Speak

Speak, functioning as a chat solution, serves as a collaborative communication platform for advisors and staff.

Everything that is sent through Speak is automatically archived—everything is searchable. Institution-level searching is also available.^*

Send and receive attachments—images, Office files, etc. View images inline, with no need to download.

Unlimited Team Rooms for group team chats and unlimited direct messaging for one-on-one conversations with other team members.

While Redtail Speak was previously available for Redtail CRM users only, it is now available as a standalone solution for those who do not subscribe to Redtail CRM as well.

Your Redtail CRM contacts can be automatically synced to your Speak account and your chat history with Redtail contacts will be available inside their contact record in the CRM.

Speak’s mobile app allows you to stay in touch with your clients via text when you are on-the-go!

Need to schedule a text or chat message for a later date and/or time? Redtail Speak makes drafting and scheduling messages for later a breeze.

With this new feature, advisors can send an identical text message to multiple clients at once (broadcast messages are sent individually to each contact). Similarly, they can also now invite multiple clients at the same time to accept text messages from them moving forward.

With Redtail Speak you can set up text/chat message templates to streamline creation of messages your office tends to send on an ongoing basis. Then, personalize those message templates to suit your individual needs when you use them.

Set up out-of-office replies to automatically send in response to client messages if you know you won’t be available for a certain period. You can also set the date/time for your out-of-office message to clear.

While everyone you engage with via text using Speak must receive and accept a Speak Invite Message from you, your clients and prospects can now initiate that process by sending a message to the telephone number you’ve designated as your Speak number.

If you have a Pro-level subscription to Redtail Speak, you now have access to Call Forwarding. This means that you can set your Speak account up so that if one of your recipients attempts to call the telephone number assigned to your Speak account, their phone call will be routed instead to the phone number you’ve indicated in your settings, since Speak numbers will only receive texts.