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What Is RedTail?
RedTail is a leading CRM platform built specifically for financial professionals. It helps advisors centralize client data, streamline communication, and automate key touchpoints, saving time and elevating client experiences.
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At FourStar, we recommend RedTail to advisors looking to bring consistency, scalability, and personalization to their practice operations.
Why Advisors Love RedTail
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Centralized client contact management
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Task & workflow automation
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Pre-built email templates & client reminders
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Activity tracking & compliance logs
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Calendar integrations
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Easy-to-use mobile access
RedTail Optimization Support
We don’t just recommend RedTail we help you get the most out of it.
In-house support team will:
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Set up and customize your RedTail dashboard
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Import and organize your contact database
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Configure automations for client onboarding, reviews & birthdays
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Train your team on daily use best practices
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Integrate RedTail with your marketing calendar and other tools
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