(Integration) Advisor Websites and Redtail CRM

Kellie Gibson
Kellie Gibson • Posted on Feb 19, 2015


What is Redtail?

Redtail CRM is a web-based, full-featured, and easy-to-use Client Relationship Management system designed with financial professionals in mind. It helps manage interactions with current and prospective clients by organizing and automating processes such as client reports and email communication.

What is the integration?

The Advisor Websites and Redtail CRM integration enables you to create an unlimited number of customizable lead capture forms for your website.

What is the benefit?

Since you know the information needed in order to grow your business through leads, this integration enables you to obtain that exact intel from clients and prospects.

With over fifty information fields to choose from, such as phone number and email address, you can create forms that collect the specific information you need to turn web visitors into qualified leads. If you don’t see the particular field you’re interested in, you can easily rename existing ones. The drag and drop capability of the form allows you to order fields to your preference.

Additionally, you can personalize the message on your forms to target certain audiences, and assign specific statuses to the leads generated through your form to help prioritize your follow-up action.

Altogether this integration helps simplify and grow your web-to-lead process.

How does the integration work?

Information submitted through the form on your website by prospects and clients is automatically imported into your Redtail CRM.

What do I need to integrate?

To integrate you need two things:

  1. An Advisor Websites account
  2. A Redtail CRM account

For more information on how to install and use the integration, read this Knowledge Base article from Support.

How much does it cost?

The integration is included with your Advisor Websites subscription at no extra charge. Pricing and more information on Redtail CRM can be found here.


About Advisor Websites, A Snappy Kraken Company

Founded in 2012, we specialize in helping financial advisors stand out and grow their business online with conversion-friendly, personalized websites and targeted digital marketing solutions, all of which follow FINRA and SEC guidelines.

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.

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