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Redtail Technology CRM Now Integrated With Everplans Professional

Our first financial services integration delivers streamlined end-of-life planning technology to advisors.

Why'd We Do It?

Many of our Everplans Pro users have a hundred or more clients. Prior to this integration, the only way to enter clients into the system was to either do it manually one-by-one, or use a not-so-intuitive spreadsheet import. By leveraging the Redtail API we can securely import thefull roster of clients and eliminate a barrier in getting started.

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What's Next?

This is our first step with integrations, and we’re just getting warmed up. We have plans to do similar integrations with other CRM platforms to better facilitate client import and implement single sign-on. We're also listening to the feedback professional users offer to add other valuable features that will help them streamline their workflow to help all their clients get a plan in place. Stay tuned!

Video: Everplans' VP Of Techology Bernie Kravitz Discusses The Redtail Integration At T3 Enterprise 2015

Read the full Retail & Everplans Pro press release

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