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

Generate more leads with the Desk + Redtail integration

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

Quick summary of Desk

Desk is a salesforce customer support software designed to help small businesses help and connect with their customers, in order to make them happy and satisfied. Desk is a Salesforce tool that empowers your ability to provide a quick and efficient support to your audience. Thanks to its out-of-the-box support tool, you can easily and successfully manage every case and make better decisions, by bringing all your data in one place and get the insights you need to grow your business.

Desk is designed as a scalable tool, in order to let you focus on what matters for your business. By sharing you knowledge on a self-service site, you’ll help customers help themselves, allowing them to find what they need without effort. Moreover, Desk help you scale your entire business as you grow, thanks to detailed overviews of your customers base. In order to take the most out of your desk account, you can integrate it with your favorite business tool, to improve email marketing, social media marketing and increase your sales volume.

Desk works on mobile, and it allows you and your team members to help customers wherever you are, respond to customer requests, and collaborate together with your team. Its simple and intuitive interface allows agents support customers without technical obstacles. Reporting and analytics tool let you get the answers you need about your supporting performance, customer satisfaction and much more, thanks to advanced and detailed business insights accessible from everywhere.

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 Desk and Redtail

Create new Redtail contacts in tags with Desk

Update Redtail contacts in tags with Desk


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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