Workflows
Our comprehensive workflow system is included in some of our programs, or you may purchase the system separately.
Systematize Your Processes
We already built the workflow system you need and even installed it into Redtail so you can get started fast.
Control Your Operations
Prevent tasks from falling through the cracks. Your team will always know the right next step.
Document Your Processes
Having documented processes built into your CRM helps you meet your compliance requirements.
Enhance Your Efficiency
Implement automated systems and processes to transform your entire firm.