https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo857.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo503.png
Generate more leads with the Dubsado + Redtail integration
Dubsado / Redtail
Integrations

Generate more leads with the Dubsado + Redtail integration

LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Dubsado and Redtail

Quick summary of Dubsado

Dubsado is a client management system for the entrepreneur. Submit contracts, invoices, process automation, project management and more.

Dubsado also offers a CRM service and other customer management tools that offer lead tracking or the ability to send contracts and proposals.

Finally, Dubsado allows the use of lead monitoring, billing, electronic signature and automation at the same time.

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 Dubsado and Redtail

Create new Redtail contacts in tags with Dubsado

Update Redtail contacts in tags with Dubsado


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

Watch the video


Start automating Dubsado with LeadsBridge

NOTE Dubsado is on Waiting List
Please click the button below to get free early access once it will be available.