Integration Redtail CRM by API

Redtail CRM is a cloud-based management platform for financial services companies. It helps automate a number of workflows and is available on a subscription basis, which is charged at the rate of "1 subscription - 1 database". Up to 15 users per subscription, customers are also offered free phone and email support, free access to webinars and a knowledge base with documentation and videos, and a Redtail University training program. One of the key functions of Redtail CRM is process automation, which includes a wide database of templates, a task scheduler, a contact database management module, and a number of other tools. Another important platform option is an online calendar with interface customization options, color tagging of tasks and events, as well as integration with Google Calendar and Office 365 services. In addition, Redtail CRM includes a note option to help document the entire history of interaction with customers. Separately, it is worth noting the built-in module for conducting online seminars, as well as the functionality for managing opportunities and sales funnels. Redtail CRM has a wide range of reporting and analytics tools for key performance indicators of the company with options for their import and export. The platform is available not only through the web interface, but also through a mobile application, and also supports a wide range of integrations with partner sites and services.