Streamline your data management process with the RingCentral + Redtail integration

RingCentral is a leading platform that provides businesses the ability to communicate through voice and video. RingCentral offers a wide range of solutions to businesses to develop the communication within the teams or through contact centers. By doing so, businesses can literally reinvent the way they communicate to their audience and collaborate and unleash their full potential. RingCentral’s cloud-based, innovative and secure platform has re-designed the way businesses connect employees, customers, teams and managers,

RingCentral has gone far beyond the traditional office phone systems. The platform includes VoIP business phone service or virtual PBX, but also a wide range of tools and features that unify voice, video, team messaging and collaboration, SMS, conferencing and online meetings, contact center, and fax.

RingCentral allows companies to create voice and video conferences, online meetings, phone calls to reach and engage users all around the globe. Your business can leverage communications with enterprise-class voice, fax, text, call handling. RingCentral empowers teams’ performances and productivity, providing team messaging tools and collaboration in just one digital workspace. RingCentral integrates with the most used business applications, such as Microsoft Outlook, Oracle, Zendesk, Google Salesforce and more.

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.