Redtail Integration
Synseus Intelligence,
inside Redtail
Surface practice intelligence automatically while you work in Redtail CRM. Succession signals, revenue gaps, and M&A opportunities — in a side panel, without leaving your workflow.
How it works
Add the extension from the Chrome Web Store. No configuration needed — it works with your existing Synseus account.
Navigate to any contact in Redtail. The Synseus panel detects the record automatically and surfaces intelligence in a side panel on the right.
Contact-level opportunity score, archetype-matched talking points, succession signals, and revenue gap analysis — surfaced in context, without switching tabs.
What you see in the panel
Built for Redtail users
Synseus works alongside Redtail without requiring API access or admin permissions. Install the extension and it works immediately.
When you open a Redtail contact record, Synseus automatically surfaces an opportunity score, succession signals, and talking points specific to that contact.
The extension reads the Redtail URL to detect context. No contact data, notes, or account information leaves your browser.
CCO-Ready by Design
The Synseus extension uses a client-side Zero-PII scrubber — sensitive client data is redacted locally in your browser before anything reaches Synseus servers. No client PII is ever transmitted.
Common questions
Does this require a Redtail API key?
No. The extension works by detecting the Redtail URL in your browser. No API key, OAuth connection, or admin permission is required.
Will Redtail know I'm using this?
No. The extension operates entirely in your browser. It does not connect to Redtail servers or modify any Redtail data.
Does it work with all Redtail plans?
Yes. The extension works with any Redtail plan since it operates at the browser level, not through the Redtail API.
Is this approved by Redtail?
Synseus operates independently of Redtail. We are not an official Redtail partner — the extension works alongside Redtail without any formal integration.