BETWEEN CATCHLIGHT AND REDTAIL CRM? 

The integration between these two platforms enables advisors to easily import their leads and clients from Redtail to Catchlight.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.