Lead Capturing
for Financial Advisors
Capture, manage, track and sync leads with Redtail CRM
without manual data entry or messy, time-consuming imports.
Capture Phone, Web Forms, Email, and Chat Leads
Lead Management and intelligence
Integration with Redtail CRM
No more manual data entry.
No more leads lost in your
email inbox.
Automatically capture all of your potential customer-facing communications and extract the relevant data back into Redtail CRM.
With Oryx Cloud, you can sync your sales teams’ inbound phone calls and email inboxes directly to Redtail. No more manual updates in your CRM.
Surface critical insights to inform marketing/sales decisions
Capture and analyze every call, chat and email with prospects and customers.
Gain complete visibility to sales pipeline and track lead momentum for better lead reviews and forecasting accuracy. Keep a pulse on the competitive landscape.
Stop juggling your lead tracking across multiple tools
Stop wasting time combining data from disconnected tools and databases. Access contact details and follow up with leads all in the same place.
Make sales calls, send emails, assign tasks, leave detailed notes, and more without ever leaving Oryx Cloud. Automatically assign new leads to the right sales reps, create follow-up tasks, and add new deals to your CRM.
Every conversation produces a goldmine of insights
Deliver tailored communications to targeted market segments uncovered through keywords surfaced from conversations.
Every conversation produces a goldmine of insights that can inform decision-making and enable go-to-market success.
Collaborate, Nurture leads, and Grow your CRM
All-in-one lead capturing, management and intelligence makes it easy to integrate with your CRM and other apps to build targeted lists, automate your email campaigns, and expand your database.
Import existing lead details, build forms to convert visitors into leads and grow your database, and create unlimited custom fields to collect critical lead details. Then segment contact lists based on any data you’ve collected – lead details, campaign source, lead stage and more.
Bring Action To Your Business
Learn How to Grow and Scale your Business in Days
Contact & Lead Management
Each lead is an opportunity - how well you manage them determines how many of those opportunities turn into actual deals. With our powerful lead management system, you'll never lose track of who's who again. You'll get to know your leads like their best friend!
Pipeline Management
At the end of the day, what matters most is whether or not leads get closed. With our pipeline management system, you can see where leads are in the process at any time - so you get deals done faster than ever before by adding leads to your CRM with a single click.
Lead Tracking
Lead tracking software attributes (or matches) incoming phone calls to your marketing channels and tactics. This helps you measure the success of advertising campaigns while fine-tuning marketing strategies and spend.
Conversation Intelligence & Analytics
Boost sales productivity with deep, personalized customer insights. Financial Advisors that develop customer insights can increase sales productivity as much as 40%.
Call and Voicemail Transcription
Keep a written record of your calls. Special patterns like phone numbers and digits are appropriately formatted. Simply skim the transcription to gather the key details in a few seconds.
Easy Redtail CRM integration
Attach lead details and call metadata such as recordings, messages, duration, time of call, and more to Redtail CRM.
Form Builder and Tracking
Create your form in minutes using our simple form builder. No coding skills required! Link your Wordpress website with our software that will automatically import the contact details into your CRM in less than 5 minutes. We'll make sure you have everything you need to generate leads from your site.
Bring Action To Your Business
Transform your customer experience
Engage your customers at every step of their journey. Oryx Cloud is a single platform with built-in intelligence, and includes all the tools required to manage your leads.
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Bring Action To Your Business
Business Indices, Lead Tracking Through the Latest Analytics Tools
Quickly identify leads that convert the most quickly and visualize the conversion rate. And get a view into top leads by source and medium.
Increase Monthly
Increase Yearly
Bring Action To Your Business
Create Tasks to your team to manage your workflow
Add, Prioritize & Organize your Team's Tasks! Be more efficient and successful! Start with a simple To-Do-List, add more Details as you go.
Create Tasks
Add company and contact records, log sales activities automatically, and easily keep records up to date. See every interaction you've had with contacts, and use this data to build campaigns that close more deals.
Assign Tasks to Team Members
Add company and contact records, log sales activities automatically, and easily keep records up to date. See every interaction you've had with contacts, and use this data to build campaigns that close more deals.
Manage Status of Tasks
Add company and contact records, log sales activities automatically, and easily keep records up to date. See every interaction you've had with contacts, and use this data to build campaigns that close more deals.
Customer Testimonials
Lead management is the strategy that sales teams use to understand which stages of the pipeline their deals are in. This tracking helps sales teams know whether a lead or prospect is on a path to closing. Many companies choose to use software that streamlines this process and uses automation to encourage leads through the sales process with workflows and targeted marketing.
Oryx Cloud lead management software does exactly that. Instead of using manual tracking, let your sales team leverage the power of a fully automated tracking system. Instead of manually triggering flows or reaching out manually, they’ll be able to use Oryx Cloud lead management smart functionality to trigger interaction at exactly the right time.
- Engage with your leads automatically right from within your CRM contact record
- Automatically update the lead record as soon as a call or email takes place
- Record all of your customer calls from right within your browser and log them directly to the contact record
- Make use of templates and automation to make customer follow-up easy
- Built-in team-wide analytics to understand performance at a macro and micro level
Depending on whether you’re already using a lead management system, implementation time may be shorter or longer. If you need to undergo data migration or have a complex or large amount of data to move over, your implementation time may increase. On the other hand, most teams with a short sales cycle also have a very rapid implementation period for lead management software.
For companies that have never done any lead management, the implementation time is instant—the only thing you need to set up before getting started is access for your team and information about their specific roles.
Lead Management in One Unified Tool
Put Oryx Cloud behind your omni-channel marketing strategy to grow inbound conversions, and accelerate your pipeline.
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