Solution introduction
Manage better with Redtail Email
Redtail Email archive and retention provides financial professionals with a convenient and compliant way to retain, retrieve, and report on email correspondence
CRM integration
Users of Redtail CRM automatically have their email correspondence dynamically linked to client records.
No limits
There are no storage limits on mailboxes and no archive restrictions— so you can keep all of your correspondence for as long as you like.
