Description

Redtail CRM is a cloud-based customer relationship management solution designed for financial service industries. It enables users to manage client attrition, update, reassign and remove tasks, display timeline history of interactions, customize and export standard reports, accelerate color coding and view customization, synchronize Redtail Calendar items with Office 365 and Google Calendar, track and document client history, as well as categorize and tag client records. Features include email broadcasting, export management, disaster recovery, workflow optimization, document management, seminar management, and data optimization.