Redtail CRM is a comprehensive customer relationship management solution tailored for financial advisors. As the #1 CRM in market share, it provides a suite of tools designed to streamline operations, enhance client relationships, and drive business growth. The platform integrates seamlessly with Orion's ecosystem, offering a unified experience for managing client data, tracking opportunities, and analyzing performance metrics.

Key Features

Intelligent Workflows Automate and customize processes to increase efficiency

• Create custom, automated workflows
• Streamline tasks and ensure nothing is overlooked

Opportunity Tracker Monitor and analyze sales pipeline in real-time

• Identify potential opportunities
• Track progress of sales activities

Seminar and Event Management Organize and track client engagement activities

• Manage seminars, events, and campaigns
• Easily monitor attendance and outcomes

Comprehensive Reporting Generate insightful reports on key performance indicators

• Access standard reports or create custom ones
• Deliver data-driven insights for business decision-making

Benefits

Increased Productivity Streamline operations and automate routine tasks

• Reduce time spent on administrative work
• Focus more on client relationships and business growth

Enhanced Client Relationships Centralize client data and interactions

• Access comprehensive client information in one place
• Provide personalized service and timely follow-ups

Seamless Integration Connect with Orion's portfolio management tools

• View portfolio information within the CRM
• Create a cohesive tech-driven experience for advisors