Lightspeed Voice + Redtail CRM
Bring Every Client Conversation Into Redtail
Connect Lightspeed Voice with Redtail CRM to identify callers faster, launch calls from client records, and automatically keep communication activity connected to your CRM.
Open matching Redtail records when calls arrive
Place calls directly from Redtail
Automatically log calls, notes, recordings, and NOVA insights
See how Lightspeed Voice connects calling and client activity with Redtail CRM.
Built for financial professionals using Redtail
•
Included with eligible Lightspeed Voice plans
See the Full Client Picture Before You Answer
When a client calls, Lightspeed Voice searches Redtail for a matching phone number and opens the corresponding record. Advisors and staff can see who is calling and review relevant client information without manually searching the CRM.
- Match incoming calls with Redtail contacts
- Open the corresponding client record automatically
- Review client history before or during the conversation
Redtail Phone Integration with AI Call Intelligence
Lightspeed Voice integrates with Redtail CRM to add call activity, notes, recording links, and NOVA insights to the correct client record. Advisors and staff can reduce manual updates while keeping prospect and client communication organized and ready for follow-up.
NOVA AI + Redtail
When paired with NOVA AI, Redtail-connected calling can support AI-generated summaries, transcription, sentiment insights, and follow-up workflows, giving teams more context from every customer conversation.
Explore AI Features
Work Smarter With Lightspeed NOVA AI
When Redtail is paired with Lightspeed Voice and NOVA AI, your team can gain additional context from client conversations.
Smart Summaries
Get to the key takeaways and action items—fast.
Sentiment
See how the conversation flowed with sentiment insights.
Transcription
Review the full conversation with searchable, AI-enhanced transcription.
Built for Financial Advisors and Client-Facing Teams
Spend More Time With Clients and
Less Time Updating Systems
Less Time Updating Systems
Faster Call Handling
See matching Redtail records as conversations begin.
Less Manual Data Entry
Automatically capture notes, recording links, and call activity after conversations.
Better Customer Context
Keep summaries, recordings, and communication history connected to each client record.
More Consistent Follow-Up
Keep important call information available to everyone serving the client.
FAQs
Frequently Asked Questions About
Lightspeed Voice and Redtail CRM
Lightspeed Voice and Redtail CRM
Does Lightspeed Voice integrate with Redtail CRM?
Yes. Lightspeed Voice connects business calling with Redtail CRM to support automatic screen pops, click-to-call, call logging, and organized client communication activity.
How does the Redtail screen pop work?
When a call arrives, the integration searches Redtail for a client record matching the caller’s phone number. When a match is found, the corresponding Redtail record opens automatically.
Can users place Lightspeed Voice calls from Redtail?
Yes. Users can initiate calls from phone numbers in Redtail using the Lightspeed Voice Chrome extension or supported browser calling.
Are calls automatically logged in Redtail?
Yes. Completed calls can be automatically logged in Redtail with relevant call details and a link to the call recording.
How does the integration support financial-services recordkeeping?
With supported Lightspeed Voice text and email tools, communication records can be archived in Redtail to help firms support FINRA and SEC recordkeeping requirements. Call notes, recording links, summaries, and related activity also remain connected to the client record. Availability depends on your firm’s configuration.
Does the integration include NOVA AI?
NOVA AI is an additional Lightspeed Voice capability. When enabled, it can provide searchable transcription, Smart Summaries, sentiment insights, information extraction, and follow-up assistance. Supported sensitive payment information can be automatically redacted from transcripts.
How much does the Redtail integration cost?
The integration is included with Lightspeed Voice. Contact Lightspeed Voice to confirm plan availability and account requirements.
What permissions are required?
The integration requires access to relevant Redtail contacts, activities, and notes. Your Lightspeed Voice onboarding or support team can help verify the necessary permissions.
Connect Every Redtail Record With Every Conversation
Give your team faster access to client information, automatically capture call activity and NOVA insights, and maintain more complete Redtail records with Lightspeed Voice.
Oops! Something went wrong while submitting the form.
