Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4

Updated Integration with GoToConnect Powered by Jive!

Category: Integrations
integration updates

GoToConnect comes packed with features that empower your business to grow while your users stay productive and look professional.

GoTo Connect Powered by Jive logo

ABOUT GoToConnect Powered By Jive

GoToConnect features a flexible, affordable VoIP system and professional HD virtual meetings software. Together, these two powerful solutions provide your business the tools to connect whenever, wherever, however. For more information, visit the GoToConnect website here.

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN GOTOCONNECT AND REDTAIL CRM?
With the updated integration, you can now make any contact a video meeting. Every GoToConnect license comes with HD video conferencing for no additional cost. Host virtual meetings and screen-share critical documents to mitigate any misunderstandings and allow the advisor to capture all pertinent communications for historical continuity.

This new functionality is in addition to previous components of the VoIP integration, which you can view at the integration setup and usage link below.

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this 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.