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...
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.
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.
You can now create/set privacy options for activities from the app. Also, style options for Note, Workflow, Opportunity, and Activity description text now available.