Redtail CRM Apk
Apk Infos
| Version | 2024.7.10 |
| Rating | 3.5/5, based on 206 votes |
| Size | 79 MB |
| Requires Android | Android 6.0+ (Marshmallow) |
| Author's Notes | The companion app to the Redtail CRM web version |
About Redtail CRM APK
Table Of Contents
Description
Access the day-to-day contact information, calendar items, and CRM capabilities necessary for you to manage your client relationships whether you’re in the office, on the road, up in the air, or walking the family dog.Redtail CRM was founded in 2003 as the first cloud-based CRM tailored specifically for advisors to provide anywhere, anytime access to their data and processes, an essential need in our increasingly connected world. Redtail CRM’s companion app aims to provide you with many of the tools from the CRM you access from desktop or laptop, in order that your ability to service your clients effectively remains consistent, no matter the device you are currently using or where you find yourself.
If you aren’t already a Redtail CRM subscriber, we welcome you to take advantage of our 30-day free trial! The Redtail CRM app is free-to-use for subscribers.
Using the Redtail CRM app, you can stay on top of meetings and opportunities and stay connected to your clients, your prospects and your team:
-Access your Redtail calendar, as well as the calendar of your other database users. View individually or view multiple users’ calendars at once.
-See your calendar in Day, Month, or Week (with expandable agenda view for each day of the week) views.
-Expand your activities to a card view on the today page to view relevant details. Quick completion or edit options are accessible from an activity’s card view (or with a left swipe on a non-expanded card).
-Create, edit, assign, complete and/or delete activities. The date picker for activities features days of the week along with the date in order to facilitate ease of selection.
-Add contacts and/or attendees to new activities. Edit contacts and/or attendees on existing activities.
-Easily access your Contacts A-Z page and your recently viewed contacts, or search your entire database of contacts.
-Quickly access your contacts’ activities, notes, accounts, contact card and details, important information, keywords and tag groups. Be prepared for every meeting, whether it occurs by schedule or by chance.
-Reach out to your contacts via phone, text or primary email from any page within their contact record.
-Click a contact’s address to access Maps and driving directions.
-Add notes to contact records. Adding notes during or directly after a client interaction allows you to document what is important before it can slip from your mind. This also means you aren’t leaving this all-important task to the end of the day, when there may be competing pressures for your attention.
-Add or edit activities, phone numbers, email addresses, physical addresses, social media addresses and/or website addresses for your contacts.
-View, edit or add new opportunities to your CRM.
About Redtail Technology:
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.
Latest updates
What's new in version 2024.7.10
Bug fixes and improvementsHow to install Redtail CRM APK on Android phone or tablet?
Download Redtail CRM APK file from ApkClean, then follow these steps:
Update Phone Settings
- Go to your phone Settings page
- Tap Security or Applications (varies with device)
- Check the Unknown Sources box
- Confirm with OK
Go to Downloads
- Open Downloads on your device by going to My Files or Files
- Tap the APK file you downloaded (com.redtail-v2024.7.10-ApkClean.apk)
- Tap Install when prompted, the APK file you downloaded will be installed on your device.
Older Versions
| 2024.7.10 (1720455503) | 79 MB |
| 2024.6.13 (1718207938) | 79 MB |
Questions & Answers
Q: What is an APK File?
A: Just like Windows (PC) systems use an .exe file for installing software, Android does the same. An APK file is the file format used for installing software on the Android operating system.
Q: If I install an APK from this website, will I be able to update the app from the Play Store?
A: Yes, absolutely. The Play Store installs APKs it downloads from Google's servers, and sideloading from a site like ApkClean.net goes through a very similar process, except you're the one performing the downloading and initiating the installation (sideloading).
As soon as the Play Store finds a version of the app newer than the one you've sideloaded, it will commence an update.
Q: Why ApkClean.net can guarantee APK 100% safe?
A: Whenever someone wants to download an APK file from ApkClean.net, we'll check the corresponding APK file on Google Play and allow user download it directly (of course, we'll cache it on our server). If the APK file does not exist on Google Play, we'll search it in our cache.
Q: What are Android App permissions?
A: Apps require access to certain systems within your device. When you install an application, you are notified of all of the permissions required to run that application.
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