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Redtail Technology > News > Integrations > New integration with Oryx Cloud!

New integration with Oryx Cloud!

Category: Integrations
Redtail Blog Feature Graphic - Integration News

Oryx Cloud: Capture more LEADS. Close more DEALS.

Oryx Cloud logoABOUT Oryx Cloud “Oryx Cloud is a lead capturing and intelligence software to help financial planning advisors and retirement planning consultants capture leads by phone, chats, email, and web form. Grow revenue by increasing conversion of leads to business.”

WHAT ARE THE INTEGRATION POINTS BETWEEN ORYX CLOUD AND REDTAIL CRM? 

This new integration offers advisors the ability to push leads they have captured in Oryx Cloud over to Redtail CRM as contacts.

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.