Main features of Redtail CRM are:
The main benefits of Redtail CRM are its capabilities in aiding users with workflow and seminar management and it is also equipped with tagging functionality for better organization. Here are more details:
One of Redtail CRM’s most prominent feature is its capability for assisting in workflow management. It offers users with automated workflows that empower them to create tasks and steps and then assign them to certain leads or clients. There are also a bunch of workflow templates to choose from. Each is built especially for financial planners and advisors and is comprised of tasks, steps, and outcomes. Users are also given the option to add some notes to a step in the workflow, which allows them to make a documentation about certain information such as the reason why a workflow cannot go into the next step yet.
The software is also capable of aiding users in the seminar management field. It has tools that allow users to add new client events or seminars quickly. It can be done via the calendar feature where they can also quickly add attendees on an arranged seminar. This is useful for efficiently planning seminars and obtaining reports related to them.
Redtail CRM has a tagging feature which enables users to associate tags and categories to any of the records in their CRM database. This is useful in the management of marketing campaigns because they’ll be able to edit records by group easily. Also, this would link records to certain campaigns, which users can take advantage of to get useful, pertinent information.
The following Redtail CRM integrations are currently offered by the vendor:
Redtail CRM pricing is available in the following plans: