- After we carry out the integration with Redtail CRM, you will need to register in ApiX-Drive to start using the connector
- Next, select the service in the web interface you need to integrate with Redtail CRM (currently 294 available connectors)
- Choose what data to transfer from one system to another
- Turn on auto-update
- Now the data will be automatically transferred from one system to another.
Integration Redtail CRM by API
Do you want us to make integration with Redtail CRM?
What features are you interested in? This will make the integration more useful to you.
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How to integrate Redtail CRM and other systems
with ApiX Drive
to integrate Redtail CRM with other systems.
Automation capabilities Redtail CRM
with other systems
The Redtail CRM will exchange data with other systems according to the specified interval.
- Information will be available after system startup
F.A.Q. on integration with Redtail CRM
How is the integration of Redtail CRM carried out?
How long does the integration take?
How much does it cost to integrate Redtail CRM with other systems?
How many integrations are available for Redtail CRM?
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.
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