Product / CRM sync
Your CRM, filled in for you
Calls, texts, voicemails, and transcripts log to the contact record as they happen. AI Routines turns your CRM tasks into follow-ups you can send in one tap.
The CRM fills itself in.Talk to clients.The notes write themselves.
- Connected
Wealthbox
212 contacts synced
- Connect
Redtail
- Connect
Salesforce
Every call and text in the CRM
Calls, texts, voicemails, and transcripts log to the contact record in Wealthbox, Redtail, Salesforce, and more, in real time or as a daily summary.
Built for: Solo advisors · RIAs · Broker-dealers · Advisors · Compliance officers · Operations
AI Routines
Pulls tasks from your CRM, finds the client-facing ones, prioritizes today, and turns them into one-tap texts.
Built for: Solo advisors · Advisors · Client service
Also included
CRM tasks from any conversation
Turn a text into a CRM task without leaving the conversation, on desktop or mobile.
Call notes that land in the right place
A prompt after every call to add a note, synced to the contact alongside the call itself.
The whole history on the contact
Every call, text, and note for a client in their profile, so whoever picks up has the context.
Scheduling built in
Share Calendly links in a conversation, and match call recordings to GReminders meetings.
Who it's for
See how each part of the firm puts it to work.
RIAs →
Calls and texts kept for your books and records, synced to your CRM
Client service →
One shared inbox, so every client gets a fast, consistent answer
Solo advisors →
A business line on the phone you already carry
Advisors →
Call and text clients from anywhere, with the notes taken care of
See it with your own numbers
Start a trial in minutes, or book a walkthrough with our team.