CRM Addendum

This Product Addendum governs your use of the Redtail CRM product, including the Redtail CRM Launch and Redtail CRM Growth offerings. The Terms are hereby incorporated by reference. Redtail’s CRM provides financial providers with a seamless and tailored CRM solution, including automatic processes to maintain workflow and trail accountability, reporting and tracking client data capabilities, and calendar planning functionality (the “CRM Product”).

Redtail CRM Launch
If you purchase the CRM Launch Plan, you will receive bundled access to Redtail’s basic CRM functionalities for up to five (5) Users on your Account, CRM document storage with up to 5GB of storage per User on the Account, and access to certain Service offerings made available through Redtail’s affiliate, Orion Advisor Technology, LLC (“Orion Advisor Tech”) (including the Orion Advisor Tech Client Portal, stress test risk scoring, proposal generation and new account opening tools). Access to the Orion Advisor Tech tools is subject to the Orion Advisor Tech Product Addendum (available here).

Redtail CRM Growth
If you purchase the CRM Growth Plan, you will receive bundled access to Redtail’s premium CRM tools for unlimited Users on your Account, access to the Redtail Imaging Service, access to the Redtail Speak Service, and email/calendar syncing functionality (feature coming soon). Additionally, you will receive access to certain Service offerings made available through Orion Advisor Tech (including the Orion Planning, proposal generation and new account opening tools, Orion Advisor Tech Client Portal, stress test risk scoring, proposal generation and new account opening tools). Access to the Orion Advisor Tech tools, the Redtail Imaging Service, and the Redtail Speak Service are subject, respectively, to the Orion Advisor Tech Product Addendum (available here), the Redtail Imaging Product Addendum (available here), and the Redtail Speak Product Addendum (available here).

A comparison of the CRM Product functionalities available between the Redtail CRM Launch Plan and the Redtail CRM Growth Plan is below:

Provision of CRM Product.
We shall make a subscription of the CRM Product available to you subject to the terms of this Product Addendum and the Terms. Your subscription is for your use only and cannot be shared or used by anyone else. We may suspend or terminate your access to the CRM Product immediately without any liability, upon notice to you, if in our sole judgment you have violated the terms of this addendum, the Terms, the Privacy Policy, or the DPA. We may also suspend or terminate your use of the CRM Product, or condition your continued use on additional terms communicated to you, in the event your continued use, in our sole judgment, poses an undue or disproportionate burden on the CRM Product, our systems, or our networks. We may modify the functionality of the CRM Product and its application programming interface at any time in our sole discretion.

Tracking and Analysis.
We may track and analyze your use of the CRM Product for the purpose of helping Us improve both the CRM Product and your experience in using the CRM Product. We may disclose such data about Your use of the CRM Product (“Usage Statistics”) to third parties for the purpose of assisting Us in such tracking and analysis, or as required by law; We will not disclose such Usage Statistics to third parties for any other purpose. Except when required by law, in disclosing Usage Statistics to a third party, We will make such Usage Statistics anonymous so as to not disclose your identity to such third party.

1570-OAT-6/9/2023