Lead Capturing
for Financial Advisors

Capture, manage, track and sync leads with Redtail CRM
without manual data entry or messy, time-consuming imports. 

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lead capturing and management software for financial advisor

Capture Phone, Web Forms, Email, and Chat Leads

free lead capturing and management software for financial advisor

Lead Management and intelligence

free lead capturing and management software for financial advisor

Integration with Redtail CRM

free lead capturing and management software for financial advisor

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.

push lead information to other crms
lead analytics

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.

lead details of oryxcloud lead management software
email transcription

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.

lead stages
Bring Action To Your Business

Learn How to Grow and Scale your Business in Days

contact and lead management

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!

free lead managment software for financial advisors

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.

free lead managment software for financial advisors

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.

free lead managment software for financial advisors

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%.

free lead managment software for financial advisors

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.

free lead managment software for financial advisors

Easy Redtail CRM integration

Attach lead details and call metadata such as recordings, messages, duration, time of call, and more to Redtail CRM.

free lead managment software for financial advisors

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

Assign Tasks to Team Members

Manage Status of Tasks


Customer Testimonials

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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.

Popular features of Oryx Cloud lead management include:
  • 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

Oryx Cloud’s lead management is part of Sales Hub, and you can get started with it for free. If you’re looking for more advanced features to help automate and scale your sales operations, Oryx Cloud also offers premium features with Starter, Professional, and Enterprise editions of Sales Hub.

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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oryxcloud lead management software