RiskAdvisor + RevSend Integration
RiskAdvisor + RevSend lets you automate B2B gifting directly from your CRM, helping agents boost engagement with personalized client gifts.
Integrate RiskAdvisor with RevSend to automate personalized B2B gifting for clients. Agents can send digital or physical gifts, add handwritten notes, and track deliveries, all within their CRM workflow. The seamless connection boosts client engagement, strengthens relationships, and helps drive more revenue.
Set-up
Get started in the RevSend Integration Page
Make Professional Connections Personal
