SyndicationPro + RevSend Integration
Enhance SyndicationPro with RevSend—automate B2B gifting and streamline investor relations through personalized engagement in your CRM workflow.
Integrate SyndicationPro with RevSend to unlock seamless B2B gifting within your CRM. SyndicationPro offers robust CRM, investor portal, and investment management features, while RevSend elevates your engagement strategy by automating the sending of personalized gifts. Easily send digital or physical gifts, handwritten notes, and custom packaging to investors or partners right from your CRM. Real-time tracking and automation ensure a fully streamlined experience, improving investor satisfaction and retention while saving time for your team. Empower your firm to drive stronger relationships and more impactful client interactions with the SyndicationPro + RevSend integration.
Set-up
Get started in the RevSend Integration Page
Make Professional Connections Personal
