Benefits and Insights

Why use Redtail CRM?

Key differentiators & advantages of Redtail CRM

  • Redtail CRM is cost-effective, easy and tailored to today’s financial pro - Unlike other CRM solutions, it’s priced per database, allowing up to 15 users, all for the same low monthly subscription.
  • It’s all about integrations - You will see services like Morningstar, Riskalyze, LaserApp, Allbridge and MoneyGuidePro seamlessly within Redtail.
  • Free Database Migrations - Switching CRM providers should be easy, so once you activate, we provide complimentary database imports from nearly every major solution provider. Did we mention it’s FREE?
  • Know Your Client - Detailed tracking of your clients’ data provides more inroads for relevant client “touches.”
  • Categorize and Tag Records - Sort for easy retrieval, bulk edits and/or niche-based marketing campaigns.
  • Reports - With a wide array of client and account reports at your fingertips, you’ll quickly get at the information you need.
  • The automated office - Workflows streamline by generating and tracking activities, while reminders alert you to events like client birthdays, anniversaries and reviews.
  • Disaster-proof - Your data is backed up to a secure, offsite location every night, and always available wherever you are.
  • That famous Redtail service - You will never be charged to speak with one of our knowledge ninjas, and we offer free webinars, extensive online help docs and the ever-popular traveling Redtail University.
  • Broadcast emails - Send bulk messages and attachments to specific groups of clients or prospects.
  • Seminar management - Plan and manage your seminars and events from within Redtail CRM, with better seminar reporting than ever!
  • Custom exporting - In addition to the modern reports available within Redtail, you can create exports based on data you need at any time.
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