Streamline your data management process with the Infusionsoft by Keap + Redtail integration

Infusionsoft by Keap is a leading marketing automation platform that allows you to increase your leads and manage your contacts base, with the goal of growing your sales volume. Infusionsoft by Keap was designed as a small business CRM, sales, and marketing automation software, yet it is widely used by companies of any size.

First of all, Infusionsoft by Keap allows you to acquire more leads in different ways. You can upload a list of contacts manually, or create opt-in forms that will be included on your website, blog, or landing pages, in order to get more leads. Moreover, you can integrate Infusionsoft with other online platforms that you use to generate leads online. By doing so, the contacts will start receiving your email follow-ups and newsletters.

With Infusionsoft by Keap, you can assign tags to your leads, in order to identify their preferences and behaviors. When you tag a contact with Infusionsoft by Keap, you collect crucial information about your leads that you can use to send more specific offers and more relevant messages, which generally increases conversion rates.

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.