Redtail is one of

"5 Companies with Amazing Offices"

  

featured in this Unleash piece that discusses the importance of workplace environments and how they can impact employee productivity and engagement levels.

Redtail's Director of Sales, David Mehlhorn, provides some great insight on how using your CRM for process management and to preserve institutional memory can make keeping your firm running smoothly during employee vacations much easier.
You can view that over at ThinkAdvisor's TechCenter.

You can check out some of our latest work and updates to the CRM via the Release Note Bulletin link below, or see all of our Release Notes here:

Release Note Bulletin 8.30.18 

In our August newsletter, we announced Call Logic's new Logicdialer integration with Redtail, but neglected to include a link to the page they'd specifically set up for Redtail users. You can access that page  here .

CardTapp builds personalized mobile business
apps to help business people capture leads. Their integration with Redtail will put generated leads into the CRM automatically. Details about the setup and functionality of their integration with Redtail are  here .

Oranj's wealth management software gives financial professionals everything they need to run an efficient practice and provide investors with an interactive and engaging experience. Their new integration with Redtail allows you to quickly and easily import your Redtail contacts into your Oranj account. More information on the integration is  here .

The integration between SEI and Redtail CRM
has been significantly enhanced to include address matching and updating, address reporting and phone number updates between the two platforms. Details about the setup and functionality of their integration with Redtail are  here .