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.
Quik! just completed an improved integration with your Redtail CRM using their recently released Quik! app for financial professionals. Quik! now prefills more of your Redtail CRM data onto thousands of forms with just a few clicks of a button. Join us to see how the new Quik! and Redtail integration can save you time, money, and eliminate errors.