Keeping your CRM on a leash with Redtail
13th September 2021
Written by
Leo Kabbara

As a financial professional, your clients are the most important part of your business. Managing professional client relationships is a must, and for businesses of all sizes, this can sometimes be challenging. With Redtail – the first cloud-based CRM platform – you see the full picture for your business with an easy-to-view layout, and a great interface for quick note-taking. Pairing this layout with CatchApp Bookings means your workflow can be even better than ever before.

Redtail is a modern solution to CRM for financial professionals. It allows you to manage your clients by yourself, or collaborate as a team. It offers a clean approach to client information that is normally cluttered and awash with information. Having integrated with other leading CRM platforms, and financial advice platforms, Redtail comes packed with all the tools you’ll need as a firm of any size.

CatchApp can save you oodles of time, but if you’re new to the genius scheduling and how it works; CatchApp lets you create a bookable calendar for your meetings and appointments, and lets you fill your schedule efficiently. If you’re having eight meetings a week for a whole year (except when you’re out of the offices, of course), CatchApp saves you up to one month of time that would usually be spent organising meetings, rearranging, and following up on RSVPs. Want to make scheduling hassle-free? Sign up and get an account here

Pairing the genius scheduling of CatchApp with Redtail couldn’t be easier. All you need is a CatchApp Bookings account, a Redtail account, and your Zapier account to get started. Creating your own custom CatchApp and Redtail connection through Zapier is super easy, and we’ve made a how-to for that.