CRM

Workflows are automated processes you can design within Redtail to match the processes you already use in your practice. By setting these up within Redtail, you create a trail of accountability for each task that is a part of your Workflows while also making sure that nothing falls through the cracks.

Redtail has been dedicated to industry integrations since our founding in 2003. We continue to build upon existing integrations with all of our industry partners as well as integrating with new partners on a regular basis.

CRM is a fantastic tool for recording all of your client data. We’ve made sure that Redtail CRM also offers everything you need to report on that data you track in meaningful ways, from our expansive number of standard reports and exports to custom exports you can create yourself.

Redtail’s Calendar allows you to easily stay on top of the schedules of everyone in your office. Color coding and view customization provide you with options to set your Calendar up around the way you work. Additionally, our Retriever Cloud tool allows you to sync Redtail Calendar items with Office 365 and/or Google Calendar.

History is the name of the game, and as you may have heard before, “if it’s not in Redtail, it never happened”. Documenting your client history begins with Notes, as it is integral to track who we talked to, why we talked to them, and when the conversation occurred. Notes offer an efficient method to capture that important history.

Seminars are a great way to prospect, as well as to offer a top-notch customer experience, and you can plan and manage your seminars from within Redtail. But, it doesn’t stop there! The seminar tool in Redtail can be used as a tracking tool for call campaigns, email campaigns, etc. to move any group of contacts through a common process!

Use Redtail as your sales pipeline tracker and move prospects or current clients through your sales process. Redtail’s Opportunity Tracker helps you stay on course and keep all of your open opportunities in front of you!

Redtail’s free mobile app keeps you connected to your CRM data, even when you don’t have access to a computer or a tablet. If you have your phone on you, Redtail Mobile means you’re in business!