Redtail CEO Brian McLaughlin recently shared these 10 questions over at Advisor Perspectives, offering food for thought as you consider your options. These are geared toward putting you on a path where you can assess your CRM needs confidently so you can determine the right fit for you and your practice.
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
