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Use Cases
Meeting Preparation
Hand written notes
Automatic Task Creation
Automatic Workflow Triggers
Find all of your meeting notes
Annual Summary
Prospects
Planning Notes
FAQ
Pricing
Blog
Use Cases
Meeting Preparation
Hand written notes
Automatic Task Creation
Automatic Workflow Triggers
Find all of your meeting notes
Annual Summary
Prospects
Planning Notes
FAQ
Pricing
Blog
Login
Schedule a Demo
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Eliminate double work of manually creating a task in your Redtail or Wealthbox CRM.
And with Task Templates, you don't even have to remember to create the task - they will be created automatically!
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