Redtail CRM

Sync your Redtail CRM contacts and calendar with Appointment Reminder to send automated SMS, voice, and email reminders that dramatically cut no-shows. Built for financial advisors and professional service firms who already rely on Redtail to manage client relationships — no workflow changes required.

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Key Features

Contact Sync

Pull client records directly from Redtail so reminders always reach the right person at the right number.

Calendar Integration

Automatically detect upcoming Redtail calendar activities and schedule reminders without manual entry.

HIPAA-Compliant Messaging

Send SMS, voice, and email reminders that meet strict privacy and compliance standards out of the box.

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Workflow-Friendly Automation

Layer reminders onto your existing Redtail workflows and activity templates — zero disruption to your team.

How It Works

1

Connect Your Redtail Account

Authorize Appointment Reminder to access your Redtail CRM with a secure one-click connection.

2

Configure Reminder Rules

Choose which appointment types trigger reminders and set your preferred channels, timing, and message templates.

3

Reduce No-Shows on Autopilot

Clients receive timely SMS, voice, or email reminders — and can confirm, cancel, or reschedule with a reply.

All Features

SMS, email, voice & more

Pricing

Simple plans from $29/mo

Frequently Asked Questions

No. Appointment Reminder syncs with your Redtail account directly, keeping contact data and appointments up to date automatically.

Yes. All data in transit and at rest is encrypted, and we sign a BAA with every account that requires one.

Absolutely. You can use any combination of SMS, automated voice calls, and email — and customize the sequence per appointment type.

Yes. When an appointment syncs from Redtail, our system looks up the linked contact and pulls their phone number and email directly from your CRM records. No need to re-enter contact information.

Yes. Select which activity types to sync in your calendar settings — for example, 'Client Meeting' but not 'Internal Task.' You can also use keyword mapping to send different messages based on appointment type.

Yes. All SMS exchanges and client responses are captured as activities in Redtail. This keeps your CRM up to date and supports compliance archiving requirements.

Yes. Set up an online booking page that checks availability against your Redtail calendars. When a client books, the appointment is created in Redtail and a confirmation is sent automatically.

Ready to reduce no-shows?

Connect Redtail CRM and start sending automated reminders in minutes. Free 14-day trial — cancel anytime.

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