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16 Feb 2023
Redtail Blog Feature Graphic - Integration News
Updated integration with Orion Portfolio Solutions!
Category: Integrations
Mutual subscribers can now run a proposal from any current contact or continue where they left off in Redtail CRM instead of having to go back to the Orion portal
16 Dec 2022
Redtail Blog Feature Graphic - Integration News
New integration with Orion Portfolio Solutions!
Category: Integrations
Users of both solutions can now create a new proposal or open a new account in Orion Portfolio Solutions from within Redtail CRM.