Streamline your data management process with the NetSuite + Redtail integration

NetSuite is a business management software, which also includes an ERP (Enterprise Resource Planning) solution. NetSuite is a scalable solution, suitable from companies from midsized businesses to large enterprises. NetSuite manages the entire organization processes, including financial, asset, revenue, order, supply chain, and inventory management.

NetSuite offers multiple benefits that can be exploited by users who use it, for example, the first benefit is the scalability in terms of functionality because NetSuite allows you at any time to expand its functionality by having complete customization through full compatibility between releases. The second NetSuite's benefit is given by the scalability in terms of infrastructure and managed volumes, guaranteed by the use of an S.a.a.S. that allows, through the adoption of the most modern technologies, to have a system always correctly sized.

An excellent reason to use NetSuite is certainly the automation services. NetSuite offers these services that can cover any aspect of sales processes (including billing and invoicing) and include project management and accounting systems, the management solution expenses, and a reliable analysis platform that provides advanced and detailed performance and forecast data. Surely a massive plus for a Business Management Software.

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.