Streamline your data management process with the Prospect.io + Redtail integration

Prospect.io offers an eponymous sales development and prospecting automation tool that’s trusted by thousands of firms to collect prospect information, help manage prospecting outreach and follow-up, and track prospect engagement with your email or web-based content.

A combination of web application and browser extension, Prospect.io allows sales development representatives and other users to “clip” contact information from across the web and build custom, targeted lead lists. Then, you can filter and sort the list according to a number of variables, and create personalized drip campaigns that will help to engage prospects in a variety of buying stages.

Furthermore, the Prospect.io platform enables robust tracking of engagement with your content; see when a prospect has opened your email, clicked on a link, and/or visited your site to view content, helping ensure you know the proper time and place to connect.

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.