Bill Harwood

I had invested in Redtail with the plan to make our operations more efficient. Again we were only using the basics; I wanted to maximize the power of this software. First step was to clean up our database from over 8,000 contacts down to less than 4,000; this was much easier using their process.
Their training helped to streamline our processes and made us more proficient.
The greatest benefit was to create and implement workflows that we follow every day. We were very pleased with the professionalism of the Simplicity Operations teams and the tangible results they delivered.

Bill Harwood
Wealth Advisor, Harwood Wealth Management