Redtail Email automatically captures, stores, and organizes every client message, built into Redtail CRM — so you can meet compliance requirements without lifting a finger.

Say goodbye to manual logging and disconnected inboxes. Keep your communications clean, compliant, and easy to access.

• Seamlessly integrated with your CRM.
• Automatically archive all inbound and outbound messages.
• Find what you need fast with advanced search and review tools.

Don't leave your email unprotected
Compliance-ready email — without the manual work.

Advisors rely on email, but regulations require every message to be archived, organized, and easy to retrieve.

Redtail Email automates the process by capturing all messages across your domain, linking them to the right contact in Redtail CRM, and making them instantly searchable for reviews, audits, or everyday client requests.

Your inbox, finally working for you.