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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
25
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #10
Category: Resources
If you are considering Redtail CRM, here's Reason #10: You don’t want to break the bank on your technology (or on support for your technology).
18
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #9
Category: Resources
You believe it’s important to use tech vendors who understand your challenges and opportunities and are staffed with employees equipped to help you meet those challenges and...
11
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #8
Category: Resources
Many of your essential technologies feel disconnected from one another and require time-consuming interactions with support from many different vendors.
04
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #7
Category: Resources
You need the technologies you use to integrate in meaningful ways so that you can eliminate redundant data entry and errors, streamline your processes, and improve client ex...
25
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #6
Category: Resources
Your office hasn't documented client data/interactions consistently or sufficiently, leading to difficult information retrieval and knowledge gaps.
18
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #5
Category: Resources
Your client base has grown to the point where it’s impossible to maintain a cohesive and holistic view of each client using your current methods. In turn, this poses challen...
11
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #4
Category: Resources
Your current tools aren’t cutting it. Tasks, processes, or appointments are falling through the cracks, and potentially damaging client relationships.
04
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #3
Category: Resources
You want ongoing, easy-to-access software support from live human beings who understand your challenges. You don’t want to pay extra for that.
28
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #2
Category: Resources
You want a flexible solution that both grows with you and that you can grow into.
21
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #1
Category: Resources
CRM implementation can be time-consuming – you only want to spend the time and effort required to implement a CRM system on one with a proven track record of advisor success.