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 industry's 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.
Bug fixes and improvements
Ratings and Reviews
At first the app was bulky and didn’t offer a lot of functionality or mobile compatibility. But now, we have so much more and they are always making the app better which is why the mobile app is an everyday tool for my practice. Thanks Redtail team, proud graduate of the 2018 Redtail-U 🎉✌🏼
Update: if you read the review before, many of these items have since been addressed. While it took a long time, I am now extremely happy with the changes.
The major change that would help would be a change to the date selector to add the day &/or modify to select a date in a calendar format so that someone wouldn’t have to refer to the calendar on their phone to select a day. Kudos!
This review is to be constructive, and not destructive. This is a good start, but there are a lot of improvements that can be made.
1. Speed: when selecting any item, it loads very slowly. Menu is large display and could be shrunk.
2. "Today" is good, but it would be nice to switch users here.
3. Calendar: Can we have the events of the day selected load below instead of a new screen? I would like to be able to filter dates here too. Change user is slow here also.
4. Contacts: it shows "recents", but never updates after a search. We would like to quickly add a contact/prospect in the menu function and/or in "Contact" section. When going into a contact, seeing more details (holdings) in Accounts would be nice. Note comments are good, but would be better if they loaded below and flowed rather than in another screen. Activities are not loading at all.
5. Search with criteria would be greatly appreciated.
6. Adding an activity no longer syncs with iPhone calendars.
This app with some changes can easily be a 5 star app, but it is a good start.
Continued updates but simple things still don’t work…
I have received notifications several times in the last month that require me to do an update to my Redtail CRM app on my iPhone/iPad. One of the basic functionalities of the app has not been working properly for months now yet the “updates” still aren’t addressing it so I don’t know if it’s because people no one is notifying you or whether it’s just being ignored? When I log in on the app & the summary of my calendar comes up there is a small calendar icon and a “+” symbol in the bottom right corner. PREVIOUSLY when I would tap on the calendar icon it would take me directly to my calendar so I could see it but now I repeatedly press on it and nothing happens.
Data Linked to You
The following data may be collected and linked to your identity:
- User Content
- Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Redtail Technology, Inc.
- 29.8 MB
- Requires iOS 11.0 or later.
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Requires macOS 11.0 or later and a Mac with Apple M1 chip.
- Age Rating
- © 2021, Redtail Technology
With Family Sharing set up, up to six family members can use this app.