Annual reviews. Discovery calls. Quarterly check-ins. Financial advisors manage their relationships in Redtail. The reminders, confirmations, and rescheduling? That's been on you.
Not anymore. Apptoto now integrates directly with Redtail CRM. Your Redtail calendar and contacts sync into Apptoto automatically, and any new bookings or status changes sync right back. Your team keeps working in Redtail exactly like they always have, while Apptoto runs quietly in the background, handling the client communication that keeps meetings on track and calendars full.
Who it's for:
Financial advisors, RIAs, and advisory firms that run their practices on Redtail CRM and want to automate reminders, scheduling, campaigns, and follow-ups without changing how their teams work. If you're not on Redtail, no action needed. Carry on.
Why you'll love it
- Two-way syncbetween your Redtail calendar and Apptoto, no manual updates required
- Send personalized SMS, email, and voice remindersto every appointment on your Redtail calendar
- Clients confirm, reschedule, or cancel with one tap, and your Redtail calendar updates instantly
- Run automated campaigns to book clientsoverdue for their annual review, or to simply check in
- Two-way messagingmeans client replies land in your Apptoto inbox, not a void
- Create unlimited online booking pagesfor every appointment type or advisor at your firm, or offer a unified booking experience
- Every message is logged automatically in a SOC 2-compliant platformfor clean audit trails
- Built for multi-advisor firmswith unlimited booking pages, custom reminder flows, and time zone handling
How to turn it on
- Log in to Apptoto (or start a free trial if you're new). Head to Settings > Calendars, and click+ Add.
- On the "Connect an existing calendar" page, select Redtail CRM.(If you do not see Redtail CRM as an integration option, please email support@apptoto.com.)
- Enter your Redtail username and password. Click + Addto authenticate.
- Check the boxes next to the Redtail calendars you want to sync, then click Connect Calendars.
- Adjust the settings for each calendar (name, time zone, availability, notifications), then click Connect Calendar.
- Apptoto will start importing your Redtail appointments and contacts.
- From the Messages > Appointment Auto Messagestab, customize your reminder, confirmation, and follow-up rules.
- Head back to Appointmentsand toggleAuto Messageson.
That's it. Every appointment on your synced Redtail calendars will start getting the right reminders, confirmations, and follow-ups going forward.
Want the full setup walkthrough? Check out our Redtail CRM knowledge base article. Curious how advisory firms are using the integration to reduce no-shows and re-engage overdue clients? Read our newest blog.
Still need help? Contact our support team to set up your Redtail integration today.