Integración con Redtail CRM

Descripción general

Connect your Redtail CRM for financial advisors with Salescaling to streamline client management and sales.

Cómo funciona

• When a new contact is created in Redtail, a new contact is automatically created in Salescaling.
• Keep your client and prospect information synchronized across both platforms.
• Enhance your financial practice's business development workflows.