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Generate more leads with the Optin Monster + Redtail integration
Optin Monster / Redtail
Integrations

Generate more leads with the Optin Monster + Redtail integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Optin Monster and Redtail

Quick summary of Optin Monster

OptinMonster is a Lead Generation software that helps you maximize your marketing efforts and collect more leads on your website.

Thanks to its powerful targeting and segmentation engine, you can show personalized messages to your website visitors Exit-Intent popups, Fullscreen Welcome Mats, Scroll boxes and more, based on user's behavior to maximize engagement, conversions, and sales.

OptinMonster’s A/B testing feature helps you eliminate the guesswork by letting you try different headlines, content, layouts, and styles to see what converts best. OptinMonster behavior detection rules combined with the Yes / No feature significantly increases your pageviews by redirecting engaged website visitors to your most popular pages. Moreover, OptinMonster uses time-sensitive behavior based offers to drastically reduce overall cart abandonment & boost sales.

Quick summary of Redtail

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.


What you can do with Optin Monster and Redtail

Create new Redtail contacts in tags with Optin Monster

Update Redtail contacts in tags with Optin Monster


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