Redtail CRM

Redtail CRM - web-based Client Relationship Management software

About

Redtail CRM is an easy-to-use web-based customer management solution designed specifically for financial professionals.

Activity dashboard

Appointment Scheduling

Calendar and reminder system

Campaign Management

CRM

Customer Database

Customer Management

Customizable Fields

Data Entry leads

Data Import and Export

Document Management

Email Management

email marketing

Fee tracking

Insurance Industry Features

Interaction tracking

Lead Management

Marketing Automation

Marking

Prospecting Tools

Quotes

Relationship tracking

Reporting and Analytics

Sales Forecasting

Sales Pipeline Management

Segmentation

Shared Contacts

Task Management

Territory Management

Workflow Management

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