Every Client And Prospect Call, Logged Into Redtail
Marlie AI answers calls from clients and prospects, captures the request, and creates Contacts and Activities in Redtail CRM — so your advisor team has a complete record without any manual logging.
Built for advisors and RIAs running on Redtail
Redtail is the CRM of choice for financial advisors and RIAs because it understands wealth management workflows — clients, accounts, households, and compliance documentation. The challenge is that every client call needs a trail, and front-office staff can't always log every interaction in real time.
Marlie AI handles the front door. Inbound client calls are recognized, the request is captured, and an Activity is logged on the right Redtail Contact. Prospect calls become new Contacts with qualifying notes, and complex requests are routed to the right advisor with full context — keeping your team focused on advice, not data entry.
Also useful: CRM and Zapier integrations.
What You Get with Marlie + Redtail CRM
Everything you need to connect your phone calls with Redtail CRM — fully automated, zero manual work.
Client Recognition
Marlie identifies existing Redtail clients by phone and email and personalizes the conversation accordingly.
Activity Logging
Every call is logged on the Redtail Contact as an Activity with summary, transcript, outcome, and recording link attached.
New Prospect Capture
Inbound prospects become new Redtail Contacts with the qualifying data and source attribution captured on the call.
Advisor Routing
Calls route to the right advisor based on existing client assignment, household, or call intent — no triage needed.
Task & Workflow Creation
Marlie can create Redtail Tasks or kick off Workflows when a call requires follow-up, paperwork, or a callback.
Compliance-Ready Records
Every interaction is captured with a transcript and recording reference so your compliance trail stays consistent.
How It Works
Get up and running with Redtail CRM in minutes — no coding required.
Connect Redtail
Authenticate Redtail from the Marlie dashboard via the Redtail API. Marlie pulls your Contacts and household structure.
Configure Routing & Workflows
Set how Marlie greets clients vs. prospects, which advisors own which households, and which call types trigger Tasks or Workflows.
Marlie Answers Calls
Inbound calls are answered 24/7. Marlie identifies the client, captures the request, and routes when appropriate.
Redtail Stays Current
Activities, Notes, Tasks, and Workflows are written into Redtail in real time so the advisor team has complete records.
Built for Real Scenarios
See how businesses use Marlie + Redtail CRM to capture more leads and streamline operations.
Solo Advisors
A solo advisor can't always answer the phone during meetings or after hours but doesn't want to lose client calls.
Marlie answers, identifies the client, captures the request, and logs the call to Redtail — the advisor sees the full Activity before returning the call.
Multi-Advisor RIAs
An RIA has multiple advisors and households assigned across them. Routing client calls correctly is hard.
Marlie identifies the household in Redtail and routes the call to the assigned advisor or schedules a callback if they're unavailable.
After-Hours Prospect Inquiries
A prospect researching advisors calls outside business hours after seeing an article or referral.
Marlie qualifies the prospect, captures household details and asset range politely, creates a Redtail Contact, and books a discovery call with the right advisor.
Frequently Asked Questions
Common questions about the Marlie AI + Redtail CRM integration.
Which Redtail plans are supported?
Will Marlie identify existing clients in Redtail?
Can Marlie route calls to the right advisor?
Are call recordings compliant for advisor use?
Can Marlie create Redtail Tasks or trigger Workflows?
Will Marlie give specific financial advice?
Related Integrations
Marlie AI connects with more than just Redtail CRM. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Redtail CRM?
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What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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