By Redtail Technology, Inc.
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Redtail CRM for the iPhone and iPad is an application for the users of Redtail Technology's CRM. It provides convenient mobile access from your iPhone or iPad, helping you maximize your productivity.
- Recent Contact lists
- Calendar and Task Management
- Database Contact Search
- Contact Overview with full Contact Card, Details and Important Information
- Contact Accounts
- Contact Activities
- Contact Notes
- Add Activities and Notes
With Redtail CRM for your iPhone and iPad your database can now be accessed in the palm of your hand - anyplace, anytime.
What's New in Version 1.0.11
Calendar bug fixes
Not compatible with Project Tailwag
This mobile app would be great if it worked with the latest version of the CRM known as project 'Tailwag'. When we had calendar issues with it today and I called mobile support I was told that the mobile app is incompatible with the new CRM and that these errors should be expected. We were not told of these incompatibilities before we switched to project Tailwag. Had we been told we would have chosen a different course of action since most of our advisers are using and dependent on a mobile version of the application.
First I wish they had fingerprint login. More importantly, I just added activities which aren't showing up on the desktop application. I wish Redtail invested more on their online app like some of the competition to make this more robust and useful as a productivity tool - especially for those traveling and on the road and rely on apps on their mobile devices.
So bad, we may be switching CRM
Not much to say. I was moderately happy with project tailwag improvements but this app simply doesn't work like it's supposed to. These CRMs need to step up their game for mobile apps especially. WealthBox is a cool alternative but their app is just as bad. I never write reviews unless they are awesome or terrible, this app is terrible.
- Category: Business
- Updated: Dec 02, 2014
- Version: 1.0.11
- Size: 3.8 MB
- Languages: English, German, Northern Sami, Spanish
- Seller: Redtail Technology, Inc.
- © 2014 Redtail Technology, Inc.
Compatibility: Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch.