RedtailMobile 1.0 (iOS)
Source: Redtail Technology
RedtailMobile is an iPhone specific application for users of Redtail Technologys CRM. It provides you with the mobile access to your Redtail database youve been looking for. RedtailMobile will allow you to access around 90% of your databases functionality from your iPhone, helping you to maximize your productivity, no matter where you may be. Need to add a client to your database? You can now do that with RedtailMobile. Need to see a clients Last Activity or to add a new Activity for them while youre on the road? With RedtailMobile, youre covered.Features include:Calendar Management Create, View, and Edit Activities or Assign Activities to other database users.QuickList Access Retrieve results for defined searches youve established within your database. Access and/or add pertinent information about your clients and prospects, including but not limited to:- Overview Information- Contact Information- Know Your Client Information- Account Information- Notes History-Family InformationOpportunity Tracker Create, View, and Edit OpportunitiesIntellisearchAccess to Recently Viewed ClientsRedtailMobile puts your Redtail CRM literally in the palm of your hand - anyplace, anytime.Powered by Pyxis Mobile.