Home > Softwares > CRM Offerings > Complaint Management Software > Redtail Technology

Redtail Technology

Name: Redtail Technology
Rating: 4.5 (2 reviews)

By Redtail Technology

917 Interested

Highlights : About Redtail Technology

Seminar management

Activity management

Activity tracking

Reminder alerts

Data change tracking

Customizable reports

About Redtail Technology

Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automated office operations, broadcasting emails and seminar management. Redtail CRM helps users send bulk messages and attachments to specific groups of clients and prospects. It enables them to plan and manage seminars, events and create reports of all activities. Additionally, it integrates with Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro, and it allows users to import data into and export data from the platform. Redtail CRM is available on iOS and Android devices, and it is available via monthly subscription. It backs up data to an offsite location, which can be accessed whenever users want. In addition, it offers support through webinars, online help docs and training sessions.

Specifications

Business Size

Small

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Seminar management

Activity management

Activity tracking

Reminder alerts

Data change tracking

Customizable reports

Broadcast emails

Workflow management

Dashboard

Custom data exports

Custom automations

Custom fields

Client & account reports

Record categorization & tagging

Contact, lead & client management

Activity scheduling

Contact timelines

Benefits

Records can be categorized and tagged for searching, bulk editing, and targeted marketing campaigns.

Bulk email broadcasts can be sent to groups of prospects or clients, with support for file attachments.

The contact record timeline provides users with an at-a-glance view of activity, metrics, accounts, notes, and data changes.

Redtail CRM integrates with a range of applications, including LaserApp, Riskalyze, Albridge, Morningstar, and MoneyGuidePro.

Automatically Tracked

Activities are generated and tracked automatically by configurable workflows, and automated reminders alert users to important events such as client anniversaries, birthdays, and reviews.

Recommended Product

Social Media Premium Package

Features: 30 High Quality Postings 3 Social Media Platform

Website Design Standard Package

Features: Linking 30 to 50 static pages. Call to Action feature.

Diginyze Standard Cloud

Features: Upto 500 products Listing 24/7 Chat BOT support.

ECommerce SEO Gold Package

Features: 1- 100 products optimized Easy way to position your ecommerce store in Google, Yahoo, and Bing results

SEO Advance Package

Features: Upto 200 Keyword Optimization ROI-Driven SEO