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← Customer Feedback for Redtail Technology

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3 results found

  1. MS Teams Intergration - Contact Information (Teams Voice)

    18 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous commented  · 

    Agree- Full integration of RedTail CRM into Teams & Teams voice would be ideal. Our firm is moving to MS Teams/Voice. Integration similar to hwo REdtail works with Viirtue.

    Anonymous supported this idea  · 

  2. App/Connector for Microsoft Teams

    34 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    I completely agree. I am in favor of having as much as RedTail CRM integrate with Microsoft Teams & their phone system. Similar to your current integration with Viirtue. Please make this a priority as Microsoft is one of the major players in cloud,UCaaS, and many advisors will be using them if not already.

    Anonymous supported this idea  · 

  3. teams

    29 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

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