Redtail

Log calls, tasks, and notes directly into Redtail.

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Integrate Redtail to eliminate duplicate data entry. Quin updates client records, drafts follow-ups, and ensures nothing falls through the cracks.

What you can do:

  • Log meetings, emails, and notes to client profiles
  • Draft Redtail activities or tasks
  • Pull in client history before a meeting
  • Surface open items and next steps

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