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Apptoto Now Integrates with Redtail CRM
Financial advisors rely on meetings to move client relationships forward. Annual reviews, planning sessions, discovery calls, and quick check-ins are where advice turns into action.
But keeping those meetings on track takes work. Teams spend valuable time sending reminders, chasing confirmations, rescheduling missed appointments, and following up with clients who are overdue to book.
That is why Apptoto now integrates directly with Redtail CRM.
Built for financial advisors who need appointment reminders and then some, Apptoto connects directly to Redtail CRM to help automate client communication before, during, and after every meeting.
Introducing Apptoto’s Redtail CRM Integration
Appointment reminders matter. A timely text, email, or voice reminder can help clients show up prepared and keep your calendar on track.
But the client meeting journey starts before the reminder and continues after the appointment ends.
With the Apptoto + Redtail CRM integration, advisors can manage the full meeting lifecycle in a single connected workflow, including:
- Automated Reminders
- Online Scheduling
- Booking Confirmations
- Recall Campaigns
- Two-Way Messaging
- Payments
- Review Requests
- Follow-Ups
Your team keeps working in Redtail exactly as they always have, while your Redtail calendar and contacts sync with Apptoto. And Apptoto syncs back to Redtail, so appointment details stay current on both sides without anyone lifting a finger. Apptoto runs quietly in the background, handling the client communication that keeps meetings on track and calendars full.
What You Can Do With Apptoto + Redtail
Reduce No-Shows with Automated Reminders
Send personalized SMS, email, and voice reminders to every appointment on your Redtail calendar, regardless of how it was booked.
Contact details and meeting specifics are pulled directly from each event, so reminders always include the right client name, advisor, meeting type, location, and time, even if details change after the original booking.
Clients confirm, reschedule, or cancel with a single tap. Your Redtail calendar updates automatically. Your team stops chasing confirmations.
Keep Your Calendar Full (Not Just Organized)
Create unlimited booking pages for each meeting type (reviews, consultations, check-ins) and each advisor, or a single one for your entire firm. Bookings sync directly to your Redtail calendar.
Clients can easily book the time that works best for them, and you always know what’s ahead.
Have Real Conversations with Two-Way Messaging
When a client needs to reschedule, has a question, or is running late, they can reply directly to your message. It’s as simple as that.
And they’re not left wondering if their responses disappeared into a void. Client messages land instantly in your Apptoto inbox and email, so your team is always in the loop and can respond as needed.
Recall Campaigns That Re-Engage Clients Automatically
Reminders get clients to show up. Campaigns get them to book in the first place. Apptoto’s campaign tools let you run automated outreach to clients who haven’t booked their annual review, haven’t been in for a check-in in a set number of months, or who match a segment in your address book.
Once a client books, they’re automatically removed from the campaign. No spreadsheets or manual list management. No awkward outreach from a coordinator who has to remember which clients are overdue.
Stay Audit-Ready and Compliant
Every message Apptoto sends or receives is automatically logged in a SOC 2-compliant platform. Role-based permissions and consent management keep your communication practices clean and consistent. When it’s time for a review or audit, your records are already in order.
More Tools to Keep Your Practice Running
Apptoto also handles the small but important tasks that help turn appointments into revenue, reputation, and reliable records.
Review requests, without the awkward ask. After meetings, Apptoto can automatically prompt clients to leave a review on Google, Yelp, Facebook, or any other third-party review site.
Payments tied to your appointments. Collect retainer fees, planning fees, or session payments via Square or Stripe before or after your meetings. No separate invoicing required.
Secure messaging for sensitive conversations. Send PIN-protected messages that direct clients to a secure messaging portal instead of sending sensitive messages in a text or email that anyone can read.
Built for Multi-Advisor Firms
Apptoto is designed with the realities of advisory practices in mind.
- Multi-advisor calendar management. Keep every advisor’s calendar organized without double-bookings or overlaps. Create unlimited booking pages and custom reminder flows for each advisor, or use firm-wide templates to maintain consistent communication across the practice.
- Remote, hybrid, and multi-office support. Whether your advisors are in one office or spread across the country, Apptoto automatically handles time zone offsets, location details, and virtual meeting links. Clients always get the right details.
- High net worth client experience. Customize every confirmation and reminder you send with Apptoto, including the tone, format, advisor name, meeting details, and personal notes. Communication should match the level of service your best clients expect. With Apptoto, it does.
Why Advisors Choose Apptoto
More than 300 RIAs and advisory firms use Apptoto to manage client communication. They start with reminders. They stay for the full feature set and the responsive support team.
Apptoto starts at $30/month for 3 users (paid annually), plus $10 per additional user, and reduces no-shows by up to 70%. For most advisory firms, recovering just two or three missed meetings a month more than covers the cost, before you factor in the hours your team gets back from manual confirmation calls and annual review outreach.
Stop Chasing Clients. Start Closing the Loop
If your practice runs on Redtail CRM and you’re ready to automate more than just the day-before reminder, Apptoto is built for you.
Book a 30-minute demo and see how Apptoto connects to your Redtail calendar to handle reminders, campaigns, two-way messaging, and more, without changing how your team works.
Or start a free trial and connect your Redtail calendar today.
Already a Redtail user getting started with Apptoto? Check out our Redtail CRM Setup Guide for step-by-step instructions on connecting your calendar and configuring your first reminder flow.
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Product Marketing Manager
