Connect Redtail CRM With Your Work Chat
Stop switching between apps. Connect Redtail CRM to get automatic updates and take action on your client data directly within your team chat.
No credit card required
14-day free trial
Set up in 5 minutes
Less Chaos, More Clarity
Get Automatic Updates
Connect Redtail CRM to get instant notifications and take action directly from your team chat. No more checking another app to know what's going on.
Keep Your Team in Sync
From new info to project updates, your whole team can see what's happening in one place, ensuring everyone is on the same page.
About Redtail CRM
Redtail CRM is a cloud-based client relationship management system specifically designed for financial advisors and wealth management professionals. The platform provides tools for managing client data, automating industry-specific workflows, and ensuring compliance through integrated communication and reporting features.
How Zenzap Works
Zenzap is the professional work chat app that brings all your team's conversations, files, and tasks together in one place. Keep work and personal life separate and make everything easy to manage.
