Redtail CRM helps you build long-lasting relationships through online tools for client management, sales automation, client support and marketing automation. Powerful tools, seamlessly integrated.
To learn more about Redtail, please visit:
www.redtailtechnology.com
Once enrolled, you and everyone in your office can access the same client notes, documents, schedules, and account data. Redtail is a leading CRM solution that provides:
- Anywhere and anytime access
- Multi-user calendaring
- Document management
- Family householding
- "Know Your Client" information
- Flexible reporting
- Workflow management, and more
