Streamline your data management process with the PhoneWagon + Redtail integration

PhoneWagon is an easy to use call tracking software that helps businesses improve their marketing spend by placing unique local phone numbers on each of their different marketing campaigns.

PhoneWagon helps companies run multiple campaigns on different marketing channels and track the number of phone calls and corresponding lead conversion reports through those campaigns. The solution also allows companies to send automated text messages to their customers after each conversation or call interruption, ensuring that potential contacts are not lost.

PhoneWagon also offers call recording features that allow campaign managers to monitor conversation quality between agents and customers. Campaign managers can review all phone calls and evaluate overall campaign progress.

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.