By integrating Optivice with your CRM, manual client data entry becomes a thing of the past. Our seamless connection eliminates the need to input client details manually; instead, it effortlessly imports all necessary information on your behalf. Furthermore, Optivice streamlines your workflow by automatically syncing vital data like your clients' credit scores and any score fluctuations directly into your Redtail account.
Redtail Integration Benefits
Redtail and Optivice have a two way integration where data flows back on forth between the two systems.
Up-to-date debt information
Optivice pushes client credit score and credit score changes into Redtail on an ongoing basis to ensure that information stays current.
Customize clients synced
Stay focused by only pulling the specific clients into Optivice that you want to provide debt management services for.
Get Started with Optivice and Redtail
Get a complete view of your clients' debt – then help them smash it