Streamline your data management process with the Mautic + Redtail integration

Mautic is a marketing automation software designed to businesses of any size, which allows you to increase your leads, sales, and conversions.

With Mautic you can create highly effective marketing campaigns to grow your business without effort. Build your contact base. Mautic helps you turn your website into a source of highly qualified leads. Allow people to subscribe to your list by creating your own web forms and install them on your website or blog. Email marketing is one of the most important activities in your business. Mautic allows you to create newsletters, automatic follow-ups, nurturing campaigns to engage your audience and boost loyalty and conversions.

With Mautic you can manage your contacts’ base, subscribe/unsubscribe users, move them to other campaigns and much more. Thanks to Mautic’s built-in reporting and analysis tool, you can easily understand how people behave and interact with your business and identify weaknesses and strengths of your marketing strategy Social media marketing With Mautic you can connect with your audience while they are browsing the social media. By doing so, you’ll be able to empower your brand and improve engagement with your leads.

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.