TimeLyft: “TimeLyft’s Time & Productivity Management software helps Financial Advisors, as well as other client-based businesses, track time with clients to scale their business and improve performance.”
ABOUT TimeLyft “TimeLyft’s Time & Productivity Management app helps financial advisors increase revenue, improve client profitability, and improve their work/life balance. Use our software to visualize your business activity and client profitability. Monitor your progress as you work towards improving work life-balance and income. Benefits of using our software include:
Increase Revenue: How profitable is your service model? How productive are you? Self-awareness and monitoring are crucial to improving performance.
Improved Work/Life Balance: What is your capacity level? Are you putting in too many hours for minimal results? Monitor your work activity and use TimeLyft’s Insights to guide your growth.
Easy to Use Interface and Quick Input: Import data from software you use daily to import any business related activity. It just takes one click.“
WHAT ARE THE INTEGRATION POINTS BETWEEN TIMELYFT AND REDTAIL CRM?
Integration points include the ability to import contacts along with any tasks linked to a contact from Redtail CRM into TimeLyft for a time analysis.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.