Access essential back-office and client management features from one dashboard. Password Web-based Client Relationship Management software (CRM), integrates widely and deeply with other popular tools for the Financial Advisor. Shane shared this idea · March. Outlook 2007: Creating a PST File. Click here if you forgot your password. Click Subscription MFA Settings (already done in the screenshot above). Additionally, you have two areas from within the CRM to access your Imaging database: 1. Redtail's Internal Email Client. Also, our encryption keys are replaced annually (rather than just renewed) to provide even more security. Redtail Essentials: Contact Record Video. com sales@redtailtechnology. It helps track client data, automate time-consuming tasks, organize records and more. See your calendar in Day, Month, or Week (with. The beginnings. 2 Support:. Scroll down and click on the REDTAIL box: A secondary section will then appear. 2. All the details that you should need in order to get. These opportunities for customization are important because they allow you to set your database preferences and lists up in ways that work the best for both you as an individual as well as for your office. 0. This information allows Redtail Technology to process your online transactions and requests. Quicklists are optional to. It is built into Redtail CRM (subject to BD approval), eliminating the need for any new software on your end if you are a Redtail CRM subscriber and subscribe to SPEAK as well. Forgot Password ? Login. Live in Five Playlist - A Guide for New Users. Then, click the “apply filters” button. 11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN. Forgot Your Password? New to Redtail? Start My Free Trial!. If you need to add, edit or delete database users, you can do so under Manage Your Account —> Manage Database Users & Teams. (Redtail) Schwab Advisor Center. Find the activity and click on the activity to open it. Best of all, you can easily manage your client and prospect relationships and complete your day-to-day operations through the industry’s #1 Market Share for CRM 1. Manage your business and streamline day-to-day operations. 4. Contact Us. You can create activity templates under. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. It enables them to plan and manage seminars, events and create reports of all activities. Proposal builder. Password. About: Redtail Technology, Inc. Download Redtail CRM and enjoy it on your iPhone, iPad, and iPod touch. Taking those metrics and comparing them to data in your CRM is going to give you insight on what kind of marketing reaches your prospects and clients. Orion Podcasts – October 2023. It integrates directly with the Redtail CRM, so users have their email correspondence dynamically linked to client records thereby providing productivity gains. From its web-based client relationship management, or CRM, system to its latest texting solution for financial advisors, Redtail's goal is to give advisors "24/7 access" to their clients and their. Once you have Microsoft . Magazine’s annual Inc. If you don't find what you need here, you can always contact us at: support@redtailtechnology. About: Redtail Technology, Inc. Enter your Redtail creditials. Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Office 365. Once these steps have been completed, go back to your Manage Integrations page in Redtail and click the Settings option for Orion again. The address you would use for that is Next, you can access your Imaging login page from our corporate site, under the Login menu: Click the "Login" button here and you'll then. Forgot Your Password? New to Redtail? Start My Free Trial!. Retriever Cloud for Office 365 is now available! 10 Apr 2019. Note as well that each of these preferences (with the exception of the last one) control what. Correlation ID: 6bb8c39c-2413-4610-bac1-c0bc619ef64c. Direct Access. Orion Portfolio Solutions, LLC a registered investment advisor. If you manually sign out of the Redtail CRM app using the Sign Out button, you will not be prompted to login using Touch ID upon your next login. e. Contact: 800-206-5030. ★ Product Overview - CRM (video) ★ 30-minute Quickstart! (video) List of allowed filetypes on CRM Document Storage. The 6 Most Important Things Every Redtail User Should Know How to Use. See who will be featured on Redtail's login page. Contact: 800-206-5030 [email protected] Tech That Grows with You. Contact: 800-206-5030 support@redtailtechnology. We are always happy to help you understand any aspect of Redtail CRM. CRM password requirements and limitations: With that in mind, we recently introduced Redtail SPEAK, the first-of-its-kind integrated messaging platform, purpose-built for advisors and their clients. com/s/Note: you can set the above as your default login page for