Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.
***Through the end of 2020, Red Capture is offering complimentary access to their service for all new subscribers.
Red Capture is a client capture form built specifically for Redtail CRM that allows you to send your clients a comprehensive online form to instantly add or update their record in Redtail CRM for as low as $6/Advisor. Join us as we take a deep dive into how Red Capture can transform your onboarding process as well as offer some pro-tips for existing users of Red Capture
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