Redtail CRM

by Redtail Technology · CRM and customer experience · Omaha, United States

Relationship management platform that centralizes client data, communication, and workflows in one place.

What Redtail CRM does

• Keep client data, communication, and workflows in one place
• Update records and track tasks
• Find client info fast
• Support high-volume service workflows
• Automate tasks and reminders
• Supervise communication
• Automate review processes
• Centralize CRM across teams

What Redtail CRM is used for

• Manage relationships
• Stay organized
• Streamline workflows
• Keep whole office aligned
• Deliver high-touch experience

Who Redtail CRM is for

• Wealth and investment managers
• Financial advisors
• Broker-dealers
• RIAs

About Redtail Technology

CRM, compliant messaging, document management and email archiving for financial advisors.

Redtail Technology in the vendor registry: its products, features and similar vendors.

Also by Redtail Technology

• Redtail Email: Email with automatic archiving of every message
• Redtail Speak: Secure, compliant text messaging for advisors that is fully archived and CRM-integrated.
• Redtail Imaging: CRM-integrated document management that is searchable, shareable, secure, and easy to use.

More in this category: CRM and customer experience software for financial services.

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