Better Proposals + Redtail CRM

Create proposals in Better Proposals for new contacts in Redtail CRM

Efficiently manage your client onboarding process with this seamless workflow between Redtail CRM and Better Proposals. When a new contact is created in Redtail CRM, a proposal will be generated in Better Proposals, ensuring swift communication and proposal delivery for a smoother client experience. Simplify your sales process and save time with this automated solution.

Efficiently manage your client onboarding process with this seamless workflow between Redtail CRM and Better Proposals. When a new contact is created in Redtail CRM, a proposal will be generated in Better Proposals, ensuring swift communication and proposal delivery for a smoother client experience. Simplify your sales process and save time with this automated solution.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Better ProposalsBetter Proposals
    Create a Proposal

    Creates a new proposal.

    ActionWrite
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Supported triggers and actions

What does this mean?
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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