Redtail by going to Preferences --> General Options within Redtail and selecting Orion Dashboard as your Default Login Screen. Tracking the value you provided, the goals of clients or what you have to discuss in future meeting should be easy. 10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #4. Make a first impression, faster. Or, if the contact doesn't have a record in your database, you'll be able to create a new. It's time to announce Redtail's Best Paw Forward Photo Challenge winners for July 2023. Redtail CRM simplifies client tracking by providing communication history, financial information, and more. ★ Product Overview - CRM (video) ★ 30-minute Quickstart! (video) List of allowed filetypes on CRM Document Storage. Redtail Speak allows you to communicate with your clients in a compliant way via one of the most commonly used forms of communication today: texting. Please add the ability to automate templates based on time periods/dates. After doing so, click Billing Information from the Subscription Management box on the left: Then, just enter your new Credit Card and/or Billing. Contact: 800-206-5030 [email protected] Every Third Monday of the Month. Manage Your Account. Explore Redtail training opportunities (digital or in person) to help your office maximize your Redtail CRM and other Redtail products usage. Login and Subscription Pages *Updated: We’ve subtly changed the layout/design of the login and subscription pages within Redtail CRM. Whiteboard with your team how prospects and leads should be reached out to. Click Add in this section: After clicking Add, you have the option to add a New User or an. 3 Billing: Mon-Fri 6am-3pm Pacific Time Once these steps have been completed, go back to your Manage Integrations page in Redtail and click the Settings option for Orion again. Direct Login . Number of Views 713. Read highlights about what is new in various Redtail solutions - CRM, Imaging, Email and Speak. my. About: Redtail Technology, Inc. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here. CRM. Select Enter Hub to continue this process in the background:in less than 60 seconds. Under Settings choose the Accounts option and select your primary account. Introducing Redtail Plans. The first screen in the Wizard that you will see is the below - just click Next. Posted by: Redtail Technology. Over the past over 6 years, we have collected data on on more than 377 outages that affected Redtail Client Services users. This is a good place to check for any known system issues, outages or scheduled maintenance. Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. Can connect to the default contacts folder in Outlook. This will bring up the report with the saved filter applied. , & SACRAMENTO, Calif. In that case, on the Unlinked Accounts Report you can click the Actions menu to the left of the Account Title and select "Link to Contact" - you can then search for the contact that the account should be linked to and manually establish that linkage. In terms of integration, this CRM for financial advisors is compatible with more than 80 apps. ³. New integration points between Schwab and Redtail CRM include: the ability to initiate the Schwab Digital Account Open process for a contact: the ability to view up to 250 Schwab alerts from the last 30 days within Redtail CRM. | Software Version: 10. com sales@redtailtechnology. 973-460-7837. © 2023 eMoney Advisor, LLC. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Login to your Voyant account. One calendar is used for 10 employees - would be helpful if we had an option to set colors by employee vs categories etc. Enter your Redtail Username, we will send a reset link to the email address associated with that Username. ”. Send Reminders to contacts in Redtail when you schedule. 0. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost. Password. Digital account open. Selecting “use internal” will open a message editor inside of Redtail CRM when clicking an email address on a contact record. Redtail CRM offers subscribers a ton of opportunities to customize their CRM, both at the individual and at the database level. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. CRM > Getting Started. Able to customize how often R4TW syncs with outlook. Contact: 800-206-5030 support@redtailtechnology. Single Sign On (SSO) from the Redtail CRM . there is an "add" button where you can add your own statuses. Click the "Enable" button to set the integration with Redtail CRM up. Mail (Mac): Creating an . When logged into Redtail CRM, click on the Manage Your Subscription link under the menu that opens underneath your name: You'll then be prompted to login again (for security purposes). Tags: Best Paw Forward Photo Challenge, dog. Statuses, Categories, Sources and Keywords. In the meantime, please try again. Advisor center. 