Redtail CRM
When this happens...
PreciseFPNew Engagement Completed
Then do this...
Redtail CRMCreate New Activity

When one of your clients completes an engagement, there is a significant amount of vital data to be analyzed. This integration will add a new Redtail CRM activity whenever a PreciseFP engagement is completed, so that you can keep track of PreciseFP engagements you need to review from within your Redtail CRM.

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It's easy to connect Redtail CRM + PreciseFP and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

New Client/Prospect

Triggers when a Client or Prospect is created.

Create Engagement

Engages a client or co-client with the desired template.

New Engagement Completed

Triggers when a client or prospect completes an engagement.

Create Account

Creates a new client or prospect account.

New Engagement Created

Triggers when a client or prospect is engaged.

Create New Opportunity

Creates a new opportunity.

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Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

See PreciseFP Integrations