Annuities Genius Gets Redtail CRM Integration
We are excited to announce a new integration inside Annuities Genius CRM.
Redtail CRM is a web-based Client Relationship Management software, integrates widely and deeply with other popular tools in the financial services industry.
You can now easily import your contacts from Redtail CRM to Annuities Genius with a click of a button.
Setting up the integration:
- Log in to Annuities Genius account.
- Go to Client Management section.
- Click on “Import” button and select Redtail option.
- Enter Redtail CRM credentials and click “Sign in” button. This action is only required once.
- You will see a list of your latest contacts. Start typing a name to filter contacts.
- Click on the contact card to import information to Annuities Genius.
- The contact will appear in Annuities Genius CRM along with his email, state, phone number, gender, date of birth, and information about the spouse (if applicable).