Redtail CRM and Boost.space streamline financial advisor workflows.
Redtail CRM integration enhances client relationship management by automating data tracking, workflows, and reporting in Boost.space. Improve client interactions and optimize your operations seamlessly.
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Redtail CRM Modules (16)
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Update an Opportunity
Updates an opportunity specified by ID.
Update a Contact
Updates a contact specified by ID.
Update an Activity
Updates an activity specified by ID.
Get an Opportunity
Rertieves an opportunity specified by ID.
Get a Contact
Retrieves a contact specified by ID.
Get an Activity
Retrieves an activity specified by ID.
Delete an Opportunity
Deletes an opportunity specified by ID.
Delete a Contact
Deletes a contact specified by ID.
Delete an Activity
Deletes an activity specified by ID.
Create an Opportunity
Creates a new opportunity.
Create a Contact
Creates a new contact.
Create an Activity
Creates a new activity.
Make an API Call
Performs an arbitrary authorized API call.
Search Activities
Searches for activities based on the specified start and end dates.
Search Contacts
Searches for contacts or lists them all.
Search Opportunities
Searches for opportunities or lists them all.
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