Redtail Imaging
by Redtail Technology · CRM and customer experience · Omaha, United States
CRM-integrated document management that is searchable, shareable, secure, and easy to use.
What Redtail Imaging does
- Secure document organization
- Searchable document storage
- Shareable documents
- CRM-connected storage
- Paperless capability
What Redtail Imaging is used for
- Reduce clutter by going paperless
- Organize client documents securely
Who Redtail Imaging is for
- 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 Email: Email with automatic archiving of every message
- 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.
More in this category: CRM and customer experience software for financial services.
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