The Redtail Client Relationship Management (CRM) platform is a product designed expressly with financial professionals in mind. It's web-based service is designed to meet the needs of financial advisors through its subscription service with no software installations required. Redtail's CRM allows view and manage your contacts and their information easily, and with an intuitive interface to interact with email correspondance (archive, note, form reports). Costs start at $65/month for up to 15 users per database and includes disaster recovery, custom exporting options, reminders, mobile apps and more.
Using the Redtail CRM API, you can manage contacts, addresses, notes, accounts, calendars, settings and more. REST based, with returns in JSON, and GET and PUT as supported methods.
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