mTap.io offers NFC-enabled Digital Business Cards with a functionality-rich Contact Management System,that integrates seamlessly with various Customer Relationship Management systems. Here is a brief overview of mTap’s integration capabilities and a "How to Integrate Your mTap Profile With CRM" guide.
- Access the CRM options, through the left sidebar on your mTap Homepage.
- Scroll down through the list of CRMs and ‘Connect Redtail CRM’ by clicking on the button for the same.
- Enter your login credentials and click submit.
- Upon validation, you will be given a message of successful configuration.
Streamlining Contact Management with mTap and Redtail CRM Integration
mTap's seamless integration with Redtail CRM offers a game-changing solution for professionals seeking to enhance their contact management and networking capabilities. By automating the process of capturing and syncing contact details from digital business cards into the CRM system, mTap eliminates the need for manual data entry, ensuring accuracy and saving valuable time. With instant access to up-to-date client information, users can efficiently manage their relationships, streamline follow-up processes, and deliver personalized offerings.
Enhanced Productivity and Better Outcomes
By leveraging the combined power of mTap and Redtail CRM, financial professionals can streamline their client management and networking processes, ultimately improving their productivity and achieving better outcomes in their professional relationships. The seamless integration of these two powerful tools allows users to focus on what they do best – providing exceptional products and services and building lasting relationships with their patrons.