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RedTail CRM

RedTail CRM

Sold by : RedTail Technology

What is RedTail CRM?

RedTail CRM - a game-changing CRM software specifically designed for financial advisors. Operate seamlessly and efficiently with automated tasks and easy integration. With its user-friendly interface and top-notch customer service, managing client connections has never been easier for firms of any scale. Grow your business and enhance organization with the power of RedTail CRM.

RedTail CRM Resources

RedTail CRM Pricing

To receive a personalized quote

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

Company Name icon
Company Name
RedTail Technology
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email,Phone,Live Support,Training
Languages Available icon
Languages Available
English

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.

Alternatives of RedTail CRM

Zoho CRM
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Interface Real Estate CRM
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Ensemble
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CoreSoft Core Processing
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ConnectCore - Direct bank
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On-demand ERP
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SalesMantra CRM
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Freshdesk
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