Redtail CRM provides comprehensive client relationship management capabilities, aiding financial advisors in organizing client data and streamlining daily operations. Although it may have limited automation and contact search capabilities, its powerful feature set and industry-specific tools justify its adoption for wealth management professionals.
Redtail CRM Specifications
Contact Management
Customer Communication Tracking
Email Integration
Customer Segmentation
What Is Redtail CRM?
Redtail CRM is a specialized CRM solution designed to meet the unique needs of financial advisory firms. It centralizes client information, manages workflows, and automates administrative tasks, providing significant benefits for advisory practices. Users can utilize Redtail CRM for efficient activity management, ensuring timely follow-up and comprehensive client service. Its secure document management capabilities also help in maintaining organized records and supporting regulatory compliance, leading to sustained growth of the business.
Redtail CRM Pricing
Redtail CRM pricing plans are as follows:
- Launch - $45/user/month
- Growth - $65/user/month
- Enterprise - Custom pricing
Disclaimer: The pricing is subject to change.
Redtail CRM Integrations
Redtail CRM software integrates with the following tools and platforms:
- AdvisorEngine
- Atlas Point
- Capitect
- Evernote Teams
- Fireflies Software
- Healthpilot
- HubSpot CRM Software
Who Is Redtail CRM For?
Redtail CRM software is ideal for the following industries and sectors:
- Wealth management
- Insurance
- Banking
- Finance
Is Redtail CRM Right For You?
Redtail CRM excels in providing a specialized solution for financial advisory practitioners, setting it apart with its industry-specific tools and powerful compliance features. Its focus on streamlining client management, activities, and documents makes it an excellent fit for firms aiming to enhance efficiency and maintain stringent regulatory adherence. The software enables seamless collaboration across advisory teams and improves client communication workflows.
Still in doubt about the Redtail CRM software? Contact us at (661) 384-7070 for further guidance.
Redtail CRM Features
Redtail CRM centralizes all client and household information, including notes, activities, and documents. This consolidated view ensures financial professionals have immediate access to comprehensive data, fostering informed decision-making and personalized engagement.
See How It WorksBuilt-in workflow tools from the software automate routine service tasks such as client onboarding, review processes, and communications. This standardizes procedures, minimizes manual effort, and enhances consistency across team operations.
See How It WorksThe platform provides robust tools to schedule, assign, and track meetings and tasks, offering team-wide visibility. This ensures no appointments are missed and allows for collaborative management of client relationships, improving organizational efficiency.
See How It WorksRedtail CRM offers powerful search, tagging, and filtering capabilities to instantly locate and segment client lists. It enables efficient data retrieval and allows advisors to perform bulk actions or targeted communications, streamlining client management and reporting processes.
See How It WorksWith this feature, users can easily meet SEC and FINRA requirements. They can automate email and text message archiving, maintain detailed audit trails, and support customizable supervision without going through a lot of hassle.
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