Streamline your data management process with the oDASH + Redtail integration

oDASH is an event management software designed to help event organizers and companies attract and engage an audience by allowing them to participate in user-organized events.

The oDASH platform comes with the tools and technology to help customers expand their reach to increase their target audience.

With oDASH, users are able to reach their target audience and provide them with materials, updates and more to exert influence and encourage them to participate in events.

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.