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Redtail Technology > News > Resources
25 Feb 2021
Reason 6 - Knowledge gaps
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
Reason 5 - Expanded Client Base
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 challenges...
11 Feb 2021
Reason 4 - Blog Feature
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
Reason 3 - support from live human
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
Reason 2 - Flexible Solution
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
Reason 1 - Proven Track Record
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.
14 Jan 2021
10 reasons to choose Redtail
10 reasons why Redtail CRM may be just the solution you’ve been looking for: an introduction
Category: Resources
If you are considering Redtail CRM as a solution for managing your client relationships and processes, this series is geared toward helping you make an informed decision.
17 Nov 2020
Feature Image - Christmas Theme
Redtail CRM Holiday Resources
Category: Resources
If you have any questions about Redtail tools you can use to assist with holiday outreach, check out this resource designed to assist you.
20 Oct 2020
Redtail Resources graphic
Redtail CRM Calendar and Activity Management Resources
Category: Resources
If you have any questions about Redtail activity management or your calendar, check out this resource designed to assist you.
29 Sep 2020
Redtail Resources graphic
Redtail CRM Workflow Resources
Category: Resources
If you have any questions about Redtail workflows, check out this workflows resource with links to documentation and recorded webinars, as well as an FAQ.