Redtail integrates with GoToConnect for one Seamless Solution for your firm
Redtail users can take advantage of this partnership to integrate their phone and meeting solutions straight into the clients CRM Records!
Questions or need help? Call us.
With GoTo and Redtail you get:
- Screen Pop - Customer information and note history automatically Pop Up with incoming and out-going calls.
- Log Phone Notes and Call Activities - Make notes during your calls that are automatically added to your Redtail client records. You are able to categorize and set “priority” to call communications and established tasks by creating “Activities” from the screen-pop!
- Date and Time Stamp - incoming and outgoing calls are automatically logged in your notes section of your clients contact page.
- Call Length – helps analyze “BI” for all clients. Know how much time you are spending with each client and its associated cost to your agency.
- Video Conferencing - Make any contact a video meeting. Every GoToConnect license comes with HD video conferencing for no additional cost.
With GoToConnect Powered by Jive and Redtail you get:
- Special Redtail user pricing
- No hidden fees
- All inclusive pricing
Better Customer Interactions
- Call pop functionality
- Easily make notes on calls
- Easily add new users to CRM
- Assign tasks by creating activities in the screen-pop
- Easily forward calls to your mobile device
- Meet face to face anywhere
- Manage your phone from anywhere with the app
A Trusted Partner
- Redtail and GoToConnect come together for a safeguarded workflow
- 99.99% reliability
- Support available whenever you need it