2. Are you out of the office? Activating On-the-Go will mask sensitive information. They are used as part of the login, authentication and session management flows of the SaaS platform websites. To take advantage of any of the integration points available, an admin user of your Redtail CRM must enable the Morningstar Advisor Workstation integration within your database. 2 to inquire OR email plans@redtailtechnology. In our next Manage Your CRM series post, we’ll take a look at Managing Team Notices and Web Links in Redtail CRM. To access go to Manage Your Account: Then, select Manage Database Users & Teams from the Admins Only section: On the resulting page, you will see Active Users by default, along with their. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Forgot Password. Watch on. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Contact: 800-206-5030 [email protected]/s/ Note: you can set the above as your default login page for Redtail by going to Preferences --> General Options within Redtail and selecting Orion Dashboard as your Default Login Screen. Check out the included example for a good starting point. How to Handle Prospecting - Part 2 [42:05] How to Handle Prospecting - Part 1 [27:35] Tag Groups Vs Keywords VS UDFs [23:00] Redtail Essentials: Manage Your Account [27:27] How to Prepare for Client Reviews [29:15] The first section you'll see on the Preferences page is General Options : There you will find an option to change your Default Login Screen. After an hour's time, you'll be prompted for Touch ID upon your subsequent logins. Mail (Mac): Redtail-hosted Email Setup. 14 votes. It offers a free forever plan for up to three users and $14 per user, per month, for each user. 3. 206. . Redtail #12 on Financial Planning’s list of Best Fintechs to Work For. Login. Right now, templates can automatically be applied based on certain actions (i. To begin setting up a Workflow Template, select Manage Your Account after clicking your Name from the Top Right Menu within Redtail: Then, click “Workflow Templates” in the Manage Templates area: You’ll then see existing Workflow Templates in your database (if any): Note the “filter. Remember, these preference settings are for your login only, so they. How To Use Redtail CRM for Marketing [35:26] – This webinar covers some of the tools available within Redtail that can assist you with your marketing/holiday efforts, ranging from client segmentation methods to blast emails to your selected groups. The company is dedicated to helping advisors efficiently grow their firms. Free Trial. Complimentary training Industry's Best Technical Support 98% Customer Satisfaction Rating. com sales@redtailtechnology. Careers . Redtail CRM. To enable this, go to the Manage Your Integrations page and locate your Redtail Webmail box:Directions: 1. com sales@redtailtechnology. Simultaneously, it helps eliminate much of the siloing w/i your office, as everyone has access to all of the same information (with the exception of those things. Create a workflow in Redtail with an ideal prospecting process. 2 or at sales@redtailtechnology. If you get locked out of your Redtail account, your database owner or an admin user of your database has the ability to unlock your username by going within the CRM to Manage Your Account —> Manage Database Users and Teams, selecting the Actions menu next to your username, and then clicking Unlock Account in the resulting menu: Full. Unlimited Users. 3 Billing: Mon-Fri 6am-3pm. 3 Billing:. Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Trending Articles (Redtail) I am locked out of my Redtail account. 56351 | Terms of Use Security Privacy Notice DisclaimerWelcome to DST Vision. Category: New Features, Release Notes. For. Redtail Essentials: Retriever Cloud With Office 365 [29:12] – Retriever Cloud is a feature within Redtail CRM which offers true two-way syncing of contacts and activities between Redtail CRM and Office 365. Login. Trending Articles (Redtail) I am locked out of my Redtail account. Get the email, read the activity and prepare reply needed. Build and. Register now for Redtail Campaigns Introduction Webinar. Newsletter. To add a new database user: Go to Manage Your Account: Select Manage Database Users & Teams in the Admin section: The resulting page displays your Current Database Users. com. com Business Hours Sales: Mon. 0317-OAT-2/2/2023. com. Tags: estate planning, integrations, Wealth. To do so: From within Redtail CRM, go to your Manage Integrations area: Then, scroll down until you see Retriever Cloud, click its Actions cog and choose "Settings": You'll then see the below: Let's take a look at your available settings options here. