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PFS Wealth Management

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  1. Keep enhancing the Zapier integration

    74 votes
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    6 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    PFS Wealth Management supported this idea  · 

  2. Vestorly

    4 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    PFS Wealth Management commented  · 

    Our firm has been patiently waiting for two years for this much-needed integration and so far... nothing. Vestorly has been an incredibly valuable marketing tool for us after running the full gamut of newsletter-marketing content and the single drawback is the lack of connection between our Tailwag database and our email campaigns. Given what Vestorly has done for our marketing so far, I'm shocked that this hasn't received more attention on the forums.

    PFS Wealth Management supported this idea  · 

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