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Release Note Focus: Redtail Fresh CRM Update

Category: New Features, Release Notes
Redtail Blog Feature Graphic - CRM Updates

An All-New Look

It’s a great time to announce the first leap forward in what is planned to be an exciting year! Redtail is bringing you a fresh new CRM experience, and we’re starting it off with a new style!

You’ll notice we’ve made a few slight changes to what you’re seeing, including updated fonts and a bright color palette. Icons have a new look, but their functionality remains unchanged. You may also notice that our left navigation menu is now collapsible, giving you more room to explore your CRM!

We’re excited at the new usability enhancements coming your way throughout the year, so stay tuned in 2024 as we reveal all the cool new details!


Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.