A NEW YEAR. A NEW CRM.

Our newest Redtail CRM is cost-effective, easy and tailored to today’s financial pro. Packed with new features, office automation, and of course integrates with all the best technology.

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PROJECT TAILWAG IS READY TO PLAY!

ARE YOU? We invite you to put our cool new CRM through the paces and find out how to automate your office the Redtail way. We think you’ll like what you see.

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REDTAIL UNIVERSITY. THEY’RE BACK.

Bringing you all the insider information on how to use the new Project Tailwag CRM and bring your office into the modern world. Check our calendar for the cities and dates for 2015.

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Redtail CRM

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

Redtail Imaging

Redtail Imaging provides financial pros with a powerful option for managing and archiving documents from any computer, for a secure, on-demand, “anytime, anywhere” solution.

Redtail Email

Redtail Email Archive and Retention provides financial professionals with a convenient and compliant way to retain, retrieve and report on email correspondence.

Why Redtail?

That famous Redtail service.
You will never be charged to speak with one of our calm and collected knowledge ninjas, via telephone or email, plus we offer free webinars, extensive online help docs and the ever-popular traveling Redtail University. Not to mention our community forum and our informative blog.

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A must-have for today’s pro on the go!

Redtail is tablet-friendly. And we offer a FREE smartphone app for our CRM. You’ll wonder how you ever managed without it.
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