Solution introduction
Work smarter with Redtail CRM
We’ve been successfully designing CRM solutions—in the cloud!—specifically for financial professionals since 2003! No one else can say that. Automated workflows, an intuitive user interface and integrations galore. That’s working smarter
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.
