Streamline your data management process with the On24 + Redtail integration

ON24 is a webinar software and virtual training solution designed for businesses of any size and industry. With ON24 you can create high performing online events that help you engage your audience and provide a great virtual experience. ON24, in fact, includes over 30 interactive widgets to take the most out of your webinars, including presenter video and live screen sharing. ON24’s webinars are fully customizable with your brand colours, logos and much more.

ON24’s tools enable you to improve your marketing results. The Inbuilt analytics help you identify your best leads. By doing so, you’ll be able to empower your sales team with the insights and data they need to turn more prospects into clients.

ON24 also empowers the communication within team members and improves their productivity. Team members can easily organize online meetings and reunions for internal communications and workflow optimization. Moreover, companies and enterprises can use ON24 to transform their webinars into a powerful platform for corporate training for employees, partners and clients.

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.