Streamline your data management process with the Salesflare + Redtail integration

Salesflare is a Customer Relationship Management platform specifically created for salesmen. Most CRMs require users to enter customer information into their system, which can be a very redundant and painstaking process that decrease the conversion rates of your funnel. Salesflare ditches that part and focuses on what salespeople do best: selling.

Salesflare doesn’t require leads and customers to input their data, such as emails, phone numbers, and address books, into the software. The platform in fact is built on top of salespeople’s existing data pools, which makes it easy to organize and manage the information you need to make a sale. The software automates the whole gathering and storing of customer information, reducing time spent on data entry up to 70%.

Salesflare gives your salespeople a huge boost in terms of productivity and effectiveness, helping them focusing on sales-related tasks instead of spending a significant amount of time on data entry. Thanks to the opportunity prioritizing feature, you and your sales team are always aware about that’s most important. With Salesflare, your time is spent on managing your customers, and not customer data.

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.