A web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Redtail CRM is cost-effective, easy and tailored to today’s financial pro.
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Redtail CRM's Constant Contact integration allows you to add an individual contact into an existing or new list in your Constant Contact account.
- Know your client. Detailed tracking of your clients’ data provides more inroads for relevant client “touches.”
- Categorize and tag records. Sort for easy retrieval, bulk edits and/or niche-based marketing campaigns.
- The automated office. Workflows streamline by generating and tracking activities, while reminders alert you to events like client birthdays, anniversaries and reviews.
- Disaster-proof. Your data is backed up to a secure, offsite location every night, and always available wherever you are.
- Reports. With a wide array of client and account reports at your fingertips, you’ll quickly get at the information you need.
Technical & Support
Need help setting up the integration? Review our help page.
For more support questions, email firstname.lastname@example.org
Try a 30-day, risk-free trial. It’s full-featured and adviser approved.
Redtail CRM starts at $99/month per database.
Redtail Technology, Inc.