Redtail is a CRM tool designed specifically for finance professionals.
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Not sure if Redtail CRM is the right fit for you?
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Users who gave Redtail CRM a negative review suggested the addition
of more third-party integrations.
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This video provides an overall background on what Redtail CRM can do to help finance
professionals easily manage their relationship with their customers.
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A user who left a negative review of Redtail CRM on Capterra recommended an integration with Microsoft
Office 365 for calendar and contact syncing.