Generate more leads with the Privy + Redtail integration

Privy allows over 300,000 online stores and online publishers to improve their conversion on the site through the use of pop-ups, banners, flyouts, rotations to win highly targeted and fully customizable wheels and bars.

The free Privy suite helps you grow your email list from your website, your online store, social media channels, mobile phone, and in-store traffic. All without any coding or development capacity required.

In addition, Privy offers you customizable and compatible mobile device display types, including popups, banners, flyouts, scroll boxes, ad slots, and built-in email collection modules.

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.