Accessing Redtail

ClientWorks users have two methods available to them to access their Client and Account data if they are Redtail CRM subscribers. Let's take a look at each of these below:

Access Through ClientWorks

If you need access through ClientWorks only, after logging in client and account details can be viewed in Client Management.

Direct Access

To access Redtail from your ClientWorks account, click the ClientWorks menu icon and then select Tools


After making that selection, you'll see that Redtail is one of your options:


After clicking Redtail (CRM) here, you will Single Sign-On directly to the Overview page of your Redtail CRM on a new tab within your browser: 


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