Streamline your data management process with the Bitrix24 Webhook + Redtail integration

Bitrix24 is a popular project management tool, this app offers tools such as a CRM, project management, time management, document management, and tasking in a social-style environment that includes content sharing, instant messaging, commenting, liking, and user profiles.

Bitrix24 makes communications simple with social features such as comments and liking, and automated processes like notifications, assisted reporting, and subscriptions to groups or discussions. Moreover, Bitrix24 offers practical solutions to manage a company online. There are precise and flexible tools for each operation such as tasks, sales processing and reports. Standard workflows (Leave Requests, Business Trips, Expenses, Purchases, General Requests) are included Bitrix24 Standard and Professional plans. Any time your employees need to ask for leave, submit expenses, request technical assistance or put a purchase request in, they can do it.

Bitrix24 lets you create posts from emails and add email recipients to your posts. Participating in discussion is as easy as replying to an email or clicking "Add Comment" button that takes external users to a special secure web page. To create new post from email, simply forward it to a special address listed in employee profile. No matter which collaboration tool you choose intranet, extranet or email everything will be indexed and stored inside your Bitrix24 account.

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.