Capitect

Integration Name:

Capitect

Integration Type:

Performance Reporting, Billing, and Rebalancing

Setting up the integration:

Within your Capitect account, expand your Integrations menu and select Data Sources:

 

 

Under "Add CRM", select Redtail:

 

 

You'll then be prompted to enter your Redtail username and password and click Authorize to complete setup:

 

 

Integration functionality:

Once you've authorized the integration, you can then choose which households and their underlying family members you would like to add from Redtail CRM to your Capitect dashboard:

 

Capitect resources:

Website

Pricing

Features

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