Digital Guest Logbook Linked to Redtail CRM
Security best practices today recommends having a logbook to record every person coming in/out of our office on a daily basis. There are companies providing digital solutions for this, but most of them aren't worth the price for a small firm like ours, however, the idea of a handwritten logbook... I am a millennial... annoys me! It would be awesome if Redtail had an integration with some company that would allow us to record guests digitally and add these records to our CRM for data tracking purposes, or if Redtail could come up with its own solution that ties directly into our Redtail CRM. I envision that we would need to buy an iPad or tablet to keep at reception for guests/clients to sign in on, but just an idea to consider.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!