Streamline your data management process with the Zoho CRM + Redtail integration

Zoho CRM is a customer relationship management software that enables you to grow your business by managing your contacts’ base effectively and without effort. Zoho CRM helps you increase your sales volume, empower your marketing and support your clients. By reaching your audience in perfect timing, engaging them across multiple channels and showing them the most relevant content and offers, Zoho CRM allows you to sell smarter and faster.

With Zoho CRM you can create automated follow-ups to your leads. Thanks to automation rules, you are able to segment your audience and make the right decisions. Zoho CRM empowers your entire sales team, helping them be more productive and organized. By creating sustainable workflows that motivate the employees you can, at the same time, track the sales performances and identify what works and what doesn’t.

Thanks to the advanced CRM analytics, you have your business under control, understand trends, churn rates and much more. Zoho CRM integrates with the most used tools for businesses, including Microsoft Outlook, Google Apps, Twitter, Facebook, just to name a few.

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.