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By Amanda Romano Company

Twenty Over Ten Announces Integration With Redtail

3 minute read

We constantly work to improve the Twenty Over Ten experience every day by releasing new features, squashing bugs and delivering fresh support documentation. We are thrilled to announce our new partnership with Redtail Technologies. Now, advisors and broker dealers using the Twenty Over Ten platform will have access to the newest one-click integration through our overhauled integrations panel.

This latest integration combines Redtail’s CRM and Twenty Over Ten’s proprietary website builder to create a rich, seamless experience for prospects. Now, once users are logged into the Twenty Over Ten platform they will be able to simply connect to their Redtail account via the integrations panel enabling prospects to be automatically added to their Redtail CRM. With this new CRM integration, Twenty Over Ten users can expect an even more powerful web platform combining sales and marketing efforts.

WHAT IS REDTAIL CRM? 

Redtail CRM is a cost-effective customer relationship management tool designed specifically for financial advisors.

HOW DOES TWENTY OVER TEN INTEGRATE WITH REDTAIL?

Once logged into the Twenty Over Ten platform, users can simply enable the integration via the integrations panel and from that point on any form submissions that contain an email address will be added to your Redtail CRM. By enabling this integration, all website forms that are built within an advisor’s Twenty Over Ten website that include an email address and name will be automatically added to the your Redtail account. Yes, it really is that simple!

twenty over ten redtail integration

What Advisors Are Saying About Twenty Over Ten

“You guys just don’t stop impressing me. I am blown away by the design, content, quality and how you both nailed everything.” -Mark Sharp, Financial Planning Done Right

Ready to Try Twenty Over Ten + Redtail?

Combining your marketing and sales efforts has never been so easy. Don’t delay – get the integration today to further power your digital flagship.

Get a FREE 14 Day Trial!