I’m currently looking to set up an automated text messaging campaign to follow up with leads generated from Facebook leads and commercial leads tied to our radio and TV shows. The goal is to have the campaign trigger once a lead engages by downloading or requesting our lead magnet. The text messaging campaign would: 1. Thank the lead for engaging with our content. 2. Ask a series of follow-up questions. 3. Offer an appointment based on their responses. 4. Send a scheduling link to the appropriate advisor at my office, determined by the asset size of the individual. I’m currently using Redtail CRM, ActiveCampaign, and Levitate, but I’m not sure if I need to integrate additional tools like Twilio or WooSender to make this work. Does anyone have recommendations for someone who can help me set up this campaign or suggestions on the best tech stack for this process?

Wondering if there is a good RIA operational conference to attend?

We've been working to address your feedback around Redtail feeling dated, contrast issues on text and cleaner, easier UI to navigate. As we continue to roll out new experience updates, we would love to hear from you on what is working well and what isn't.

I am playing with the idea of using AI to help take meeting notes, especially for virtual meetings, and am looking for suggestions or ideas. Which programs have you used, and what are the pros and cons? Thank you in advance.

Hello everyone! Our firm is looking at integrating HubSpot to use as a marketing platform and also our BD pipeline. Just curious if anyone else has used HubSpot and if they have had any pain points with transitioning data between HubSpot and your other tech providers. Thank you!