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 CurrentClient!

New integration with CurrentClient!

Category: Integrations
Redtail Blog Feature Graphic - Integration News

CurrentClient: “Non-stop client discovery”

ABOUT CurrentClient “CurrentClient gives you the tools to better know your clients’ needs. As your business grows, it can feel impossible to stay well-connected with each of your clients. CurrentClient is a texting platform that integrates video and surveys. This combination allows you to send frictionless outreach that your clients will respond to. You can now grow your business without dropping quality by leveraging your most important asset: your current clients.

WHAT ARE THE INTEGRATION POINTS BETWEEN CURRENTCLIENT AND REDTAIL CRM? 

You will maintain Redtail as your source of truth for all your contact facts. Once you turn on the CurrentClient integration, it will sync over general contact information into the app. From there, you will be able to use CurrentClient to send texts, videos and surveys to your clients. These texts, videos and surveys are a great way to educate, nurture and extract additional opportunities to grow you business.

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

1685-OAT-9/14/2022

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.