Additional information for Redtail CRM
Key features of Redtail CRM
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- Contact, lead & client management
- Reminder alerts
- Broadcast emails
- Custom data exports
- Workflow management
- Record categorization & tagging
- Client & account reports
- Activity tracking
- Custom automations
- Contact timelines
- Data change tracking
- Activity management
- Custom fields
- Customizable reports
- Seminar management
- Activity scheduling
Records can be categorized and tagged for searching, bulk editing, and targeted marketing campaigns.
Activities are generated and tracked automatically by configurable workflows, and automated reminders alert users to important events such as client anniversaries, birthdays, and reviews.
Bulk email broadcasts can be sent to groups of prospects or clients, with support for file attachments.
The contact record timeline provides users with an at-a-glance view of activity, metrics, accounts, notes, and data changes.
Redtail CRM integrates with a range of applications, including LaserApp, Riskalyze, Albridge, Morningstar, and MoneyGuidePro.