Red Capture is the leading provider of online client capture forms designed to maximize your investment in Redtail CRM. Whether you are onboarding new clients or have your clients update their information, Red Capture seamlessly integrates with your Redtail CRM.
You and your clients will enjoy how simple it is to use the stylish online form; just email your personal web link to your customers and let Red Capture do the rest! If you want your clients to update their information periodically, Red Capture can automatically notify your clients by Status with your personal link so your Redtail CRM client records always stay up to date. Red Capture will even notify you and create a Note in your Redtail CRM to let you know when clients have created or updated their information.