CallSprout + Redtail
Connect Sage, your AI voice agent, to Redtail CRM so every client call surfaces the right contact record, logs a full transcript and AI summary, and schedules follow-up activities directly in the CRM. Available for Redtail.
How CallSprout works with Redtail.
Financial advisors run their practice from Redtail. Client notes, activity history, appointments, and contact details all live there, which makes the phone call the one channel that still creates work outside the CRM. Someone calls about a beneficiary change, a technician takes the call and writes a paper note, the CRM never gets updated, and the next advisor who talks to that client starts cold. Multiply that across a week of inbound calls and your Redtail contact records drift steadily out of date.
CallSprout closes that gap by connecting Sage, your AI voice agent, directly to Redtail's CRM API. When a client calls, Sage identifies them from their phone number and surfaces their Redtail contact record for your staff before they say hello. When the call ends, the transcript and an AI-generated summary write back to the contact as a logged activity, and any follow-up appointment agreed on the call can be scheduled directly inside Redtail. No re-keying, no paper notes, no CRM drift.
This is the pattern that keeps Redtail accurate for financial advisory practices: every client conversation flows into the system your team already relies on. Sage works alongside Redtail, it does not replace it. If you want to see how the call layer connects to the rest of your practice tools, the full integration catalog shows everything Sage connects to.
CallSprout and Redtail, working together.
What Sage does once your call data flows into the tools you already use.
CallSprout matches the inbound number against your Redtail contacts and surfaces the client record the moment a call connects, so your team starts every conversation fully informed rather than asking who is calling.
When each call ends, the full transcript and Sage's AI summary post to the Redtail contact as a logged activity, giving your practice a searchable, timestamped record of every client call without any manual effort.
When a caller books a review or follow-up during the call, Sage creates the activity in Redtail directly so the appointment lands in the CRM the moment it is agreed, not later when someone remembers to enter it.
Sage answers and fully logs calls around the clock, so client questions and requests that arrive after business hours are documented in Redtail and ready for follow-up the next morning instead of sitting in a voicemail box.
A Redtail activity log for every client call
Redtail's CRM API supports activities and notes against each contact record, and that is where every call CallSprout handles ends up. Sage transcribes the conversation in real time and generates a concise AI summary of what was discussed. When the call ends, both the transcript and the summary post to the client's Redtail contact as a new activity, timestamped and categorized against the activity types your firm uses.
The result is a contact record that reflects what actually happened on the phone, not just what someone remembered to type later. Advisors reviewing a client file before a meeting can read the last three call summaries in under a minute. Compliance teams doing a periodic review have a timestamped record of every conversation already in the system they audit. And because the log is searchable inside Redtail, the history is there without anyone building a separate spreadsheet.
If your practice wants to go further with the call data, AI call transcription gives you a searchable record across all your lines, not just the calls matched to existing Redtail contacts.
Screen-pop the right client before you answer
CallSprout reads contact phone numbers from Redtail and matches each inbound call before it connects. When a known client calls from their direct line, the matching Redtail contact pops for your staff before they pick up. When a client calls from a shared office number, CallSprout surfaces the best match and flags the ambiguity so your team can confirm quickly.
When the caller is not yet in Redtail, Sage captures their name, firm, reason for calling, and contact details during the conversation. That information is available to your team immediately after the call, giving whoever creates the new contact record a complete starting point instead of a blank form and a gap in the notes.
For clients who call frequently, the screen-pop also surfaces recent activity history so your advisor can see at a glance whether this call is a follow-up to something already in motion. That context is the difference between starting a call with a client question and starting it with a warm, informed greeting.
Schedule follow-up appointments from the call itself
Financial advisor practices often end calls with a verbal commitment to schedule a review meeting or a follow-up discussion. Without a system in place, that commitment turns into a task on a sticky note and sometimes gets missed. With CallSprout connected to Redtail, when a caller and advisor agree on a follow-up appointment during the call, Sage creates the activity in Redtail at that moment using the same activity-type structure your firm already uses.
The appointment lands in the CRM before the call even ends, which means the advisor's calendar in Redtail stays current without anyone entering it afterward. Reminders, preparation notes, and follow-up tasks can all be attached to the activity in Redtail as they normally would be, because the record is already there.
This is the part of the workflow that tends to shrink the gap between what advisors commit to on calls and what actually appears on the schedule. Learn more about how Sage handles inbound calls across your practice phone lines.
Built for how financial advisory practices answer the phone
Advisory practices have a specific challenge: the phone is a compliance-sensitive channel and a client relationship channel at the same time. Clients expect to reach a person who knows their situation. Compliance needs a record of what was discussed. Sage handles both by answering calls with a professional greeting calibrated to your firm, identifying the client, capturing the conversation, and writing the record into Redtail where your team already works.
