Redtailtechnology.com Website Review

Redtail CRM subscribers now have true two-way sync capabilities between Redtail and web-based Office 365 or hosted Microsoft Exchange SPEAK is a baked-in chat solution that is archived, searchable, and tied to contact records where applicable. Our newest Redtail CRM is cost-effective, easy and tailored to today’s financial pro. Packed with new features, office automation, ARE YOU? We invite you to put our newest CRM through the paces and find out how to automate your office the Redtail way. We think Bringing you all the insider information on how to use the newest Redtail CRM and bring your office into the modern world. Check our Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals. Redtail Imaging provides financial pros with a powerful option for managing and archiving docu*ents from any computer, for a secure, Redtail Email Archive and Retention provides financial professionals with a convenient and compliant way to retain, retrieve and report on You will never be charged to speak with one of our calm and collected knowledge ninjas, via telephone or email, plus we offer free webinars, extensive online help docs and the ever-popular traveling Redtail University. Not to mention our community forum and our informative Redtail is tablet-friendly. And we offer a FREE smartphone app for our CRM. You’ll wonder how you ever managed without it. Learn More