Tools that Talk! [12:47]


The breadth and depth of partner integrations are key factors that set Redtail apart from its CRM competition! One of our goals is to make Redtail a solution that serves well as the central hub of your business, working well with your other tools to move information back and forth, eliminating data entry and forms not in good order!

This session will cover where to learn about integrations and their capabilities as well as how to access them in your system!

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Click the link below for more information on each of the features covered in the video:

03:10 - Current Account Aggregators and Custodians

03:34 - Integrations

04:30 - Manage your Integrations

10:02 - Accounts and Integration

10:56 - Integration Partner Webinars/ New Partner Spotlight


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