This review was last updated
This CRM Review examines Redtail CRM.
In-Depth CRM Review
11285 Pyrites Way
Gold River, CA 95670-4590
CRM Category: Field Sales Support – Cloud
Vertical Solution: 523920 – Financial Services
Seats: Small/Medium Business
About the Company:
An Integrated Technology Company
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial advisor. Redtail is bringing next-generation technology to the financial advisor to help them better manage their client base so that they can haveMORE TIME, earn MORE MONEY and have MORE FUN!
Started in 2003, Redtail is named for a redtail retriever named Tucker. Our company embodies a WYSIWYG attitude; bringing our dogs to work and building play into the workspace is a counterpoint to our professional diligence, extreme customer service and constant product advancements.
About the Product:
An advisor’s best friend!
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals.
Powerful tools, seamlessly integrated.
- Redtail is an integrated technology company, the answer to making a financial professional’s office become more efficient and streamlined. There is no longer the need to worry about not seeing notes for clients, seeing when the last interaction with the client was or knowing when the staff has time free for a meeting. With Redtail, everything is in one spot to keep your business running like a well-oiled machine.
Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional. This is not your typical off-the-shelf CRM solution, rather one designed from the ground up to meet the challenging needs of financial advisors. Unlike traditional CRM solutions, Redtail CRM is easy to use, quick to deploy and delivers a rapid return on investment.
Successful financial professionals depend on creating and maintaining long-lasting relationships with clients. And that is what Redtail CRM helps financial professionals do. We do it with online CRM tools for client management, sales automation, client support and marketing automation.
Because Redtail CRM is delivered as a subscription service, financial professionals are able to focus on growing their business instead of managing software technology.
Adored by users
From our low cost, to free technical support and free database conversions, it’s hard not to love us. We stand behind our customers and strive to help their businesses thrive!
Your data is secure
All data is written to multiple disks instantly, backed up daily, and stored in multiple locations. Files that our customers upload are stored on servers that use modern techniques to remove bottlenecks and points of failure.
Also, with 256-bit encryption, accessing your data online is always secure (the https in our URL denotes a secure data transfer connection).
Redtail is web-based. That means you don’t have to install or download any software. You are always using the most recent release of Redtail every time you log in.
Your Silver Bullet
Your Silver Bullet is a community of committed software providers joining together to bring you real solutions to meet your business needs today and in the future
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Redtail CRM:
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If you are considering this program, you should also look at these other CRM solutions:
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