Generate more leads with the CompanyHub + Redtail integration

CompanyHub is a customizable CRM platform packed with powerful reporting, email sync, and bulk mail capabilities. Created to fit into any industry, CompanyHub CRM is designed to track anything other than just leads, helping companies with their lead management and sales pipeline processes via a unified and centralized platform.

With CompanyHub, users are able to manage leads more effectively by improving conversion rates with powerful features such as: smart follow-up recommendations, 360-degree contact visibility, synchronization and email synchronization capabilities.

Filters and custom fields simplify the organization of users by offering personalized experiences with features such as: mass submission, scheduling and personalized e-mails. Data viewing and reporting helps users to understand and analyze their data more effectively and improve sales performance to exponential levels.

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.