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Redtail CRM (Tailwag Version)

Redtail CRM (Tailwag Version) is the companion app to the cloud based Redtail CRM for financial advisors.
Category Price Seller Device
Business Free Redtail Technology, Inc. iPhone, iPad, iPod

** This version is intended only for users of Redtail's newest CRM, Project Tailwag **

Features

- Access your calendar and other users' calendars
- Access recently viewed contacts
- Search your database of contacts
- Access contact activities, notes, and accounts
- Initiate calls, text messages, and emails straight from the app
- Edit contact phone numbers, emails, and addresses
- Add contact notes
- View open opportunities

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Tags

Business

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