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Lead Management Software for Business Development and Marketing
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
Other Business Development and Marketing
This CRM solution provides lead management, policy tracking, contact management, customizable workflows, email integration, document management, mobile access, analytics, and integration capabilities at a competitive price point for insurance agencies.
CRM platform with contact management, deal tracking, pipeline visualization, and email integration. The platform can be customized for venture capital deal tracking and relationship management with automation features that help maintain founder relationships.
Sales and marketing automation platform with CRM, email marketing, and client management tools. Financial advisors can automate client follow-ups, create nurture campaigns, manage appointments, and track client interactions in a centralized system.
A CRM that integrates social media and provides tools for relationship management, lead and contact management, with features for email outreach and tracking.
Lead tracking dashboards, automated follow-ups, marketing segmentation tools, email integration, campaign analytics, and reporting—all tailored for financial advisory business development and compliance.
Lead pipeline management, advanced segmentation, automated workflows, campaign tracking, personalized journey support, and built-in compliance reporting designed for financial advisory business developers.
Provides comprehensive database of high-net-worth individuals, advanced search/segmentation, lead scoring, contact management, and prospecting tools to supercharge advisory lead management and marketing.
Redtail Client Portal
By: Redtail Technology
https://corporate.redtailtechnology.com/products-and-services/
By: Redtail Technology
https://corporate.redtailtechnology.com/products-and-services/
Client portal integrated with Redtail CRM, offering document sharing, contact information management, appointment scheduling, and secure messaging. Focuses on improving client-advisor communication.
Prospect engagement tools, marketing content for advisors, client communication resources, educational materials for lead nurturing, ROI tracking, and advisor-specific marketing analytics.
Marketing automation platform with lead nurturing, email marketing, website visitor tracking, and analytics. Financial services features include compliance tools, advisor engagement tracking, and integration with financial service CRMs.