Friday, April 17, 2020

Riskalyze Fintech Report Card: March 2020

What Happened: Advisors using Redtail CRM to manage their client relationships can now sync their contact information into Lead Pilot, the new marketing automation platform from Twenty Over Ten. Why ...

from crm - BingNews https://ift.tt/3cvCBjN
April 17, 2020 at 12:05PM

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