We're excited to announce that Seminars are now accessible in the Redtail CRM Mobile app, streamlining on-the-go event management more than ever before!
Last night we released some updates to Retriever Cloud for Google and Office 365 that provide you with greater flexibility in regard to the data you sync between these platform...
We've always encouraged advisors to take detailed notes and to track their activities in Redtail CRM. We are glad we can now offer Note and Activity Templates.