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

Generate more leads with the DialPad + Redtail integration

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

Quick summary of DialPad

DialPad is cloud-based communication system designed for businesses of any size who operate in the modern workplace. Thanks to DialPad, companies and enterprises can finally quit with the traditional business phone systems, by leveraging a brand-new way to communicate that connects everyone, from everywhere. Dialpad is a leader in communication security standards, thanks to a comprehensive, multi-layered approach that ensures that every element of your data is secure, still maintaining the highest communication quality.

DialPad offers many tools and features for businesses, including a secure cloud phone system, business VoIP, toll free numbers, cloud PBX & integrations with G Suite & Office 365. Thanks to its voice and video messaging platform, Dialpad allows businesses to connect people interactively, for a more direct communication. Moreover, Dialpad’s UberConference eliminates the need for PINs and makes it simple for people to join online meeting, conferences, seminars and much more.

UberConference empowers the communication with powerful call controls, seamless screen sharing, and HD audio. Thanks to its real-Time Analytics, Dialpad allows you to visually understand communication patterns and gather deep insights on voice and messaging usage. DialPad is constantly up-to-date and innovated and the developers release new features continuously.

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 DialPad and Redtail

Create new Redtail contacts in tags with DialPad

Update Redtail contacts in tags with DialPad


Other popular Redtail integrations offered by LeadsBridge

No integration available but…
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