Redtail CRM 2024.6.13

The Redtail CRM app provides you with essential tools to effectively manage your client relationships no matter where you are or what device you're using. Founded in 2003, Redtail CRM was the first cloud-based CRM designed specifically for advisors, offering anytime access to data and processes in our increasingly connected world.

With the Redtail CRM app, you can seamlessly stay connected to your clients, prospects, and team. The app allows you to access your Redtail calendar and view multiple users' calendars at once, providing flexibility and organization. You can also create, edit, and delete activities, easily add contacts and attendees, and access important information such as notes, accounts, and contact details.

One of the app's standout features is its ability to integrate with other applications such as Maps for driving directions and communication tools like phone, text, and email. This ensures that you can stay in touch with your contacts and be prepared for every meeting or interaction.

If you're not already a Redtail CRM subscriber, you can take advantage of their 30-day free trial. The Redtail CRM app is free to use for subscribers.

About Redtail Technology:

• Founded in 2003
• Leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions
• Dedicated to helping advisors efficiently grow their firms with core technologies
• Offers low cost and easy-to-implement applications that integrate with industry's most widely used applications
• Committed to exceptional customer service