The companion app to the Redtail CRM web version
Access the day-to-day contact information, calendar items, and CRM capabilities necessary for you to manage your client relationships whether you’re in the office, on the road, up in the air, or walking the family dog.Redtail CRM was founded in 2003 as the first cloud-based CRM tailored specifically for advisors to provide anywhere, anytime access to their data and processes, an essential need in our increasingly connected world. Redtail CRM’s companion app aims to provide you with many of the tools from the CRM you access from desktop or laptop, in order that your ability to service your clients effectively remains consistent, no matter the device you are currently using or where you find yourself.If you aren’t already a Redtail CRM subscriber, we welcome you to take advantage of our 30-day free trial! The Redtail CRM app is free-to-use for subscribers.Using the Redtail CRM app, you can stay on top of meetings and opportunities and stay connected to your clients, your prospects and your team:-Access your Redtail calendar, as well as the calendar of your other database users. View individually or view multiple users’ calendars at once.-See your calendar in Day, Month, or Week (with expandable agenda view for each day of the week) views.-Expand your activities to a card view on the today page to view relevant details. Quick completion or edit options are accessible from an activity’s card view (or with a left swipe on a non-expanded card).-Create, edit, assign, complete and/or delete activities. The date picker for activities features days of the week along with the date in order to facilitate ease of selection.-Add contacts and/or attendees to new activities. Edit contacts and/or attendees on existing activities.-Easily access your Contacts A-Z page and your recently viewed contacts, or search your entire database of contacts.-Quickly access your contacts’ activities, notes, accounts, contact card and details, important information, keywords and tag groups. Be prepared for every meeting, whether it occurs by schedule or by chance.-Reach out to your contacts via phone, text or primary email from any page within their contact record.-Click a contact’s address to access Maps and driving directions.-Add notes to contact records. Adding notes during or directly after a client interaction allows you to document what is important before it can slip from your mind. This also means you aren’t leaving this all-important task to the end of the day, when there may be competing pressures for your attention.-Add or edit activities, phone numbers, email addresses, physical addresses, social media addresses and/or website addresses for your contacts.-View, edit or add new opportunities to your CRM.About Redtail Technology:Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industrys most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.Bug fixes and improvements
Endless loop of not being able to use app as it asks to update. I update and launch then asked to update, repeat. Please fix.
The app requires that I update and it will not allow you to move forward. Stuck in no where land, frustrating.
1/21/22 Tells me I need to update and want let me login after update has been completed. It use to work, but now it will not let me log in.
They took a lousy app and made it worse! UPDATE:Now it no longer opens and asks to be updated when it already has been.
Asking to update but when I come to the store there is no update to download. I go back to the app and I am not able to open the app because it says there is an update with a link to the store. So I go to the store and there is no update.
Latest update installed.....now app won't work because it tells me I need an update
New version not easy to set new appts by phone...yet
I don't recommend redtail or red tails app on the phone. I use it because my broker dealer makes me use it
Terrible. If you can't get it right, just don't offer it. App forced an update, now caught in download, open, message saying I need to update the app. Over and over and over. Ugh!
Great