Streamline your data management process with the Olark + Redtail integration

Olark is an easy-to-use live chat software, very helpful to engage and support your customers and website visitors. It is one of the most common platforms for real-time chats, adopted by several businesses that want to increase sales, provide a better support experience and manage long-term relationships with their customers. Its intuitive and fresh design, together with a quite easy setup process, make Olark a platform suitable for small businesses too.

Olark allows you to easily connect with your customers, also getting useful information such as location, device used, number of visited pages on your website, most recently visited pages and so on. In this way, you can better identify your customers, provide them the best answers to their questions and turn leads/opportunities into deals.

Olark’s main goal is helping you to close more deals and improve your sales. For this purpose, Olark also provides a complete reporting system, that comes with a lot of analytics and insights, useful to monitor all the activities and optimize performances. The real-time monitoring system, allows you to your agent’s ratings, so you can better plan staffing decisions. One of the Olark’s mainstays is its integration list, which includes a lot of CRMs, Email Marketing software and Ecommerce platforms, such as HubSpot, Salesforce, Mailchimp, Shopify and BigCommerce.

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.