Tell your agent what you need in a message or voice note. It can work in Redtail CRM for you, finding information, taking action, and keeping track of tasks.
DR
Dana Reyes
Works for me. Let’s lock that in.
You
Hey @Redtail CRM agent, follow up on our discussion and make the updates.
Redtail CRM agent
Done. It’s all in Redtail CRM.
Automate Workflows with Redtail CRM
Build workflows around how you actually work, then let your agent handle updates, follow-ups, and recurring work in Redtail CRM.
Your agent, your control
Choose what your agent can access and how it can act in Redtail CRM. Require approval before actions, keep access read-only, or allow approved work to run automatically.
What Can Zenzap’s Redtail CRM AI Agent Do?
Find customer records
Search Redtail CRM for supported contacts, companies, opportunities, and recent customer activity.
Create CRM records from chat
Create supported contacts, opportunities, notes, and follow-up tasks in Redtail CRM from a conversation.
Update accounts and opportunities
Change supported stages, owners, values, and record fields in Redtail CRM as decisions are made.
Keep follow-ups moving
Check Redtail CRM for stalled opportunities and create or update the next follow-up.
Summarize account activity
Bring recent interactions, open items, and customer context from Redtail CRM back into the chat.
Report on the pipeline
Analyze supported pipeline data in Redtail CRM and flag risks, gaps, or changes that need attention.
Security & Compliance
Zenzap’s AI agents are SOC 2, GDPR, and ISO 27001 certified, with full HIPAA compliance and signed BAA for healthcare teams. Your data is never used to train AI models.
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.
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