The best client capture form
for Redtail CRM
Onlinico developed a web application to optimize the collection of client data to keep their CRM updated.
Development of convenient b2b application for financial advisers and their clients
We developed a web application that provides an easy way to collect and update client data using a modern web interface that store collected data into Redtail CRM. Onlinico developed this b2b web app that has been widely adopted in the fields of finance and other commercial markets and was greeted with great interest by Redtail's users.
Сomponents of the solution
Among the main features of this web application are the following: custom authentication based on Redtail authentication for advisors, custom authentication for clients using SMS, dynamic client forms which can be configured on the advisor site.
The following technologies were used to develop the applications: .Net Core 2.0, OpenIddict, PostgreSQL
Project screenshots examples
Please take a look at the simple and user-friendly interface of the application.
My project became realistic only because of ONLINICO. The team is very professional and do its job in time. The continually support of ONLINICO helps to do your project perfect.
CEO OF FOUR THIRTY AM, LLC