Redtail Email
by Redtail Technology · CRM and customer experience · Omaha, United States
Email with automatic archiving of every message
What Redtail Email does
- Integrated with your CRM.
- Redtail CRM integration
- Anti-virus and spam protection
- Fully integrated archiving
- Lightning-fast search and filtering
- No storage limits
- Compliant email hosting/archiving
What Redtail Email is used for
- Archive all inbound and outbound messages
- Link messages to CRM contact records
- Search messages for audits and reviews
- Review messages flagged by keywords or users
Who Redtail Email is for
- Wealth and investment managers
- Financial advisors
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 CRM: Relationship management platform that centralizes client data, communication, and workflows in one place.
- 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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