Redtail CRM

What is Redtail CRM?

Redtail Technology is a leading provider of web-based client relationship management (CRM), compliant text messaging, paperless office, and email archiving solutions for the financial services industry. Founded in 2003, the company is dedicated to helping advisors efficiently grow their firms by offering low-cost and easy-to-implement applications that integrate with many of the industry's most widely used tools. Redtail's cloud-based CRM solution allows users to centrally manage all of their contact, lead, and client data, with features for managing documents, records, activities, email broadcasts, seminars, workflow automations, and advanced reporting. The platform enables the automation of various processes, including activity generation and tracking, based on customizable triggers. Redtail CRM also offers the ability to send bulk broadcast emails, plan and manage seminars and events, and generate a range of built-in and custom reports. In June 2022, Redtail was acquired by Orion Advisor Solutions, but continues to operate as a standalone business as a brand entity of the larger organization

Highlights

• Cloud-based CRM solution designed for financial professionals
• Centralized management of contacts, leads, and client data
• Automated workflow capabilities based on customizable triggers
• Bulk email broadcast and seminar/event planning and management
• Advanced reporting and custom data analysis capabilities