Redtail Technology just released a major upgrade to its popular CRM application. Dubbed Project Tailwag, this version of Redtail — only the third upgrade in the company’s 12-year history — offers a host of new enhancements.

Redtail has grown from modest beginnings to become one of the leading providers of customer relationship management software in the independent advisory space, with more than 85,000 users. In fact, according to the most recent Financial Planning Technology Survey, Redtail CRM was the most widely used CRM tool.

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