Redtail CRM (Tailwag Version) for iOS

By Redtail Technology
Free
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Developer’s Description

Redtail CRM (Tailwag Version) is the companion app to the cloud based Redtail CRM for financial advisors. ** This version is intended only for...

Redtail CRM (Tailwag Version) is the companion app to the cloud based Redtail CRM for financial advisors. ** This version is intended only for users of Redtail's newest CRM, Project Tailwag **Features- Access multiple user calendars- Access recently viewed contacts- Search your database of contacts- Access contact notes and accounts