Redtail Partner Spotlight — Stop Letting your Client Service Fall Through the Cracks

December 29, 2021

Talk to a Workflow Expert

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.

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"I can confidently say that things are not slipping through the cracks anymore
-Vincent Renaut, Cambridge Cape Cod AdvisorsNewbridge Wealth Management