Now Redtail customers can integrate their referral program into their businesses, and promote it to their existing customer base to generate more qualified leads. To run a successful Redtail referral program it's important to make sure as many of your customers know about your program and start referring their friends. Integrating your Redtail referral program with your existing CRM will help make sure all touch points with your customers can be used to remind them as you’ll always have a customers referral link on hand.
Our no-code referral software makes it easy for any finance business to launch their own Redtail referral program - no developers needed and no referral marketing experience required. Use our referral platform to build referral campaigns, and invite your customers to refer their friends, sending all your new leads directly to your Redtail CRM to qualify them, and follow up.
A Redtail referral program makes it easy for financially minded businesses to:
Whether you are a small to medium financial investment firm looking to grow, or an established fintech app wanting an end-to-end referral system that scales, Referral Factory has a referral solution for you. Connect your Redtail CRM and launch an integrated referral program in just a few minutes!