Redtail CRM (Tailwag Version) Software
Firmenname: Redtail Technology, Inc.
Über: Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the
Financial Advisor.
Hauptsitz: Gold River, California, United States.
Redtail CRM Tailwag Version Übersicht
Redtail CRM (Tailwag Version) is the companion app to the cloud based Redtail CRM for financial advisors.
Offizielle Bildschirmfotos
Produkt einzelheiten und Beschreibung von
Redtail CRM (Tailwag Version) is the companion app to the cloud based Redtail CRM for financial advisors. ** This version is intended only for users of Redtail's newest CRM, Project Tailwag ** Features - Access your calendar and other users' calendars - Access recently viewed contacts - Search your database of contacts - Access contact activities, notes, and accounts - Initiate calls, text messages, and emails straight from the app - Edit contact phone numbers, emails, and addresses - Add contact notes - View open opportunities
