Wealthbox CRM Raises $31 Million | Wealth Management
The software developer plans to add to its headcount, expanding its engineering, sales, marketing, and biz dev teams.
Source: wealthmanagement.com
Page 6 - Redtail Technology News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Redtail Technology Today - Breaking & Trending Today
Wealthbox CRM Raises $31 Million
The software developer plans to add to its headcount, expanding its engineering, sales, marketing, and biz dev teams.
Source: wealthmanagement.com
AdvisorEngine Retires Junxure Brand
AdvisorEngine is retiring the Junxure brand as it renames its overhauled CRM.
Source: wealthmanagement.com
Redtail Makes Text Messaging Available for Non-CRM Users
CRM developer Redtail Technology is expanding the availability of its text messaging service, called Speak, making it available for all financial advisors.
Source: wealthmanagement.com
1Wire Delivers VoIP Phone Integration for Redtail CRM
1Wire Delivers VoIP Phone Integration for Redtail CRM Share Article The integration allows Redtail CRM users to enable click to call, screen pop and call logging capabilities from the 1Wire business Voip system. SALT LAKE CITY (PRWEB) June 09, 2021 1Wire, a provider of Hosted VoIP services, has completed their integration with Redtail Technology’s CRM platform. This new integration supports a number of key functions for connecting the 1Wire Business VoIP service to the Redtail CRM. The integration was designed and built to run ...
Source: prweb.com