Two Powerful Platforms, One Seamless Integration
We have joined forces with the leading CRM for independent advisors, Redtail Technology to help
financial advisors accomplish more and see greater results in less time.
Greater Results in Less Time
A marketing automation platform and a CRM work hand-in-hand to help you strategically target your ideal client base and maintain strong relationships with clients. The benefits of connecting your FMG Suite tools with Redtail’s Tailwag CRM version are huge.
Website Form Submissions
Automatically drop prospects who fill out forms on your website into your Redtail Tailwag to keep all of your leads in one organized place.
Contact Synchronization
Sync your contacts and manage your email and social campaigns with a few clicks of a button, ensuring you stay engaged and connected with your prospects and clients.
Features
Contact Synchronization
Sync your contacts and manage your email and social campaigns with a few clicks of a button, ensuring you stay engaged and connected with your prospects and clients.
Website Form Submissions
Automatically drop prospects who fill out forms on your website into your Redtail Tailwag to keep all of your leads in one organized place.
Automation at Your Fingertips
Utilizing these two platforms will allow you to easily step up your marketing efforts with FMG Suite automated campaigns.
Available on Redtail Tailwag Only
The FMG Suite is available on Redtail Tagwag version only. For more information on how to upgrade your account from Leapfrog to Tailwag contact Redtail directly.
Have a Question?
Check out our Redtail and FMG Suite integration frequently asked questions.