Streamline your data management process with the Open House + Redtail integration

Open House is a digital App designed to help real estate agents create beautiful Open house sign-in forms that your guests can complete right on your iPhone or iPad. Get any information you need from your potential leads by creating a custom form with any multiple-choice or text-response question you need.

When are they moving? Do they have a property they need to sell? Ask the questions that are important to you and design your form to fit your listing & your brand with customizable background, welcome, and thank you messages. When guests arrive at your open house, they can quickly fill out their information right on your device.

Guests only see the form they are completing so it keeps your valuable leads safe from other visiting agents. After your open house, you can export all your responses to CSV or just email all your open house guests right from the app. Spend your time planning an open house for your next listing instead of manually entering the email address and phone number of each potential lead. Impress visitors at your next open house and get more organized with the Open House App.

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.