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. If you use a web-based email client (such as Redtail's Webmail) or simply prefer to send emails internally via Redtail when clicking on a contact email address from within your CRM, you can set up this capability under Preferences : After clicking Preferences, scroll until you see the Emails section: Email Client: You can indicate here whether. support@redtailtechnology. Our appointment reminder software can be set up exactly how you need: send automatic confirmations and timed reminders, and get confirmation or cancellation from clients. is a leader in web-based Client Relationship Management solutions for financial advisors. If you’re interested in learning more, contact our Sales Team at 800-206-5030 opt. From its web-based client relationship management, or CRM, system to its latest texting solution for financial advisors, Redtail's goal is to give advisors "24/7 access" to their clients and their. 3. . 25 Oct 2023. Touch ID ONLY appears as an option when you have. Free support. com sales@redtailtechnology. Training 0;The Redtail + Flourish integration gives advisors the ability to quickly and easily pre-fill end-client applications and then invite clients with the press of a button within Flourish. In order to begin syncing your Activity and Contact data between Redtail CRM and Google, you'll first need to establish the link between the two programs. , April 19, 2022 /BUSINESS WIRE/ ( original press release here) — Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced today a definitive agreement to acquire Redtail Technology, a leading web-based client relationship management. Portfolio Management and Custodians. Redtail: A First Steps Guide. Redtail Essentials: Manage Your Account Video. We would like to show you a description here but the site won’t allow us. ¹. Direct Login . 100%. is a leader in web-based Client Relationship Management solutions for financial advisors. Reporting *Fixed: We resolved an issue where those using Internet Explorer 11 as their browser were unable to export/generate standard report PDFs. Posted by: Redtail Technology. Customize Email viewing permissions. Redtail partner webinars provide financial professionals best practice information and valuable insights on various partner integrations. Please enter the first and last name EXACTLY as displayed in your invitation email or letter. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. When a client cancels and no show appointment or does not show up it would be nice to have the availability ability to "cancel" & "No show" appointment not just deleting the appointment. Enter a custom domain name that contains only alphanumeric characters, periods, and hyphens. Redtail Financial on the Asset-Map Report. Manage Your Account: Manage Database Lists. Wealthbox features bank-level security, including 256-bit encryption, multi-factor authentication automatic session timeouts. Tags: chat, redtail speak, texting. Add the appropriate Servicing or Writing Advisor to client contact records. As always, if you have any questions along the way as we address these, you can reach out to our team at [email protected] you need to add, edit or delete database users, you can do so under Manage Your Account —> Manage Database Users & Teams. ³. If you are the database owner for your subscription, when logged into Redtail CRM you will see a "Manage Your Subscription" option available beneath your name in your Top Right Menu bar: After clicking this link, you will be prompted to login again as an added security measure. 0 on your machine, you can click the download link above - then, select the option to "Run. View individually or view multiple users’ calendars at once. Specific to this platform recommendation, we would like Redtail to urge Zimbra's developers work with Calendly so there would be a direct server sync. Number of Views 3. [email protected] set up Multi Factor Authentication: The database owner must go to Manage Your Subscription: They will then be prompted to login again, as an added security measure. The first time you use this integration, you will be prompted to enter your Redtail username and password: <form action="" style="background-color:#fff;position:fixed;top:0;left:0;right:0;bottom:0;z-index:9999"><div style="font-size:18px;font-family:Helvetica,sans-serif. Click the Enable MFA button. ²Source: T3 Inside Information Software Survey, 2023. Unlike our regular Redtail University LIVE events, RTU Masters is a 2-day training and education seminar designed to move away from the nuts-and-bolts focus on CRM functionality, and focus on more advanced topics like strategic application and office processes. Integration functionality: FEATURES AVAILABLE TO ALL REDTAIL CRM SUBSCRIBERS . Password. All you do is enter the following URL into your internet browser's address bar: Next, you will enter your full email address in the Username field and your email password in the Password field. com sales@redtailtechnology. Growth, Unleashed. If you are a financial advisor who uses Redtail as your CRM, we have great news! GReminders integrates directly with Redtail to allow you to:. Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Then, click the blue ' Connect ' button. Through the encryption process, the users credentials are encrypted and transformed into a UserToken. Redtail Imaging - provides financial professionals with an efficient method of paperless document management and integrates with CRM client records. Learn More. We track these errors automatically, but if the problem persists feel free to contact us. Mail (Mac): Creating an . Riskalyze’s “Create Risk Questionnaire” option within Redtail now provides users with a link to that client’s. To enable your ClientWorks integration with Redtail, you’ll need to authorize the setup from within Redtail CRM. Getting Started: Don't forget to log in using your CRM login (or Imaging login, if you're an Imaging-only user) after installing it:Fully customizable topics, such as Investments or Taxes and subtopics, such as Action Items or Client To Dos, help you build your financial advice organization system — your way. Financial Planning tools. Redtail Imaging - provides financial professionals with an efficient method of paperless document management and. For more information about the encryption process,. Tracking the value you provided, the goals of clients or what you have to discuss in future meeting should be easy. Redtail is bringing next-generation technology to the financial advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN! Points of Integration Enter your Redtail Username and click Send verification email. Adding Contacts to this folder in Outlook will create them as new in Redtail CRM. If you can keep these six things in mind, you will have a smooth, effective Redtail experience: 1. would like to have some controls over what emails employees can view within the CRM. Price is per user / month. (Redtail) How do I link documents in a contact's CRM Document Storage to one (or more) of their accounts?. Then, you need to establish the link between the two programs. Login and Subscription Pages *Updated: We’ve subtly changed the layout/design of the login and subscription pages within Redtail CRM. ACTIVATING YOUR IMAGING SUBSCRIPTION. Redtail Technology offers web-based Client Relationship Management (CRM), email and imaging solutions for financial advisors. About: Redtail Technology, Inc. With Redtail's Calendar, you have the option to set your default view as either a Day, Week or Month view. support@redtailtechnology. Login to manage your Redtail CRM integration. Clicking the Orion Portfolio tab in the Accounts area of Redtail CRM for one of your individual clients will display that client’s Portfolio Summary from. Please enter your User ID and Password, then click Submit. Fully supported on web and mobile. Note: these options are user-specific, and will take effect in your database only under your login credentials. For each message, you'll then have options to:We track these errors automatically, but if the problem persists feel free to contact us. Redtail has a highly trained Welcome Team to ensure that an advisor’s transition to Redtail CRM is a smooth one and allows them to hit the ground running. 2 to inquire OR email plans@redtailtechnology. Setting up and using these templates will allow you to save your brainpower and your time for focusing on the. Redtail Technology is an industry leader in software for Customer Relationship Management, DocumentUsers_Login verifies a user's credentials and creates an active instance of the user inside of Redtail. Contact: 800-206-5030 support@redtailtechnology. Select Redtail from the list. Redtail Technology > News > Release Notes. Google Apps: Setting up Journaling. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. We need to be able to track the people who cancel and do not show up for appointment. Register for a live Redtail CRM demo. We were, in fact, the first web-based CRM solution built solely for advisors, and advisors have remained our sole focus since our founding in 2003. Model management and trading. Login to MyCopytalk. To begin setting up an Email Template, select Manage Your Account after clicking your Name from the Top Right Menu within Redtail: Then, click “Email Templates” in the Manage Templates area: You’ll then see existing Email Templates in your database (if any): Click “New” and you’ll arrive at the modal where you can begin setting up. Go to your settings at the top right within Orion Planning and navigate to the integrations tab. Some users have mentioned Redtail lacks a modern feel with more capabilities. Login. support@redtailtechnology. Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited. support. Now, advisors can transfer data between firms to reduce redundant entry and provide up-to-date client and account data within the Redtail CRM interface. Redtail CRM Updates and Tools to Assist with Reg BI and Form CRS ComplianceDocuSignFor Redtail Integration when using Google Calendar or Microsoft Outlook / Office 365 / Exchange as your primary calendar, Click Here. While viewing a contact in Redtail CRM, click the integrations option:. So you want to connect Microsoft Outlook to Redtail CRM? You can do it with Zapier!Zapier is a no-code automation tool that empowers you to automate your wor. (Redtail CRM is currently the only available integration for Speak). Posted by: Redtail Technology. Could Redtail generate a reminder email (or even text message) to clients 24-48 hours prior to a scheduled appointment? The reminder would be generated by the calendar appointment and be sent to the email or phone number within the. Contact Redtail Technology with questions regarding web-based Client Relationship Management (CRM) software - 800-206-5030. Simply click Begin Setup . Redtail frequently releases new features and updates. We are glad we can now offer you further efficiencies for both of these common tasks through the introduction of Note and Activity Templates. The Redtail CRM app is free-to-use for subscribers. View individually or view multiple users’ calendars at once. Live in Five Playlist - A Guide for New Users. 2. Without leaving the Redtail platform, Redtail subscribers may view:★ Retriever Cloud for Office 365 and Redtail Hosted Email ★ Retriever Cloud for Google ★ Retriever Cloud for Microsoft Exchange users. 2379-OAT-12/8/2022. Simply enter your Redtail account information in the Quik! Forms App account settings. Redtail CRM vs. (15min minimum) Has options to sync one way only if needed from Redtail to Outlook. com. Can connect to the default email calendar in Outlook. AdvisorEngine CRM. Redtail’s CRM provides financial providers with a seamless and tailored CRM solution, including automatic processes to maintain workflow. 3 Billing: Mon-Fri 6am-3pm Pacific Time Redtail support takes great pride in being available through multiple channels to help Redtail users whenever they may need assistance. However, without the right capture and archiving solution in place to govern its usage, tools like this open the door. " After this initial login, going forward you'll automatically be signed into FMG. 2 Support:. Uptime over the past 60 days. Sync contacts via Quicklists. NET Framework 4. Retail Crm - If you are looking for integrated software with perfect customer service then try our trusted service. Number of Views 32 (Redtail) Calendar Syncing. To become a subscriber and make sure you never miss an issue, sign up here. We would like to show you a description here but the site won’t allow us. Manage Your Account: Note Templates. NEW: Site Navigation In Redtail Imaging. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Don’t forget to add comments to other ideas to let us know how your firm might use a feature better! For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology. Using your Redtail CRM data with Quik! is easy. Click the question mark icon on the top right >. Oct 20, 2023 Knowledge. Find the “Redtail” tile and click on it. By using the API, you agree not to: (i) modify, prepare derivative works of, or reverse engineer, our API, Services, or technology; (ii) use our API or Services in a way that abuses or disrupts our networks, security systems, user accounts, or the Services, as determined by Redtail; (iii) access or use the API for fraudulent or illegal purposes. To establish your integration with FMG Suite, click the FMG Suite option accessible from your Integrations menu in Redtail. Call Copytalk Support at 866. Add an Assistant Login. Work Smarter | Redtail Technology, Inc. Redtail Technology, Inc. To add options to your status or source list, login to Redtail CRM and go to Manage Your Account → Manage Database Lists. is a leader in web-based Client Relationship Management solutions for financial advisors. To begin setting up a Note Template, select Manage Your Account after clicking your Name from the Top Right Menu within Redtail: Then, click “Note Templates” in the Manage Templates area: You’ll then see existing Note Templates in your database (if any): Click “new” and you’ll arrive. Redtail Essentials: Contact Record Video. (Redtail) Verifying your Account Information on Login - FAQ. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Next, within Redtail’s Web Links area, click the new button in the top right corner (which you can see above). Redtail CRM is a web-based system that enables financial professionals to manage prospects and clients. IMAGING Access, First Steps and Site Navigation.