Solution introduction
Communicate smarter
Redtail now offers you a compliant way to communicate with staff via chat and clients via text, all without ever leaving Redtail CRM. We call it Speak
A smarter way to chat
Speak, Redtail’s collaborative communication platform for advisors and staff, provides advisory offices with a baked-in chat solution that is archived, searchable, and tied to contact records where applicable—without leaving Redtail.
Attachment-ready
Send and receive attachments—images, Office files, etc. View images inline, with no need to download.
