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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
Redtail CRM
Hot
CRM Software
by
a4a-manage
May 28, 2009
March 15, 2010
marlenas212
View all my reviews (4)
Overall rating
3.4
Company
4.0
Software Support
4.0
Investment Tracking
4.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
4.0
Client Portal
3.0
Integration
3.0
Security
3.0
Pricing
3.0
Reasonably good CRM - better than Salesforce
Prefer it over Salesforce.
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.