Streamline your data management process with the Pipelinedeals + Redtail integration

Pipelinedeals is a complete solution that combines a CRM software and a Sales Productivity platform. It is suitable for businesses and organizations that want to monitor all the team activities, from sales to marketing, including events and tasks. The main goal of Pipelinedeals is speeding up the sales cycle, providing a suite of advanced tools to develop relationships with customers.

You can also create automated workflows to support your sales pipeline and increase the sales velocity, keeping track of all the activities. Businesses that wants to create long-lasting relationships with their customers, need to keep track of any activities and deal progress, in order to create accurate sales forecasts.

Pipelinedeals offers a powerful sales pipeline management system, that also provides detailed information about deals, including pipeline volume and sales velocity. With a huge quantity of customizable fields, for both deals and contacts, Pipelinedeals perfectly suits the needs of almost any businesses. The advanced lead management system allows you to build strong relationship with your leads and understand from where you best leads came from.

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.