CRM Integration
Jump +Redtail
Jump is fully embedded inside Redtail CRM, bringing meeting prep, notes, and follow-ups directly into the system advisors already use. Prepare for meetings, capture insights, and update records without switching tabs.
Key Benefits
Work directly inside Redtail — no tab switching
Access Jump’s full meeting experience inside Redtail so your workflows stay centralized in the CRM you already use.
Walk into every meeting prepared
Jump pulls client details from Redtail to generate pre-meeting briefs automatically, so you always have the right context at your fingertips.
Keep your CRM up to date with less effort
After meetings, Jump generates notes, summaries, and tasks that sync back into Redtail—reducing manual entry.
Turn conversations into action instantly
Follow-up items created during meetings flow into Redtail as structured tasks, helping advisors stay organized and responsive.
Feature Details
Embedded Jump experience inside Redtail
Use Jump directly within Redtail to prepare for meetings, review summaries, and manage follow-ups without switching platforms.
AI-powered pre-meeting briefs
Jump pulls relevant client context from Redtail to generate structured prep before every meeting.
AI-generated meeting notes and summaries
Automatically capture conversations and generate clear, organized meeting documentation.
One-click sync to Redtail
Review notes and tasks in Jump, then send approved updates directly into Redtail CRM.
Task creation and follow-up tracking
Generate follow-up actions from meetings and sync them into Redtail tasks.
Calendar and meeting visibility
Sync Redtail calendar categories so upcoming meetings appear in Jump automatically.
How It Works
Connect Jump to Redtail
Securely link your Redtail CRM account and optionally sync calendar categories.
Prepare and run meetings
Jump pulls Redtail client data to generate pre-meeting briefs and capture insights during conversations.
Review and sync updates
Approve notes and tasks, then sync them back into Redtail to keep records accurate.
Resources
Help Center Article
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