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Generate more leads with the LiveChat Inc + Redtail integration
LiveChat Inc / Redtail
Integrations

Streamline your data management process with the LiveChat Inc + Redtail integration

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Does LiveChat Inc integrate with Redtail? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting LiveChat Inc and Redtail

Quick summary of LiveChat Inc

LiveChat Inc. is a live chat and helpdesk software, useful to easily manage communications and interactions with your customers. As the name itself suggests, you can communicate with your customers in real-time, providing a great customer support experience. LiveChat Inc. comes with a lot of advanced features which allow you to track everything, improve the effectiveness of your efforts and monitor all the activities.

Using pre-made answers (also known as “Canned Responses”) you can save a lot of time: if you face similar questions several times, you don’t have to type the answer at any time. Just “save” the reply and recall it with a quick shortcut. You can also easily get a lot of information about your visitors and customers, such as email, location, order IDs, number of visits etc. In order to better organize the entire workflow, you can use “tags” to label similar conversations and the “filtering” options. All the chats are archived, but you will be able to quickly find conversations that include a certain keyword or phrase, also if it was handled by another agent.

The “Ecommerce” suite of tools, make LiveChat Inc. an added value for online retail businesses: you can easily engage your visitors immediately, as soon as they come on your website. In addition, thanks to the “Custom Invitation” feature, you will be able to identify and get in touch with potential buyers who came from a particular marketing campaign. LiveChat Inc. provides native integrations with the most common Ecommerce CMS, such as Magento, BigCommerce Prestashop and Shopify. But LiveChat Inc. also integrates with the most used CRMs, Email Marketing Software and platforms, including HubSpot, MailChimp, Salesforce and Google AdWords.

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 LiveChat Inc and Redtail

Create new Redtail contacts in tags with LiveChat Inc

Update Redtail contacts in tags with LiveChat Inc


Other popular Redtail integrations offered by LeadsBridge

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