Afraid you’re forgetting something? Hate audits? Alleviate that fear and learn how the Hubly and Redtail integration can help you automate your client service records to make it a breeze! In this video, we teach you how to use tag groups in Redtail to automate Hubly’s workflows and how to simplify the tracking process with notes.
How is Hubly Different from a CRM?
Unlocking Your Data to Unleash your Firm’s Potential
Prevent Internal Tasks From Falling Through The Cracks