Generate more leads with the WishPond + Redtail integration

WishPond is a cloud-based CRM solution suitable for companies of all sizes and designed for all industries. Key features of WishPond include landing pages, website pop-ups, forms, contests and promotions, marketing automation, email marketing, lead management, and score and lead profiles.

With WishPond landing pages, users can create, publish and test their pages. They can also design website popups to help convert visitors into leads.

WishPond allows users to run Facebook sweepstakes, photo contests, Instagram hashtag contests, and more. Users can create personalized emails that the system will automatically send to leads based on their activities and details.

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.