Redtail Speak
2.4
1
We know that you’re looking for ways to solidify your client relationships through more effective engagement and by providing a higher level of service. Redtail’s solution, Speak, offers a compliant way for you to text message your clients and collaborate with your staff in real-time.
Ask anything of Redtail Speak with Workflos AI Assistant
https://corporate.redtailtechnology.com/
Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
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Redtail Speak Plan
Email
8
1 Account Month
NA
Complimentary importing
100% email retention
Redtail CRM integration
No storage limits
Meets and exceeds SEC/FINRA regulations
POP3 or IMAP accounts
MAPI accounts
Webmail client
Anti-virus and spam protection
Free support
Speak
79
1 Database Month
NA
Unlimited messaging
Embedded within your CRM
Communicate with clients via text and with staff via chat
Client communication is tied to their contact record
Secure, encrypted and compliant—subject to your BD’s approval
Everything sent through Speak is automatically archived, and everything is searchable
Institution-level searching is also available.
Send and receive attachments, which are viewable inline.
Integrated with Riskalyze (Risk Numbers)
Imaging
49
10 Gigabytes Month
NA
10 GB Storage
$4 per month per additional GB
Hardware and software overview
Easy image access
Image retention policy
Audit trails
Offsite archives
Backup
Security
Free support
Redtail CRM
99
1 Database Month
NA
Unlimited leads, contacts, reminders, and tasks
Complimentary database conversions
Broadcast emails
Free Mobile app
Custom exporting
Access anywhere, anytime
Backup and disaster recovery
Document management
Workflow processes
Categorize and tag client records
Detailed reports
Seminar management
Free support
SSO Free Forever
Manage Google Analytics, Intuit Mailchimp, ActiveCampaign for Marketing, HubSpot Marketing Hub, Hootsuite, Sendinblue, Birdeye, Semrush, OptiSigns, Cvent with SSO
