How to Connect Box with Redtail (2026)

Box

★★★★ 4.2

File Management Project Management Ops

Enterprise cloud content management platform with advanced security, compliance, and workflow capabilities.

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

Box: Enterprise cloud content management platform with advanced security, compliance, and workflow capabilities.

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

Key Features

Box

Cloud storage
Security
Compliance
Workflows
Box Sign
Box AI

Redtail

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

Pricing

Box

Subscription $15-47/mo

Redtail

Subscription $99/database/month (15 users)

Detailed integration guide coming soon. We're researching the specific ways Box 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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