TJ is awesome! I have no experience or knowledge when it comes to technology. He was exceptionally patient, yet knowledgeable, patient and he listened to what I said. He then explained the answer and answered my questions. Great job! I am happy I signed up for your CRM services.
Heidi was super friendly and helpful and identified the next step toward resolving my issue. I've since contacted NFS in order to begin the process of connecting their Wealthscape platform with our Redtail CRM and Heidi helped me figure out what I needed to do to get that done!
Julius went the extra mile for me in requesting 2 years' worth of compliance data. In addition to creating a ticket to go to the compliance team, he reached out with a phone call so the next team would know it was a time sensitive request. I appreciated his efficiency and excellent service in my call with him today.
Lacee was incredibly helpful and kind. I had questions about calendar syncing and the Redtail CRM. She made the most of our call and followed up afterward with the requested information and support articles/videos. I work with reps, internals, wholesalers, support people on a daily basis and she clearly stands out as exceptional. Thank You Lacee!