Redtail CRM (Tailwag Version) APK

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 your calendar
- 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