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
