Powerful yet simple to use features.



.: Access Anywhere, Anytime 
Because Redtail CRM is web-based, you are not tied to any
one computer. Many traditional CRM solutions limit your use to the
computer with their software installed. Redtail CRM can be used on any computer
from any location around the world.

.: Multi-User Calendaring 
The integrated web-based calendaring system allows each user to have a personal calendar or to share a calendar with other database users. Calendar events can be seamlessly linked to client records to help maintain a complete client history.

.: Backup and Disaster Recovery
Your data is backed up to secure, off-site location every night, available any time from any computer with a web browser and Internet connection.

.: Categorize and Tag Client Records
Find and update information on report generations and marketing campaigns. Create static Tag Groups or make dynamic Quick Lists from any search query.

.: Document Management
Upload and store electronic versions of documents; categorize and link them to client records and accounts.

.: Family Householding
Store individuals as separate records; link family members together; gain consolidated family accounts, reporting and more.

.: "Know Your Client" Profiling
Track personal client profile information in one place. Everything from allocation model preferences, to risk tolerance and estimated net worth, to banking and health detail.

.: Reminders
Automated reminders alert you to client birthdays, anniversaries account renewals, client reviews and more.

.: Reports
A wide array of client and account reports are available as well as a variety of data exports.

.: Seminar Management
Plan and manage seminars and client events to ensure results. Coordinate resources, issue invitations and reminders, maintain RSVP and waiting lists, then track your success.

.: Workflow Processing
Create workflow processes to automatically generate activities based on predetermined criteria; apply and track the progress of each workflow in use.

.: Opportunity Tracking
Track potential business opportunities from discovery through completion; track each stage as the opportunity progresses and record all events and history against client records.