How to Connect Act! with Redtail (2026)

Act!

★★★ 3.7

Crm Small Business Crm

A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Full Review

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Redtail

★★★★ 4.0

Crm Industry Specific Crm

A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features.

Full Review

About These Tools

Act!: A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years.

Redtail: A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features.

Key Features

Act!

Contact management
Opportunity tracking
Marketing automation
Custom dashboards
Mobile access
Integration

Redtail

Contact management
Workflow automation
Seminar management
Report writer
Compliance tools
Document imaging

Pricing

Act!

Subscription $30-$50/user/month

Redtail

Subscription $99/database/month (15 users)

Detailed integration guide coming soon. We're researching the specific ways Act! and Redtail work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

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