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Redtail CRM

Redtail CRM is a web-based, full-featured and easy-to-use client relationship management (CRM) solution designed for financial professionals. FFEC has partnered with Redtail to bring this CRM solution to our Financial Advisors at a discounted rate. With Redtail, an advisor can categorize and tag client records, sort and run reports, provide multi-user calendaring, automated reminders, and broadcast emails. Redtail provides a free database conversion and online training. They offer seamless integration with top names like MoneyGuidePro and Laser App Software.

Learn more about Redtail CRM.