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Use Redtail CRM as a resource for your client outreach this holiday season!

Category: Resources
Redtail Blog Feature Graphic - Holiday Resources

Blog Feature Graphic_Holiday Resources-10

During the 2020 holiday season we put together a Redtail CRM Holiday Resources guide to provide you with an overview of the many ways you can use Redtail CRM to assist your office with your holiday season client outreach. That resource goes into some detail about Redtail CRM features as well as marketing integration partner tools that may prove valuable to you in these efforts. You’ll also find some sample templates and video/webinar recorded links on many of these same topics. We’ve updated the post for the 2021 holiday season.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.