Streamline your data management process with the ProsperWorks + Redtail integration

ProsperWorks is a CRM solution for Google Apps and G Suite, that helps you to manage your entire sales pipeline, identify your contacts and opportunities, and get a visual overview on your entire customer base. ProsperWorks includes email marketing, lead scoring and list management systems, automation capabilities and a robust integration with Google Apps, especially Gmail/Inbox.

Thanks to the sync feature with Google Contacts avoid you to update your contacts in ProsperWorks too. Once you’ve updated a contact, ProsperWorks will automatically update the contact information. The integration with Gmail allows you to automatically add new contacts, track your emails (opens and views), keep track of all the recent activities, create and send follow-up directly into your inbox. All messages, logged phone calls, completed task and files are automatically attached to the contact profile.

ProsperWorks also offers an intuitive reporting system called “Custom Report Builder”, so you can easily turn your data in beautiful and professional visual insights. All the data are connected with Google Sheets and can be shared with other members of the team. The automation features help you to save a lot of time. When you send a calendar invite, change the lead status or send out a proposal, ProsperWorks will automate next steps.

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.