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Redtail CRM

An advisor’s best friend!

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

Sign up for a FREE 30 day trial of Redtail CRM. No credit card required. It’s the full system, nothing held back. Give it a spin today!

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Powerful tools, seamlessly integrated.
Redtail is an integrated technology company, the answer to making a financial professional’s office become more efficient and streamlined. There is no longer the need to worry about not seeing notes for clients, seeing when the last interaction with the client was or knowing when the staff has time free for a meeting. With Redtail, everything is in one spot to keep your business running like a well-oiled machine.

Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional. This is not your typical off-the-shelf CRM solution, rather one designed from the ground up to meet the challenging needs of financial advisors. Unlike traditional CRM solutions, Redtail CRM is easy to use, quick to deploy and delivers a rapid return on investment.

Successful financial professionals depend on creating and maintaining long-lasting relationships with clients. And that is what Redtail CRM helps financial professionals do. We do it with online CRM tools for client management, sales automation, client support and marketing automation.

Because Redtail CRM is delivered as a subscription service, financial professionals are able to focus on growing their business instead of managing software technology.

Adored by users
From our low cost, to free technical support and free database conversions, it’s hard not to love us. We stand behind our customers and strive to help their businesses thrive!
Your data is secure
All data is written to multiple disks instantly, backed up daily, and stored in multiple locations. Files that our customers upload are stored on servers that use modern techniques to remove bottlenecks and points of failure.
Also, with 256-bit encryption, accessing your data online is always secure (the https in our URL denotes a secure data transfer connection).
Access anywhere, anytime.
Redtail CRM is web-based and can be used on any computer from any location that has an internet connection.
Your Silver Bullet
Your Silver Bullet is a community of committed software providers joining together to bring you real solutions to meet your business needs today and in the future.

Backup and disaster recovery.
Your data is backed up to a secure, off-site location every night, available at any time.
Document management.
Upload, store, categorize and link electronic versions of documents to client accounts.
Complimentary database conversions.
database imports from nearly every major solution provider. Just activate your first month’s subscription and we will work with you to get your data converted and ready to go!
“Know your client.”
Track everything from allocation model preferences to bank information to health information in one place. Detailed tracking of your clients’ data provides you with more inroads for relevant client “touches.”
Categorize and tag client records…
for easy retrieval, bulk edits and/or niche-based marketing campaigns.
Reports.
You will have a wide array of client and account reports at your fingertips, allowing you to quickly get at the information you need.
Custom exporting.
In addition to the standard reports available within Redtail, you can also create exports based upon the data you might need at any given time.
Multi-user calendaring.
Web-based calendaring allows you to have your personal calendar with you wherever you go.
Automated reminders…
alert you to important events like client birthdays, anniversaries and reviews.
Seminar management.
Plan and manage your seminars and events from within Redtail CRM.
Workflow processes.
Streamline your repetitive processes by creating workflows to automatically generate and track activities based upon your predetermined criteria.
Broadcast emails.
Send bulk messages and attachments to specific groups of clients or prospects.
Free mobile app!
Access your data on the go, wherever you may be.