Sage answers around the clock, which matters for advisory clients in different time zones or clients who call on weekends about account questions. The after-hours call is answered, the client is heard, the conversation is logged to Redtail, and the advisor finds a complete summary waiting Monday morning. No voicemail transcription lag, no incomplete messages, no gaps in the CRM.
If you run Wealthbox alongside Redtail or want to compare options, CallSprout connects to both. For practices that use a broader set of financial planning tools, the finance industry overview shows the full picture of how CallSprout serves advisory teams. Sage runs on CallSprout's cloud phone platform, so there is no new phone hardware to buy.
What this looks like day to day.
The client's Redtail record pops the moment they call. Sage captures the details of the request during the call, and when the call ends, the full transcript and a summary of the requested change log to the contact as an activity. The advisor assigned to that client finds the record waiting, with nothing to re-key.
A client calls Friday evening about a market move. Sage answers, captures the question and the client's contact information, and logs the call summary to their Redtail record. The advisor reads the summary Monday morning and calls back with context already in hand.
A client calls to book their annual review. Sage confirms their identity from the Redtail contact match, agrees on a date and time, and schedules the activity in Redtail before the call ends. The meeting is in the CRM immediately, with no manual entry needed.
Getting connected to Redtail.
- 1
Book a 15-minute call and tell us how your advisory practice uses Redtail, including your activity types, team structure, and call volume.
- 2
We connect Sage to your Redtail account through the CRM API, mapping contacts, activity types, and your call handling preferences to your firm's setup.
- 3
Sage starts answering client calls, screen-popping Redtail contacts, logging transcripts and AI summaries as activities, and scheduling follow-up appointments in the CRM. Book your call to get started.
Have Sage call you.
The fastest way to see how Sage handles your calls is to hear it. Leave your number and Sage, our AI voice agent, calls you in about 10 seconds.
Redtail, answered.
- Does CallSprout integrate with Redtail?
- Yes. CallSprout connects to Redtail through its CRM API to screen-pop client contacts when calls come in, log transcripts and AI summaries as activities after each call, and schedule follow-up appointments in Redtail during the call. Book a call and we will walk you through how it maps to your firm's setup.
- What gets written back to Redtail after a call?
- When a call ends, Sage posts the full conversation transcript and an AI-generated summary to the matching Redtail contact as a logged activity, timestamped and categorized using the activity types your firm already uses in Redtail. No manual entry is needed from your team.
- Can Sage schedule appointments in Redtail during the call?
- Yes. When a client and advisor agree on a follow-up appointment during the call, Sage can create the activity in Redtail at that moment using the activity structure your firm uses. The appointment lands in the CRM before the call ends.
- What happens when a client calls who is not in Redtail yet?
- Sage captures the caller's name, firm, reason for calling, and contact details during the conversation. That information is available to your team immediately after the call so whoever creates the new Redtail contact has a complete starting point rather than a blank record.
- What about calls that come in after business hours?
- Sage answers and fully logs after-hours calls, posting the transcript and summary to the Redtail contact record so nothing falls through the cracks before the next business day. Advisors find a complete call summary waiting rather than an incomplete voicemail.
- Does Sage record calls, and how is consent handled?
- Sage can record and transcribe calls, and it announces recording at the start of each call so you meet two-party consent requirements in the states that require it. Transcripts and summaries are stored on CallSprout's secure infrastructure and written back to Redtail as activities.
- Do we need to replace Redtail or buy new phone hardware?
- No. Sage works alongside Redtail, not instead of it. CallSprout is cloud-based and runs on the devices your team already uses. There is no new phone hardware to buy and nothing to rip out of your existing practice setup.
The call activity data Sage captures in Redtail is also a signal worth analyzing at scale. Our sister company Ereos builds custom AI for financial advisory firms on its Watchtower platform, reading across the CRM and practice management tools your firm already runs.
When the insight is in your client data, not just your phone line
CallSprout keeps your advisory practice phone answered and your Redtail contacts, activity logs, and follow-up appointments current. When you want AI that reads across your CRM, performance data, and client history to surface the clients whose engagement is drifting, the opportunities your advisors are missing, or the patterns in your call activity that predict churn, that is what our sister company Ereos builds. Its Watchtower platform connects to the tools your practice already runs and turns that data into signals your team can act on before a client leaves.
Schedule a discovery call with EreosMore Finance integrations.
More on how Sage works.
Connect CallSprout to Redtail
Book a 15 minute call and we will get you set up.