Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail
Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail upon the prospects completion, thus saving advisors and teams a lot of time. I realize there is an seperate service for this, but we all do not need another piece to add to our tech stack. First CRM to offer this and email hosting allow for over 20mb will get my business as soon as i learn of it.
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Matthew Newman
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