Generate more leads with the Action Network + Redtail integration

Action Network is an open platform that empowers individuals and groups to organize for progressive causes. Thanks to Action Network, you can promote events and progressive causes.

Action Network allows you to rise money for your for your campaigns, collect RSVPs for events, sell tickets, and much more. Through the platform, it is also possible to ask others to host their own events as part of an event campaign anywhere in the world.

In fact, Action Network help you spread your message through different countries, in multiple languages. Its sibling nonprofit, the Action Network Fund, uses new technology and a networked approach to build powerful campaigns to create shared prosperity and a more just society.

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.