Redtail CRM

Work with Redtail CRM Directly from Your Chat

Talk to Zenzap's Redtail CRM AI agent like one of your team. Connect your account, then ask it to get things done, so work happens where the conversation does.

Get Redtail CRM Agent

How Zenzap AI Agents Work

Connected

AI agents and connected tools, right in the chat

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.

Brooklyn (You)

Hey @Redtail CRM agent, follow up on our discussion and make the updates

Brooklyn (You)

Done. It's all in Redtail CRM.

Turn chat decisions into Redtail CRM updates

Your agent connects the conversation to Redtail CRM, so what your team decides in the chat doesn't fall through the cracks.

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.

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Redtail CRM

About
Redtail CRM

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.

AI Agents Have
Entered the Chat

Your conversations, team, AI agents, tasks, and tools in one place.

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© Zenzap LTD. All Rights Reserved 2026.

© Zenzap LTD. All Rights Reserved 2026.