Oryx Cloud: Capture more LEADS. Close more DEALS.
ABOUT 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.