Use Redtail to streamline your firm

CreativeOne has partnered with Redtail to offer discounted services.

In order to run an efficient business, it is imperative to have a system in place to streamline your customer database processes.  Being organized can directly impact your bottom line. The best part? All contracted agents can receive a discount through CreativeOne.

Already have a CRM? No problem. Redtail will provide you with one complimentary database import. Each subscriber gets one import from other common CRMs.

Do you work with Redtail already and not receiving this pricing? We can get that fixed.  Just called Retail directly and mention the promo code: Creative1.

 

What does Redtail offer?

 

Redtail customer relationship management (CRM) 

$85/month plus tax

Includes:

  • All available integrations.
  • Client management.
  • Multi-user calendaring.
  • Document management.
  • Account management.
  • Advisor-to-advisor sharing capabilities.
  • Mobile solutions.

 

Redtail IMAGING

$45/month plus tax

Includes:

  • Online secure document management.
  • 10 GB of secure storage.
  • Integration with Redtail CRM.
  •  

 

Redtail EMAIL

$8/month per mailbox plus tax

Includes:

  • POP3, MAPI and IMAP email access
  • Webmail access.
  • Secure archiving and retrieval of messages.
  • Integration with Redtail CRM

 

 

 

Download our flier for more information!

For more information, please contact your CreativeOne sales team at 800.992.2642.

© 2019 Creative One Marketing Corporation

MP-0564 – 2019/1/31

CreativeOne | 11460 Tomahawk Creek Pkwy. Ste. 200 | Leawood, KS 66211 | United States

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