Redtail CRM Software
Company Name: Redtail Technology, Inc.
About: Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the
Financial Advisor.
Headquarters: Gold River, California, United States.
Redtail CRM Overview
With Redtail CRM for your iPhone and iPad your database can now be accessed in the palm of your hand - anyplace, anytime.
It provides convenient mobile access from your iPhone or iPad, helping you maximize your productivity.
Redtail CRM for the iPhone and iPad is an application for the users of Redtail Technology's CRM.
Official Screenshots
Product Details and Description of
Redtail CRM for the iPhone and iPad is an application for the users of Redtail Technology's CRM. It provides convenient mobile access from your iPhone or iPad, helping you maximize your productivity. Features include: - Recent Contact lists - Calendar and Task Management - Database Contact Search - Contact Overview with full Contact Card, Details and Important Information - Contact Accounts - Contact Activities - Contact Notes - Add Activities and Notes With Redtail CRM for your iPhone and iPad your database can now be accessed in the palm of your hand - anyplace, anytime.
Top Reviews
By CatsRule!!!
Needs an alert feature
It would be helpful to have appointment reminders.
By attorneydan
Frustrating App
First I wish they had fingerprint login. More importantly, I just added activities which aren't showing up on the desktop application. I wish Redtail invested more on their online app like some of the competition to make this more robust and useful as a productivity tool - especially for those traveling and on the road and rely on apps on their mobile devices.
By Motorized bike
So bad, we may be switching CRM
Not much to say. I was moderately happy with project tailwag improvements but this app simply doesn't work like it's supposed to. These CRMs need to step up their game for mobile apps especially. WealthBox is a cool alternative but their app is just as bad. I never write reviews unless they are awesome or terrible, this app is terrible.
