Redtail CRM (Tailwag Version) for iOS

Redtail CRM is a mobile application designed for advisors to manage client relationships and data effectively. This free, cloud-based CRM offers features that facilitate contact management, calendar access, and task organization directly from an iPhone. Users can synchronize their client information and activities seamlessly, allowing for improved productivity whether in the office or on the go.

The application provides a user-friendly interface with calendar views in Day, Month, or Week formats, along with an expandable agenda for daily activities. Users can manage tasks efficiently, including creating, editing, and deleting activities, with convenient access to contact information for direct communication via phone, text, or email. Overall, Redtail CRM serves as a dependable tool for advisors aiming to enhance their client management processes.