PreciseFP + Redtail CRM
Update contacts in Redtail CRM for new clients/prospects in PreciseFP
Keep your client information up-to-date effortlessly. When you add a new client or prospect in PreciseFP, this workflow immediately updates the contact details in your Redtail CRM. This streamlined process saves time on data entry and ensures that your client records remain consistent across all platforms.
Keep your client information up-to-date effortlessly. When you add a new client or prospect in PreciseFP, this workflow immediately updates the contact details in your Redtail CRM. This streamlined process saves time on data entry and ensures that your client records remain consistent across all platforms.
- When this happens...New Client/Prospect
Triggers when a Client or Prospect is created.
- automatically do this!Update Contact
Updates an existing contact in your database.
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About PreciseFP
PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
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About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.