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Generate more leads with the Agendize + Redtail integration
Agendize / Redtail
Integrations

Generate more leads with the Agendize + Redtail integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Agendize and Redtail

Quick summary of Agendize

Agendize is an appointment and timing management system that offers companies a single interactive platform solution. The solution helps both startups and large companies to scale the product development cycle. It's a one-stop solution and an easy-to-install tool that helps generate leads from traffic.

The software not only schedules complex tasks in a user-friendly interface, but also offers additions to some of the most popular apps to improve overall operations. These operations include tools with deep API integrations to be used tailored or even on an existing platform.

The solution seamlessly combines appointment management and customer engagement, which is a critical requirement for companies requiring a versatile CRM. In addition, Agendize offers users powerful options to create custom reports and execute advanced scheduling commands.

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 Agendize and Redtail

Create new Redtail contacts in tags with Agendize

Update Redtail contacts in tags with Agendize


Other popular Redtail integrations offered by LeadsBridge

No integration available but…
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