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Redtail CRM screenshot on the laptop

Why Redtail CRM?

We were the FIRST cloud-based CRM for financial advisors and our forward-thinking origins continue to fuel the evolution of Redtail solutions for today’s advisory practice. Automated workflows, an intuitive user interface and integrations galore. That’s working smarter.

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Why Redtail CRM?

Redtail CRM screenshot on the laptop

We were the FIRST cloud-based CRM for financial advisors and our forward-thinking origins continue to fuel the evolution of Redtail solutions for today’s advisory practice. Automated workflows, an intuitive user interface and integrations galore. That’s working smarter.

Learn More
Workflow
Integrations
Reporting
Calendar
Notes
Seminars
Opportunities
Mobile App

What’s Next?

1.

Free Trial

We invite you to take 30 days to get a feel for how Redtail can help streamline your processes and make your work days more productive and enjoyable.

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2.

Welcome Team

When you’re ready to sign-up, you’ll find our Welcome Team is the best in the business. We’ll help you make your transition to Redtail a smooth one.

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3.

Great Support

Extreme customer service is a living, breathing component of our company culture. We thrive on delivering an amazing experience and creating raving fans.

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What else does Redtail offer?

Imaging

Electronic document storage, linked to contact records in Redtail CRM. Let us help you take control of your documents.

Is it for you?

If you’re ready to reduce clutter by going paperless, Redtail Imaging has you covered.

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Email

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

Is it for you?

If you’d like client emails accessible in the same place where you track the rest of your client interactions, Redtail Email is the way to go.

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Speak

A compliant way for you to communicate with your clients via text (and your staff via chat). Archived and searchable and tied to contact records (where applicable).

Is it for you?

If your clients want to communicate with you via texting, Redtail Speak makes it easy to do so in a compliant fashion.

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Ready to optimize your business?

Try out our 30-day, risk-free trial. It’s full-featured and easy to get started.

Free Trial

Who does Redtail integrate with?

Redtail integrates with hundreds of industry partners.
Mobile Assistant logo
Morningstar logo
Laser App logo
eMoney logo
Riskalyze logo
Orion logo
TD Ameritrade logo
More Partners
Best Practice Webinar - Orion

Redtail Partner Spotlight

Our Partner webinars provide you with the details you need to 1) determine whether or not an integration partner might be beneficial to your office 2) learn how to get signed up, set up and use the integration between Redtail and that partner and 3) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.

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More about Redtail

Technology Company

Redtail develops technologies that allow you to focus more on the human interactions that strengthen your client relationships.

We Care

We strive to be a positive force both for our customers and for the communities in which we operate.

Amazing Experience

At Redtail, we want your interactions with us to be extraordinary. Our aim is to create raving fans.

Best Support

Free and knowledgable phone and email support, frequent webinars, extensive training docs and vids, and our traveling RTU events. We’re here for YOU!

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  • Redtail office
  • Redtail Sacramento Office
  • Redtail office

Be a part of Redtail Family

We provide a fun, dog-friendly working environment with great benefits and perks. Equal opportunity employer.

Work with Us

What do raving fans say?

Very patient, offered to create custom template for my report needs, walked me through the entire process, and stayed after closing time. So pleasant to work with!
Longtime Redtail User
Exceptional job - Thank you for figuring out why my Redtail kept logging me out and then locked my account since the TD VEO One integration.
Redtail User
Again, thank you for your time and efforts toward trying to help find the solution to my problem on our call. Not to mention, your patience... You were a big help.
Longtime Redtail User
Thank you so much for your help and wealth of information! I very much appreciate the way you went above and beyond to answer my questions and get me set up for the day.
Redtail User

Where is the next RTU?

More about RTU

Redtail Blog

Recognition Survey
T3 results
The 2020 T3/Inside Information Advisor Software Survey Results are in!

The results are in for the #T32020 Advisor Software Survey. So honored by the results: 62% of the market chooses Redtail and gives us an 8.10 average satisfaction rating (one of the highest ratings on the board).

February 24, 2020
Redtail University
Orange County RTU 2020
Registration for RTU Orange County, CA is now open!

Redtail University has returned and in 2020 we will be working with power tools, blueprints, and best practices to help you build relationships with your clients.

February 20, 2020
New Features Release Notes
Redtail CRM Mobile App
Release Note Focus: Redtail CRM has a new version of its mobile app!

Our team has aimed for feature-for-feature parity with prior versions of the app but has added highly requested new features, based on user feedback.

February 18, 2020
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