Redtail CRM for iPhone

Redtail CRM: Efficient Client Relationship Management on the Go

Redtail CRM is a free-to-use mobile application designed to provide advisors with easy access to their client relationships and data. Developed by Redtail Technology Inc., this cloud-based CRM app allows users to manage their contacts, calendar, and activities from their iPhone, ensuring seamless productivity whether in the office or on the move.

With Redtail CRM, users can access their Redtail calendar and view it in Day, Month, or Week views. The app also offers an expandable agenda view for each day of the week, making it easy to stay on top of meetings and appointments. Users can create, edit, assign, complete, and delete activities, with quick completion or edit options accessible from an activity's card view.

The app also provides easy access to contacts, allowing users to add new contacts, edit existing ones, and view their activities, notes, accounts, and contact details. Users can reach out to contacts via phone, text, or email directly from within the app. Additionally, the app enables users to add notes to contact records, ensuring important details are documented in a timely manner.

Redtail CRM is a reliable tool for advisors looking to streamline their client relationship management. With its user-friendly interface and comprehensive features, this app is a valuable asset for advisors on the go.