Redtail

About Redtail

Redtail is a widely used CRM for financial advisors offering contact management, imaging and email hosting. Day to day, teams use it to manage crm, advisors and contacts in one shared workspace, replacing scattered emails, spreadsheets and manual follow-ups with structured records, automation and clear accountability. For growing organizations, it offers a more structured alternative to spreadsheets and inboxes once volume makes manual coordination unreliable.

Redtail key facts

• Category: Productivity & Notes
• Pricing: Paid — this directory does not list a free tier for it.
• Focus areas: crm, advisors, contacts, imaging
• Official site: redtailtechnology.com

About the Productivity & Notes category

Notes, tasks, and project tools that keep you organized and focused. The Productivity & Notes category on Tools Hub currently lists 989 tools. Alongside Redtail, it includes Nitrogen Wealth, RightCapital, Floify, LendingPad.