Hello,
I use Redtail as a CRM for my fee-only advisory business. It works fine with the limited number of wealth clients I have.
I am opening an independent insurance agency separate from my advisory business. Initially, I am looking for an inexpensive web based CRM just to track clients and leads. I would like to keep the CRM separate for both businesses. I am considering Redtail, but wanted to get everybody's opinion. Again, I just need something simple and value your opinions.
Please disregard - I found plenty of posts and can't figure out how to delete my post - sorry.
Thanks,
Kevin
I use Redtail as a CRM for my fee-only advisory business. It works fine with the limited number of wealth clients I have.
I am opening an independent insurance agency separate from my advisory business. Initially, I am looking for an inexpensive web based CRM just to track clients and leads. I would like to keep the CRM separate for both businesses. I am considering Redtail, but wanted to get everybody's opinion. Again, I just need something simple and value your opinions.
Please disregard - I found plenty of posts and can't figure out how to delete my post - sorry.
Thanks,
Kevin
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