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Generate more leads with the Acuity Scheduling + Redtail integration
Acuity Scheduling / Redtail
Integrations

Generate more leads with the Acuity Scheduling + Redtail integration

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Does Acuity Scheduling integrate with Redtail? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Acuity Scheduling and Redtail

Quick summary of Acuity Scheduling

Acuity Scheduling is an online appointment scheduling software that helps you easily manage your meetings and appointments, receive payments, and much more. With Acuity Scheduling, you will never need to ask “what time works for you” again. The process of getting appointments is completely automated. First of all, you decide your availability. You just need to select what time fits better for you on the calendar, based on your tasks and needs

Then, you get a shareable link that you can send to your customers in order to let them choose a date that suites to both. With Acuity Scheduling, clients see your real-time calendar availability, so they can book an appointment, a consultation or a meeting with you. Moreover, they can directly pay through the platform, in advance.

Unexpected events should never be an obstacle for you. That’s why, with Acuity Scheduling you can easily re-schedule your meeting with one click. If you are a professional, a business owner or a team manager, Acuity Scheduling is the perfect tool you need to be in full control of your availability, 24/7, 365 days per year.

Quick summary of Redtail

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.


What you can do with Acuity Scheduling and Redtail

Create new Redtail contacts in tags with Acuity Scheduling

Update Redtail contacts in tags with Acuity Scheduling


Other popular Redtail integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


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