Redtail CRM

Redtail CRM Updates

Redtail CRM update · September 13, 2017

New App: Manage Your Financial Clients with Redtail CRM

Managing client relationships in finance can get complicated quickly without the right tools. Redtail CRM helps financial professionals manage their clients and day-to-day tasks through their cloud-based platform. You can send bulk messages and attachments to targeted groups of clients or prospects, manage upcoming seminars or events, and run more

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Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.