Turn Hours into Insights—
Automate Opportunity Tracking,
Move Beyond Spreadsheets
IntegratedAdvisor eliminates manual tracking by pulling opportunity data directly from your Redtail CRM through our seamless API integration. Advisors finally get a clearer view of their pipeline, helping them identify blind spots before they become problems—and providing an easy way to measure team and individual performance to stay accountable and on target.
Approved Integration Partner with
Built by advisors just like you,
we understand these common struggles:
Automation
Hours spent manually tracking new business metrics
Awareness
Lack of visibility into our pipeline, leading to missed opportunities
Accountability
Difficulity measuring team performance and follow-through
IntegratedAdvisor was designed to tackle the very problems we struggled with
—and that many advisors may still deal with today.
IntegratedAdvisor Solution
IntegratedAdvisor ensures no opportunity slips through the cracks through our seamless API integration with Redtail CRM Opportunities. Our automated tracking eliminates the need for manual tracking of new business, giving advisors real-time visibility into their pipeline. With intuitive dashboards, advisors can easily monitor progress, measure team performance, and stay focused on driving real growth.
How IntegratedAdvisor Works
Our seamless API connection with your Redtail CRM opportunities allow you to automatically track and visualize your team's progress with elevated clarity.
Official Redtail Integration Partner
IntegratedAdvisor is an official Redtail integration partner and the only partner dedicated to helping advisors track Redtail Opportunities.
Automated Data Sync
Opportunity data from Redtail is securely transferred and refreshed daily in your IntegratedAdvisor dashboards through our seamless and safe API connection.
No Extra Work Required
Simply enter opportunities into Redtail as usual, and IntegratedAdvisor takes care of tracking progress and generating key business insights.
Once your data is entered, our dashboards provide a clear, real-time view of your pipeline, helping you stay focused on growth.
IntegratedAdvisor Dashboards:
Opportunities Snapshot
The Opportunities Snapshot gives advisors an instant overview of their opportunity effectiveness, showing how well they're identifying, managing, and closing new business opportunities.
Open Opportunities Analysis
See exactly where every open opportunity is in the closing process, along with key details, using this real-time dashboard that keeps you focused and on track.
Closed Opportunities Analysis
Get actionable insights from your closed opportunities, helping you uncover trends, refine your approach, and drive better results in future opportunities.
Opportunity Details
Explore the deeper insights behind your open and closed opportunities to fine-tune strategies and take more informed actions.
Opportunities Snapshot
The Opportunities Snapshot gives advisors an instant overview of their opportunity effectiveness, showing how well they're identifying, managing, and closing new business opportunities.
Open Opportunities Analysis
See exactly where every open opportunity is in the closing process, along with key details, using this real-time dashboard that keeps you focused and on track.
Closed Opportunities Analysis
Get actionable insights from your closed opportunities, helping you uncover trends, refine your approach, and drive better results in future opportunities.
Opportunity Details
Explore the deeper insights behind your open and closed opportunities to fine-tune strategies and take more informed actions.
