Redtail Overview
Redtail offers web-based CRM software for Financial Advisors. It integrates deeply with popular financial tools.
Use Cases
Customers recommend Relationship Management, Engaging And Following Up, Content Management, as the business use cases that they have been most satisfied with while using Redtail.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Redtail.
Redtail Use-Cases and Business Priorities: Customer Satisfaction Data
Redtail works with different mediums / channels such as Text SMS. Phone Calls. User Generated Content etc.
Redtail's features include Feedback Surveys. and Redtail support capabilities include 24/7 Support, Phone Support, Email Support, etc. also Redtail analytics capabilities include Custom Reports, and Analytics.
Comprehensive Insights on Redtail Use Cases
Why is Redtail the best choice for Relationship Management?
What makes Redtail ideal for Engaging And Following Up?
What benefits does Redtail offer for Content Management?
How does Redtail address your Lead Qualification: Technographic Challenges?
8+ more Business Use Cases
11 buyers and buying teams have used Cuspera to assess how well Redtail solved their business needs. Cuspera uses 187 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.
Peers used Redtail for relationship management and engaging and following up
Redtail Features
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| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (14) |
| Analytics | Read Reviews (6) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (14) |
| Analytics | Read Reviews (6) |
Software Failure Risk Guidance
?for Redtail
Top Failure Risks for Redtail
Redtail Technology News
Pershing integrates with Redtail Technology - InvestmentNews
Pershing has teamed up with Redtail Technology to improve their services and offerings for clients.
Ladder Partners with Redtail Technology to Make Life Insurance Easy for Advisors - PR Newswire
Ladder and Redtail Technology are teaming up to make life insurance easier for financial advisors.
Redtail Technology Feeds
Redtail Founder, Orion Tech Exec Brian McLaughlin Steps Down - Wealth Management
Brian McLaughlin, the founder of Redtail Technology and an executive at Orion Tech, has stepped down from his position.
Release Note Focus: Redtail Fresh CRM Update
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
The post Release Note Focus: Redtail Fresh CRM Update appeared first on Redtail Technology.
Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
The post Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync appeared first on Redtail Technology.
Redtail Technology Profile
Company Name
Redtail Technology
Company Website
//corporate.redtailtechnology.comHQ Location
3131 Fite Circle, Sacramento, California 95827, US
Employees
51-100
Social
Financials
PRIVATE
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