Streamline your data management process with the Platform.ly + Redtail integration

Platform.ly is a tool powerful and easy to use, useful for business management and marketing automation, designed for entrepreneurs focused on growing their business.

Platform.ly makes it easy to assign marketing by accurately monitoring interactions between different campaigns and channels throughout the entire marketing funnel.

Moreover, Platform.ly helps you to understand unequivocally which marketing activities drive sales the most, which are your most loyal customers and which determine the growth of your company.

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.