Redtail’s communication solution, Speak, offers a compliant way for you to text message your clients and collaborate with your staff in real-time.
In addition to being available from within Redtail CRM, Redtail Speak is also available in app form. This means that you will have access to all of your conversations in Speak via the app as well as inside of Redtail CRM. Additionally, you'll get notifications on your phone when a new Speak message is sent to you and can respond from within the app while on-the-go (examples of what these notifications look like on your home screen and within the app itself are below):
Some of the features of the app include:
• Speak, which also functions as a chat solution within the CRM, serves as a collaborative communication platform for advisors and staff in the office or on-the-go.
• Everything that is sent through Speak is automatically archived—everything is searchable. Institution-level searching is also available.
• Send and receive attachments—images, Office files, etc. View images inline, with no need to download.
• Unlimited Public Rooms for group team chats and unlimited private Team Rooms for one-on-one conversations with other team members
• Message delivery confirmation, Client Rooms, secure texting to clients, chat history with clients linked to their contact record (and accessible with one click), and the ability to customize invitation message to clients.
• Integrated with Riskalyze (Risk Numbers), full emoji support, and direct integration with Redtail CRM.