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Work smarter

Cost-effective, feature-rich, customizable, and highly automated, Redtail CRM assists you in every aspect of your client relationships.

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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Workflow

Integrations

Reporting

Calendar

Notes

Seminars

Opportunities

Mobile App

Why Redtail CRM?

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.

More Partners

Practice management take over Peter Montoya

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!

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?

I LOVE REDTAIL! You seriously have the best service team. I get prompt answers and exceptional response times.

Diane

Really appreciate the assistance and patience. I am newer to Redtail and it helps to be able to put the bigger picture together. Thanks again for the help!

Tami

Amanda was fantastic to work with and showed her knowledge of RT CRM. She was very thorough in providing details and figuring out report solutions with me. She was also very patient. A delight to work with!

Therese

Michael was super helpful! I get fantastic service from RedTail and love the customer service! Would happily recommend this CRM software to anyone! Very user friendly and when it’s not intuitive you have a team that is very responsive you can reach.

Melanie

Redtail Blog

Resources

Manage your CRM: How to customize your General Options preferences

Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “General Options” preferences.

May 10, 2021

Best Practices

Practice Management Takeover with Peter Montoya – Marketing That Matters, on May 11

“Discover proven techniques to attract ideal clients”. Register now for this May 11 webinar with Peter Montoya.

May 7, 2021

Integrations

New integration with StratiFi!

This new integration provides StratiFi users the ability to import desired contacts over from Redtail CRM into their StratiFi account.

May 5, 2021