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- Migrating from Redtail CRM : r CFP - Reddit
Yes redtail works with Zapier, but our experience shows these don't always work and the last couple of times it's been redtail bugs causing the issues Lead Opportunity management is a joke compared to virtually every other crm on the market
- So you want to keep a RTC (Red Tailed Catfish)? - MonsterFishKeepers. com
I have decided to create this thread to inspire or deter people from buying a South American Redtail Catfish Name: Phractocephalus Hemioliopterus AKA South American Redtail Catfish Phractocephalus Hemioliopterus means flat head red fin Range: These guys are found in the Amazon
- red tail tiger shovel nose hybrid | MonsterFishKeepers. com
hi, i have just bought my self a hybrid catfish ( redtail tiger shovelnose) and was wondering if anybody has any additional information regarding this species, it is currently 3 5 inches long and is housed in a 5x2x2 tank along with 2 small oscars , 9 inch pangassis catfish, small perruno
- CRM Recommendation : r CFP - Reddit
We use Redtail and prior was also using ACT The port over to Redtail was tedious and was not perfect, so it was a huge project going through and making everything look better, this was 6-7 years ago and we have had no issues with Redtail and really like how easy it is to use Their app is dated and could use some help though
- Who were Sandstorms Parents??? : r WarriorCats - Reddit
Redtail and Brindleface also had their feelings of happiness; Redtail served as a skilled deputy and gave a life to Firestar and Brindleface finding a wonderful mate in Whitestorm, raising Cloudtail and having a beautiful daughter in the form of Ferncloud Still, let me know what you guys think? Did Sandstorm not having parents listed bother
- Thoughts on Redtail Subscription Changes? : r CFP - Reddit
Currently using Wealthbox Had considered Redtail but the pricing didn't make sense for me as a solo advisor I demo'd Redtail briefly and don't remember it being much worse or better than Wealthbox Wealthbox works, but I'm not a huge fan of their design and flow They focus a lot on new integrations without improving their basic CRM very much
- RIAs of Reddit: who is your preferred CRM : r CFP
I've used redtail and wealthbox extensively They look very similar and they're trying to do the same thing, but Wealthbox is better, hands down Redtail is cheaper, but I was very happy to pay twice as much for wealthbox I recently went back to redtail (had to, long story) and it's still bad Features break and they don't care
- Redtail - New Implementation Questions : r CFP - Reddit
This question centers around the OSJ who has been an advisor for 30 years His typical method of working with a client was to create a Word File and add a notation for every client interaction He wants that to work the same way in Redtail -- meaning he wants the client interactions to play out like a story
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