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

Generate more leads with the Demio + Redtail integration

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

Quick summary of Demio

DEMIO is a powerful webinar solution that allows you to generate leads and easily host your own online events.

With Demio you can collaborate with your team in the backstage, while your webinars are running. With Demio you can promote online your events and track your results using the Facebook Pixel or Analytics. By doing so, you’ll always know which campaigns are doing well and scale your advertising.

Demio allows you to customize your thank you pages, if you want. You just need to create a website page on your website or blog, and Demio will redirect your subscribers where you want. Send automated reminders and follow up your subscribers via email. Demio enables you to define automation rules, creating segments of your lists that personalize your customers’ journey. By doing so, you can differentiate the email follow up, based on the actions people do. You can host the same webinar multiple times and let your registrants choose a date/time that fits best for them. With Demio you can display your offers in real time, using the “Resources section” of your events with a powerful Call To Action.

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 Demio and Redtail

Create new Redtail contacts in tags with Demio

Update Redtail contacts in tags with Demio


Other popular Redtail integrations offered by LeadsBridge

No integration available but…
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