Infusionsoft 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 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 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, you can assign tags to your leads, in order to identify their preferences and behaviors. When you tag a contact with Infusionsoft, 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.

What you can do with Infusionsoft and Redtail

Create new Redtail contacts in tags with Infusionsoft

Update Redtail contacts in tags with Infusionsoft

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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.

 

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