Mobile Assistant and Redtail: Improve Your Note Taking Efficiency [26:08]


Have you ever left a client meeting and struggled to keep the notes fresh in your mind until you could enter them in your CRM? Looking for a secure, compliant solution for dictation?

Watch this spotlight on one of Redtail's more popular integration partners: Mobile Assistant. This integration gives you the power to Talk, Don’t Type your meeting notes with accuracy only human, professionals can deliver.

Mobile Assistant features:

- Professional, US based, human transcriptionists
- Search & view your notes using the Mobile Assistant iPhone or Android App
- HIPAA compliant security
- No Time Limit Per Call
- 8 business hour turnaround
- Efficient Redtail CRM integration posts your notes right to the Redtail Dashboard for easy assignment to contacts

This recorded session with Redtail and Mobile Assistant President Corey Westphal will teach you all about how this dictation and transcription service can help you increase your efficiency in your office.


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


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