In this recorded webinar from March of 2015, both Redtail and eMoney show off the newest tools of emX and how they tie in to your CRM. You can also read details of the integration from setup to use in the PDF below.
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.