Redtail CRM - Know Your Client
February 13, 2018
Redtail CRM - Know Your Client
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Redtail CRM
Redtail CRM is used to track our clients' data and stay on top of important tasks. Our entire team stays connected by using Redtail! Never forget important deadlines or steps!
- Redtail organizes all our client data so we can find it without missing a beat.
- Redtail CRM allows us to find important client information for any location.
- Redtail CRM needs to improve by enhancing their custom reports.
- Redtail CRM needs to change how teams can edit their workflows.
- Redtail CRM improves our overall client services!