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.

@Ceri Cundiff @Andrew Burgess @Jason Hurwitz @Marcella Toronto @Lauren Linn @Kelly Allan @Ryan Goosen @Kam Bonn @Terry Herr @Bill Harwood Thanks for your participation and being active members in this community! Books to choose from: - The Go-Giver by Bob Burg and John David Mann (book or audiobook) - Reach by Becky Robinson (book or audiobook) - The Audience Revolution by Danny Iny (book) Please direct message @Courtney Riggin on our team and let her know what book, what format (book or audiobook), and your address to send it to! Winners, check out the Monthly Book Giveaway Winners course in the Classroom for your RIA OS™ sneak peak!

What is everyone using for there "on the business" tracking? We have a running list of long-term projects that need to be logged, tracked, and followed up on but have not settled on a system to do so. I've tried ClickUp (steep learning curve & had trouble onboarding the team) & use Notion for my personal organization. Also, how are you storing & organizing your SOPs that don't require workflows? I'd love to move to something more efficient than many Word documents. Thank you!

@Jason Hurwitz , @Kam Bonn , @Kelly Allan , @Traci Diedrich , @Dave Nelson , @Tiffany Valentine , @Susan Conley , @Brittany McGehee , @Tony Krvaric , @Andrew Burgess Thanks for your participation and being active members in this community! Books to choose from: - Niche Down (book) - The Truth about Digital Marketing for Financial Advisors (book) - Delivering Massive Value (book or audiobook) Please direct message @Courtney Riggin on our team and let her know what book, what format (book or audiobook), and your address to send it to! Winners, check out the Monthly Book Giveaway Winners course in the Classroom for your RIA OS™ sneak peak!

If you could wave a magic wand and add one feature to Redtail, what would it be?