$85  /month  per database (up to 15 users). Use promo code CGCRM to access your discounted pricing exclusive to Carson Coaching members.

Product Overview: CRM

Redtail CRM is cost-effective, easy-to-use and tailored for today’s financial professional. View our demo now and we believe you’ll quickly see how Redtail can help you streamline your business and strengthen your client relationships.

Redtail CRM Mobile App

Redtail’s free mobile app keeps you connected to your CRM data, even when you don’t have access to a computer or a tablet. If you have your phone on you, Redtail Mobile means you’re in business!

Redtail Essentials: Workflows

Workflows are automated processes you can design within Redtail to match the processes you already use in your practice. By setting these up within Redtail, you create a trail of accountability for each task that is a part of your Workflows while also making sure that nothing falls through the cracks.

Reg BI: Tools and Strategies to Meet the New Standards

Redtail CRM already has a number of existing solutions to help you keep track of the communication you have with your clients regarding these rules, and we’re rolling out more! Last year, the SEC approved the Regulation Best Interest (Reg BI) Package which updates market conduct standards. Find out how CRM technology can help you meet these new standards.