Redtail is a web-based Client Relationship Management (CRM) system which allows financial professionals to manage their client base through detailed tracking of client’s data, streamlining workflows by generating tracking activities, and integrating with many third party services. Customized for Cadaret Grant Representatives, Redtail combines an online agenda with a business development relationship management application. It ensures clients stay top of mind with targeted messages.
-Stay in touch with new and existing clients using automatic communications.
- Available through mobile technology.
- Wide array of client and account reporting and exporting.
- Organize practice workflow.
- Automations make data entry a breeze.
- Easily accessible client history of activity, notes, accounts and data changes.