RedTail CRM

RedTail CRM

Sold by : RedTail Technology

What is RedTail CRM?

RedTail CRM - the first-of-its-kind cloud-based CRM solution tailored for financial advisors. Streamline your workflow and boost productivity with automated processes and smooth integrations. Its intuitive design and excellent customer support make managing client relationships a breeze for firms of all sizes. Experience efficient growth and enhanced management with RedTail CRM.

RedTail CRM Resources

RedTail CRM Pricing

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Company Details

Company Name : RedTail Technology
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Key Features of RedTail CRM

  • Contact Management
  • Calendar & Task Management
  • Client Notes
  • Document Storage
  • Email Integration
  • Workflow Automation
  • Reporting & Analytics
  • Mobile Access
  • Client Portal
  • Customizable Dashboards
  • Lead Management
  • Opportunity Tracking
  • Marketing Automation
  • Appointment Scheduling
  • Data Import/export
  • Integration With Financial Planning Tools
  • Compliance Tracking
  • Role Based Permissions
  • Client Segmentation
  • Activity Tracking
  • Document Management
  • Email Marketing / Sms Marketing
  • Inventory Management
  • Performance Management
  • Employee Management
  • Dashboard
  • Appointment Reminders
  • Reporting/analytics

Specifications

Run On Mobile Browser : Yes
Available Support : Email,Phone,Live Support,Training
Languages Available : English
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RedTail CRM FAQ's

The top 5 features of RedTail CRM include:

  • Contact Management
  • Calendar & Task Management
  • Client Notes
  • Document Storage
  • Email Integration

RedTail CRM supports a variety of platforms including: Email, Phone, Live Support, Training.

RedTail CRM serves a wide range of businesses including Freelancers, StartUps.

The top three competitors of RedTail CRM are Zoho CRM, Interface Real Estate CRM and Ensemble. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

RedTail CRM is available exclusively in English, providing a streamlined experience for English-speaking users.

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