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

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work smarter.

Relationship management is key to your success as an advisor. Redtail CRM has been helping advisors build their success stories since 2003!

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work smarter.

In this brand-new version of the Redtail CRM mobile app, you’ll find a more user-friendly interface and the addition of some highly-requested new features!

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mobile app

The impacts of COVID-19 are being felt everywhere. In consideration of our staff’s safety and health, our teams will be working from home until further notice. We remain committed to providing excellent service and support through these uncertain times.
Our support hours will be unchanged: Monday through Friday, 5am – 5pm Pacific. Thank you and please be healthy and safe.

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?

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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.

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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?

What a helpful guy Paul was...end of a long week and still so cheerful in providing information and assisting me in running reports and showing me how to schedule a one on one with a trainer plus answer questions on Notes & Activities.

Terry

April was fantastic! Took initiative and calmed me down...really appreciate that and was not her job to do that. Offered to share my screen and walked me through everything I needed to do. Truly an amazing experience and wish everyone was as good as she was. Thank you!

Clark

Called in for support on Retriever for Cloud. Was having a problem that made me think I needed to disconnect and reconnect the integration. Zack calmly troubleshot the situation, found it was a minor issue of not having tagged some of my contacts. Fixed it in no time and saved me from wasting a bunch of time.

Daniel

Zac was extremely patient with me and explained all of the steps in simple terms for me to understand. He also was patient as I wrote down the instructions as we went. He was extremely nice and helpful. Great Teacher!

Nicole

Redtail Blog

Integrations

New integration with Holistiplan!

Send household info to Holistiplan from Redtail; send observations based on tax returns back to Redtail as a note.

October 28, 2020

Integrations

Working Together: Black Diamond and Redtail CRM

Join product experts from both the Black Diamond® Wealth Platform and Redtail CRM for a session demonstrating how the two systems work together.

October 23, 2020

Integrations

New integration with Market Insight Out!

Market Insight Out users can now import their Redtail contacts into their MIO accounts to create email lists. From there, they can share content with that email list.

October 23, 2020