Redtail CRM Status

Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry.  Add or edit activities, phone numbers, email addresses, physical addresses, social media addresses and/or website addresses for your contacts.  Redtail CRM’s companion app aims to provide you with many of the tools from the CRM you access from desktop or laptop, in order that your ability to service your clients effectively remains consistent, no matter the device you are currently using or where you find yourself.  Quickly access your contacts’ activities, notes, accounts, contact card and details, important information, keywords and tag groups.  Access the day-to-day contact information, calendar items, and CRM capabilities necessary for you to manage your client relationships whether you’re in the office, on the road, up in the air, or walking the family dog.  Redtail CRM was founded in 2003 as the first cloud-based CRM tailored specifically for advisors to provide anywhere, anytime access to their data and processes, an essential need in our increasingly connected world.  The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications.  Edit contacts and/or attendees on existing activities.  Reach out to your contacts via phone, text or primary email from any page within their contact record.  Expand your activities to a card view on the today page to view relevant details.  Easily access your Contacts A-Z page and your recently viewed contacts, or search your entire database of contacts.  Quick completion or edit options are accessible from an activity’s card view (or with a left swipe on a non-expanded card).  Access your Redtail calendar, as well as the calendar of your other database users.  Add contacts and/or attendees to new activities.  Create, edit, assign, complete and/or delete activities.  The date picker for activities features days of the week along with the date in order to facilitate ease of selection.