Salestrekker + RevSend Integration
Streamline your finance CRM with Salestrekker + RevSend—automate gifting, retain clients, and drive more revenue from every engagement.
Boost your finance workflow with the Salestrekker + RevSend integration. Combine Salestrekker’s powerful CRM features for financial professionals with RevSend’s automated B2B gifting platform. Effortlessly send personalized gifts, manage campaigns with real-time tracking, and enhance every client relationship through thoughtful, automated outreach. Create custom gifting experiences, increase your closing rate, and build lasting loyalty, all from inside your familiar CRM interface.
Set-up
Get started in the RevSend Integration Page
Make Professional Connections Personal
