Redtail CRM (Tailwag Version) is the companion app to the cloud based Redtail CRM for financial advisors.
** This version is intended only for users of Redtail's newest CRM, Project Tailwag **
- Access your calendar and other users' calendars
- Access recently viewed contacts
- Search your database of contacts
- Access contact activities, notes, and accounts
- Initiate calls, text messages, and emails straight from the app
- Edit contact phone numbers, emails, and addresses
- Add contact notes
- View open opportunities
This update introduces:
- The ability to view, add, and remove tag groups from contacts.
- Various bug fixes.
Ratings and ReviewsSee All
Needs Improvement But Does The Job
User interface is clunky and unintuitive. Calendar displays only red dots in 30-day view. Cannot save presets/filters for viewing tasks/appointments/etc. it does utilize fingerprint scanning for unlock, which is convenient and secure.
2019 update- finger print unlock was removed and replaced by Face ID for iPhone users
Overall, it’s way more efficient to use a desktop than to wrestle your way through the app. That’s why I only use it to double check tomorrow’s appointments before bed and in rare instances where I’m out and about and need a client’s phone number.
Really hoping they patch up this app, but they haven’t released an update in over a year... Great desktop platform- I’m a big proponent of Redtail (just the desktop version).
This Ap has been miserable for a long time. I rarely use it except to check my schedule in the event that I forgot to check it before I left work. Adding appointment is clunky. Looking at other employees schedules is about 4 more clicks than it should be. The appointments take forever to load the information. But that’s not even the worst part. the Ap now started doing this thing every few days where it refuses to even let me log in. I can usually use my fingerprint, but that option randomly goes away sometimes. So I have to type in my real password. That would be totally fine...except it won’t take my password. I’ll try for like 2 or 3 days before it randomly accepts it. Then, 2 or 3 days later it kicks me out again. Yes...I’m using my correct password.
What’s the point of using an Ap that won’t work?
Unfortunately for me, Redtail knows that I can’t move my CRM. It would WAY too much work. Please please do yourselves a favor and avoid redtail. Worst decision we made as an office.
Redtail has improved the app and I am grateful. There’s still a ways to go but this is so much easier than logging in every time on safari with my iPhone. Thank you and keep improving! You are on the right track. I access my phone schedule and contacts 80% of the time and laptop 20% of the time.
Redtail, please invest much more into this app, it’s your future.
With Family Sharing set up, up to six family members can use this app.