Skip to content

How can we improve Redtail Technology's CRM?

← Redtail CRM

Egnyte Cloud Server

Make Egnyte Cloud Server an integration with your tool. Your competitor already does.Salesforce integrates with this tool.

31 votes
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
Preston Rosamond shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Brian Walker commented  ·   ·  Report

    Please add Egnyte as an integration partner.

  • Brian Walker commented  ·   ·  Report

    Please add Egnyte as an Integration partner.

  • Jeff Wilson commented  ·   ·  Report

    I have been a user of Egnyte for many years. Now that I am on the Redtail platform, I would enjoy a connection to Egnyte's document management services for RIA firms.

  • Jeff Wilson commented  ·   ·  Report

    I have been using Egnyte for my entire operation (Tax Practice and Financial Planning) for over 5 years and I would love to see this integration.

  • Christina commented  ·   ·  Report

    Integrate with Egnyte, it is simple to use and would make document storage easier to navigate.

Redtail CRM: Integrations

Categories

Feedback and Knowledge Base

(thinking…)