Redtail CRM

Redtail CRM is a web-based customer relationship management application designed exclusively for financial professionals.

The intuitive and user-friendly software is used by financial advisors and money management firms to keep track of their clients' data and the activities they perform for their clients. Redtail is committed to streamlining workflows and automating customer management.

Redtail CRM helps users quickly access any information they need. It has the ability to generate customer and invoice reports. You will also be able to send bulk messages and attachments to customers or groups of potential customers.

The software provides information, such as the marketing campaign that led to the lead or lead. In addition, Redtail offers a seminar management feature that allows users to manage and track their seminars and events in one place.

Redtail CRM also offers a tagging feature. This allows users to tag and categorize any records they have in the CRM database. With this feature, they can easily edit entries in bulk. This is very useful when managing marketing campaigns. Since the entries are associated with specific campaigns, users will be able to get the information they need.