3 Simple, more efficient ways to do what you LOVE
We have POWERFUL Tools to keep your Business Flowing
Red Tail's CRM provides a comprehensive solution for your business needs. Our platform allows you to streamline your operations by integrating multiple software functions into a single, unified system. Experience the convenience and efficiency of a one-stop CRM solution for your business.
As a certified monday.com partner, we offer a wide array of product training, consulting and implementation services customized to your business goals
As an affiliate partner Red Tail is able to offer you amazing discounts on all Quickbooks products. Click the link below to see how you can save with Red Tail Marketing.
Red Tail's CRM provides a comprehensive solution for your business needs. Our platform allows you to streamline your operations by integrating multiple software functions into a single, unified system. Experience the convenience and efficiency of a one-stop CRM solution for your business.
As a certified monday.com partner, we offer a wide array of product training, consulting and implementation services customized to your business goals
As an affiliate partner Red Tail is able to offer you amazing discounts on all Quickbooks products. Click the link below to see how you can save with Red Tail Marketing.
The #1 Business Management Solution & CRM
Communication Hub
Our software puts all of your customer communication in one spot. Seamlessly email, text and call from the computer or our app!
Appointments
A robust appointment scheduler, and calendar. Fully integrates with Google calendar & Outlook. Never miss an appointment again!
Social Media
Manage all of your social media in one place. Built in Social Media Planner helps you stay on top of your weekly posts all in one place!
Secure Payments
Take secure payments right in the communication hub. Text customers payment requests or send them invoices all from the same system.
Automated Reviews
Never forget to ask a customer for a review. Send it in the communication hub, or use our automations to request a review automatically.
Custom Reporting
Fully customizable reporting. Keep on top of all the data with unique reporting views. See your performance in real time!
Do you answer yes to any of these?
Are you struggling to maximize your efficiency?
Are you tired of constantly trying to keep your schedule full?
Do new connections get lost in the shuffle?
Does social media get put on the backburner?
Do you hate asking for google reviews?
Are you bouncing from website to website to manage your business?
Experience our CRM
with an expert
So, what's a CRM anyway?
You know that feeling when you're juggling a million things, trying to keep track of all your clients, their projects, those random notes you scribbled down... and it all feels like a chaotic mess?
Well, a CRM is like your trusty sidekick, swooping in to bring order to the chaos. Think of it as a super-organized digital notebook where you keep everything related to your clients. Contact info, project details, even those funny memes they shared - it's all there, easy to find and ready to help you build awesome relationships.
But here's the thing: Red Tail Marketing's CRM isn't just a CRM
Sure, it does all that basic client management stuff, but we've taken it to the next level. We've infused it with marketing superpowers! It's not just about tracking client relationships, it's about actively growing them.
Imagine having a tool that helps you understand your clients on a deeper level - their interests, their pain points, even their birthdays! With our CRM, you can create targeted campaigns that speak directly to their needs, making them feel truly seen and valued. Plus, you can track the success of every campaign, so you know what's working and what's not.
We're talking about turning those "one-and-done" clients into raving fans who can't wait to tell their friends about you. It's about building a community around your brand, and our CRM is the secret weapon that makes it all possible.
Ready to ditch the chaos and take your client relationships to the next level?
One platform. Limitless workflows.
Manage simple to complex projects and everything in between
Manage everything in one workspace
Planning, tracking, and delivering your team's best work has never been easier.
Streamline all communication
Keep all comments in the project environment so you spend less time chasing updates and more time supporting your team.
Streamline all communication
Keep all comments in the project environment so you spend less time chasing updates and more time supporting your team.
Build high-level overviews
Create your team's perfect high-level overview on a no-code platform to see all of your ongoing work at a glance.
Create a unified workspace by integrating 40+
tools you already use
Our Services
As a certified monday.com partner, we offer a wide array of product training,
consulting and implementation services customized to your business goals.
Licenses, product consultancy, and implementation
Onboarding and training
Custom development and Monday apps
We will work with you to map all of your internal operations and workflows to make sure you get exactly what you need and structure your monday.com account accordingly.
With hands-on implementations, we will continuously create customized solutions to meet your evolving needs.
We facilitate onboarding and training sessions for teams to ensure a smooth adoption and value gain from day one.
We will demonstrate how each team can customize workflows and boards to meet and exceed their unique business objectives.
With the deep knowledge of both monday.com and your business needs, we develop custom Monday apps, including views, automations, widgets and integrations with other tools within your organization.
Licenses, product consultancy, and implementation
We will work with you to map all of your internal operations and workflows to make sure you get exactly what you need and structure your monday.com account accordingly.
With hands-on implementations, we will continuously create customized solutions to meet your evolving needs.
Onboarding and training
We facilitate onboarding and training sessions for teams to ensure a smooth adoption and value gain from day one.
We will demonstrate how each team can customize workflows and boards to meet and exceed their unique business objectives.
Custom development and Monday apps
With the deep knowledge of both monday.com and your business needs, we develop custom Monday apps, including views, automations, widgets and integrations with other tools within your organization.
Let's work together
