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New integration with Lightspeed Voice!

Category: Integrations
integration updates

Since 2009, Lightspeed has served sales teams with fully hosted private phone networks and reliable sales automation solutions.

lightspeed logo

ABOUT Lightspeed Voice
Lightspeed Voice is a leading provider of VoIP phone service that prides itself on its over the top customer service and industry leading integrations. Features include live call monitoring, a visual switchboard, call activity reporting, call recordings, and many more that will help your office become more efficient. Lightspeed Voice is based in Florida where we develop, manage, sell, and support the product that sits within our privately owned data centers. For more information, visit the Lightspeed Voice website here.

WHAT ARE THE INTEGRATION POINTS BETWEEN LIGHTSPEED VOICE AND REDTAIL CRM?
The Lightspeed Voice integration with Redtail includes a screen pop of the customer profile on an inbound call and the insertion of a note with the duration of the call and who answered it along with a link to the recorded call.

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.