Looking for the best way to track how many new Prospects we get each month/quarter/year and if they become clients. Is anyone currently using Redtail for this type of reporting? If so, what is your process and best practices?

I'm interested in anyone's experience with each of these. What have you used, or if you've used more than one, which do you prefer? https://precisefp.com/forms-tool-comparison-chart/

How do you use the RT system for client reviews/check-ins? We currently use Keywords and pull by the month. What works for you?

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We use Redtail for our CRM but haven't had a great experience with Redtail's calendar. It's onerous to update, slow to load, and doesn't integrate well with Google calendar or Calendly. When we receive invites (outside of the meetings scheduled using our Calendly account) we have to manually add them to Redtail. I'm curious if other Redtail users are experiencing the same issues. If your firm uses an alternative calendar, please share.