11285 Pyrites Way Suite B Gold River, CA 95670
WORK WHERE YOU WANT WITH REDTAIL CRM
Redtail Technology is an integrated technology company, providing solutions that enable the busy advisor to increase office efficiencies and bolster client satisfaction while also allowing them greater mobility in respect to their core technologies.
Redtail delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional. It’s not your typical off-the-shelf CRM solution, but rather one designed from the ground up to meet the challenging needs of financial advisors. Unlike traditional CRM solutions, Redtail CRM is easy to use, quick to deploy and delivers a rapid return on investment.
Because Redtail CRM was designed specifically for financial professionals, you can spend your time building your business rather than tailoring an application built for general business purposes. Our platform allows you to take advantage of the technological options available to you, options that can help you not only to do more with less but at the same time to increase the satisfaction level of your client base, thus organically laying the groundwork for referrals and increased business.
With Redtail CRM delivered as a web-based, subscription service, financial professionals are able to focus on growing their business rather than being chained to their office, managing software technology. What used to be a fervent wish that was often grounded by the limits of technology is now easily accessible to the advisor whose toolbox holds the correct tools. You can, in fact, now work where you want, making the most effective and efficient usage of your time.