{"name":"redtail-technology","domain":"redtailtechnology.com","url":"https://optimly.ai/brand/redtail-technology","is_claimed":false,"categories":["sales-crm"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"Purpose-built for the financial services industry, offering a comprehensive suite of CRM, communication, and document management tools with a strong emphasis on compliance and extensive integrations with 100+ industry partners. Strong focus on support and training for advisors.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://redtailtechnology.com","updated_at":"2026-10-04T00:03:37.730000+00:00"},{"key":"description","label":"Description","shape":"text","content":"Redtail Technology provides a CRM platform purpose-built for financial advisors, offering tools to manage client relationships, automate workflows, simplify compliance, and integrate with other industry tools. It also offers secure communication, document management, and email archiving solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://redtailtechnology.com","updated_at":"2026-10-04T00:03:37.730000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Redtail CRM (relationship management\nworkflow automation\ncompliance)\nRedtail Speak (secure\ncompliant text messaging)\nRedtail Imaging (CRM-integrated document management)\nRedtail Email (automatic email archiving).","source_type":"1p_website","source_label":"Brand's website","source_url":"https://redtailtechnology.com","updated_at":"2026-10-04T00:03:37.730000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Subscription-based, with a 30-day free trial available.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://redtailtechnology.com","updated_at":"2026-10-04T00:03:37.730000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial Advisors, Operations and Support teams, Broker-Dealers, and financial firms of all sizes (solo practices to enterprises).","source_type":"1p_website","source_label":"Brand's website","source_url":"https://redtailtechnology.com","updated_at":"2026-10-04T00:03:37.730000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:03:37.730000+00:00","last_changed_at":"2026-10-17T23:19:04.100447+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=0dba3299-ac23-4641-a223-334a092e9d75"}