Redtail has every contact, every note, every activity logged. But the follow-ups, the birthday calls, the review meeting prep? That's still you, every morning, scrolling through a task list. OpenClaw reads your Redtail data and does the work.
OpenClaw connects to Redtail's REST API. Contacts, activities, workflows, calendar, opportunities. Over 100 endpoints.
100+
REST API endpoints OpenClaw can access
#1
CRM market share among financial advisors
24/7
client follow-up and activity logging
0
manual data entry tasks left on your plate
Redtail tracks every detail about your clients. But tracking and acting are two different things.
You had four client calls today, sent six emails, and left two voicemails. That's twelve activities you need to log in Redtail before you leave. Most advisors either spend 30 minutes at the end of each day on data entry or let the records go stale. Neither option is great.
Redtail workflows can remind you to call a client or send a templated email. They can't read the client's last three notes, figure out they mentioned retiring early, and adjust the talking points accordingly. The workflow fires. You still have to decide what to say.
Before every annual review, you open the contact record, scan through months of notes, check recent activities, review their portfolio changes, and pull together an agenda. Multiply that by 150 clients and you're spending entire weeks on meeting prep instead of actually advising.
A referral comes in on Tuesday. You add them to Redtail, maybe flag an opportunity. But you're swamped with client reviews all week. By Friday, you haven't followed up. By Monday, they've talked to someone else. Your CRM had the data. Nobody acted on it.
OpenClaw connects to Redtail through its REST API. It reads your contact records, activities, and workflows, then takes action on the things you keep postponing.
OpenClaw logs activities in Redtail after calls, emails, and meetings. It uses the correct activity categories your firm has configured and attaches relevant notes. You stop spending 30 minutes at the end of each day on data entry that should have happened in real time.
When a new contact or opportunity lands in Redtail, OpenClaw picks it up through the API. It reads the contact details, checks any notes or tags, and sends a personalized follow-up email. Not a generic template. A real message based on who they are and how they found you.
Before a client review, OpenClaw pulls the contact record, recent activities, notes from previous meetings, and any open opportunities from Redtail. It compiles a briefing with key talking points, recent life changes mentioned in notes, and items that need follow-up. Ready before you sit down.
OpenClaw creates and manages calendar events in Redtail with proper attendee linking, activity types, and descriptions. When a prospect is ready for a meeting, OpenClaw checks your availability through the Calendar API and schedules it. You see the appointment with context already attached.
As OpenClaw interacts with contacts and reads their records, it updates tags, custom fields, and categories in Redtail. A client mentions they're expecting a child? The life event tag gets added. A prospect asks about retirement income? Their opportunity record gets updated. Your segmentation stays current without manual input.
Redtail workflows run on schedules and simple conditions. OpenClaw triggers them based on context. A client's notes mention they just sold a business? Trigger the liquidity event workflow. A prospect hasn't responded in two weeks? Trigger the re-engagement sequence. The decision-making is no longer yours to handle.
OpenClaw is an open-source AI assistant that connects to the tools you already use and operates them for you. Email, calendar, CRM, messaging. It reads, it responds, it takes action. It runs on your own devices, so your data stays yours.
It's not a chatbot you paste into a website. It's an operator that works behind the scenes, handling the tasks you keep putting off because there aren't enough hours in the day.
Three scenarios where OpenClaw and Redtail CRM work together for financial advisors.
An existing client adds a referral to your Redtail account on Monday afternoon. You're in back-to-back reviews until Thursday. OpenClaw sees the new contact, reads the referral source and any notes attached, and sends a warm introductory email within minutes. It mentions the mutual connection by name. The prospect replies Wednesday. OpenClaw continues the conversation, qualifies them on AUM range and planning needs, and books an introductory call for Friday. You open Redtail Friday morning and the contact record has every detail logged.
Your firm runs 400 annual reviews across three advisors. Before each one, someone has to pull up the contact record, read through the year's notes, check recent activity, and build a one-page summary. That's hours per week on prep alone. OpenClaw pulls each client's data from Redtail the night before: recent activities, notes mentioning life changes, open opportunities, and last review highlights. It generates a briefing document and attaches it to the calendar event. Your advisors walk in prepared. Every time.
After a client meeting, you need to log the conversation with enough detail for compliance. Most advisors jot down a few words and promise to flesh it out later. Later never comes. OpenClaw takes your brief voice memo or shorthand notes, expands them into a proper activity record in Redtail with the correct category, linked contacts, and a structured summary. The note hits Redtail's API within minutes of the meeting ending. Your compliance officer stops sending reminder emails.
Three steps. We handle the technical work.
We authenticate through Redtail's REST API using your firm's API credentials. OpenClaw gets access to contacts, activities, calendar events, notes, opportunities, and workflows. We configure which endpoints matter for your practice and set up the data flow. This happens on day one.
Your activity categories. Your client segmentation tags. Your workflow triggers. Your communication style. We train OpenClaw on how your firm operates so it logs activities the way you would, writes notes in your voice, and follows up with prospects using your qualifying criteria.
New contacts get followed up. Activities get logged after every interaction. Meeting prep appears before every review. You watch the first few days, tell us what to adjust, and we fine-tune. Within a week, your CRM is running itself.
One-time setup. No monthly fees from us. No contracts.
See if this makes sense for your practice.
Free
Full Redtail integration over screen share.
$1,200
We come to your office. NYC area.
$2,400
OpenClaw + Redtail is built for financial advisory firms. See more:
Book a free 15-minute call. We'll look at your Redtail setup together and figure out where OpenClaw can take the manual work off your plate.
Book a Free Discovery Call