# Redtail CRM and Volty > Clients email to set up an annual review and Volty books the advisor's open time as a Redtail CRM activity, while advisors ask what clients called about. Advisory firms on Redtail CRM let Volty book annual reviews with the servicing advisor and log client requests as activities and notes, with advice left to advisors. Talk to Volty · Free trial Updated 2 Nov 2026 ## Booking the annual review A client asks to meet. Volty reads the record and books the advisor's open time. PJ Patricia Johnson Email · Client Hello, my husband and I would like to schedule our annual review with Michael before year end. Redtail contact · Patricia and James Johnson · Advisor Michael Ruiz · Last review Dec 2025 Volty Hi Patricia, Michael has these times open in the next two weeks. Which suits you both? Michael Ruiz · Review Tue 10 Nov, 10am · Thu 12 Nov, 2pm Thursday at 2 please Waiting for approval Redtail activity: Annual review, Patricia and James Johnson, Thu 12 Nov 2pm, Michael Ruiz Approve · Edit · Decline Google Calendar Michael's week Tue 10 Thu 12 9a · 10a · 11a · 12p · 1p · 2p · 3p · 4p Team meeting · Review · Tanaka Review · Johnson ## What Volty does with Redtail CRM Redtail CRM is a CRM for financial advisors and wealth management firms. Volty connects through Redtail's API, which Redtail grants a firm on request. Volty matches a client to their contact record, books their review with the advisor on record and proposes an activity or a note so the conversation is on file in Redtail. - The advisor on record · Volty reads who serves the client and brings them in by name. - Reviews booked · An annual review is offered at times the advisor has open. - Conversations on file · What the client asked can be proposed as a Redtail note. - RMD and allocation questions go up · Anything about investments goes to the advisor; Volty gives no advice. Connects with Redtail API, firm-use access Volty reads Contacts, servicing advisor, activities, notes Volty can change Activities and notes, Off by default Setup Set up by the Volty team with your operations lead Category Finance, legal & insurance Review meetings booked with the advisor on record. ### Who called today An advisor asks Volty what clients wanted. Advisory team Volty · Team chat M Michael Anything from my clients today I should know about? VoltyAPP Three: the Johnsons booked their review for Thursday at 2. Samuel Owusu asked about an RMD date, and I passed it to you. Rosa Medina updated her address, and the change is waiting for your approval in Redtail. ## As an automation Describe it to Volty in a sentence; it drafts the automation and an admin turns it on. Annual review invitations - When · First of the month · Runs once per month - Step 1 · Finds reviews due · Last review 11+ months ago - Step 2 · Invites each client · Wording compliance approved - Step 3 · Books the time · With the advisor on record Clients hear back the same day, from the right person. ## How Volty connects to Redtail CRM Redtail issues API access on request. Its form offers two routes: API Access for a firm's own use, and Redtail Partner for products sold to every Redtail user. Volty uses the firm route, under your credentials. - 01 · Request firm API access · Redtail's API request form, the option for personal or firm-only use. - 02 · Agree the records · Contacts, activities and notes; account values and holdings stay out unless you ask. - 03 · Approve in Volty · An admin approves the connection once. - 04 · Set activity and note tools · Booking an activity or adding a note starts Off. ### The tools Volty gets Each one is a switch on the Sources page in Volty. - Match a client to a Redtail contact · Reads - Read the advisor's activities · Reads - Book a review as a Redtail activity · Changes - Log the conversation as a note · Changes Reading tools can be turned on straight away. Anything that changes Redtail CRM starts Off, and once on it can be set to check with staff, so each change waits for a colleague. ## Common questions ### Do we need to be a Redtail partner? No. Redtail's API request form has an API Access option for a firm's own use, separate from the Redtail Partner program for products sold to all Redtail users. Volty's connection is for your firm only, so the firm route applies. ### Will Volty answer questions about a client's portfolio? No. Volty books meetings, confirms contact details and logs what the client asked. Questions about investments, RMDs or allocations go to the advisor on record. Volty gives no investment advice, and your firm's supervision and recordkeeping obligations stay with your firm. ### Is the conversation saved in Redtail? It can be. Volty can propose a note on the contact with what the client asked and what was booked. Notes start Off; with Check with staff, a colleague approves each one before it reaches Redtail. ### How much does it cost to connect Redtail CRM with Volty? Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger. ## Related integrations - Wealthbox Finance, legal & insurance - AdvicePay Finance, legal & insurance - Outlook Email - Google Calendar Calendar & booking - Calendly Calendar & booking All integrations ## Start your free trial Talk to Volty · Start your free trial Sign up for our 7-day trial. No credit card needed. ## Not convinced? Hear more from our CEO and Volty The Leonard and Volty Show · 8 October 2026 ### Meta now charges for WhatsApp replies The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [Finance, legal & insurance](https://voltade.com/integrations?category=finance) - [WealthboxFinance, legal & insurance](https://voltade.com/integrations/wealthbox) - [AdvicePayFinance, legal & insurance](https://voltade.com/integrations/advicepay) - [OutlookEmail](https://voltade.com/integrations/outlook) - [Google CalendarCalendar & booking](https://voltade.com/integrations/google-calendar) - [CalendlyCalendar & booking](https://voltade.com/integrations/calendly) - [All integrations](https://voltade.com/integrations)