Been searching for a way to make your CRM more "automatic"? Wanting to have a Workflow attach itself automatically when you schedule a meeting? Using Automations, you can do all these things and more!
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.