Client portal integrated with Redtail CRM, offering document sharing, contact information management, appointment scheduling, and secure messaging. Focuses on improving client-advisor communication.
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
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Lead Capture Automation Automatically imports leads from multiple sources (website forms, email, social media, etc.). |
The portal allows integration with Redtail CRM, supports importing new leads via Redtail, and offers form-based onboarding for new clients. Likely supports lead capture from multiple sources at least via CRM integration. | |
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Contact Database Capacity Maximum number of contacts or leads the system can manage. |
No information available | |
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Duplicate Detection Ability to detect and merge duplicate leads or contacts. |
Redtail CRM has duplicate detection; the client portal inherits CRM's backend management for deduplication. | |
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Custom Fields Allows creation and editing of custom data fields for contacts/leads. |
Redtail allows custom fields for client records and this is surfaced in the portal for enhanced client data management. | |
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Lead Assignment Rules Rules to automatically assign leads to specific users, teams, or workflows. |
No information available | |
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Bulk Import/Export Enables bulk uploading or exporting of contacts/leads via CSV or other formats. |
Bulk import/export is supported via Redtail CRM backend, which the portal connects to. | |
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Lead Segmentation Ability to categorize leads by region, value, source, or other attributes. |
No information available | |
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Activity Timeline Comprehensive timeline of all lead-related activities and interactions. |
Portal offers a timeline/history of messages, document sharing, and appointments. | |
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Contact History Tracking Tracks history and status changes for each contact. |
Tracks all client communications and status changes via the portal and synced with CRM. | |
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Relationship Mapping Visualizes and tracks relationships between contacts/organizations. |
No information available | |
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Lead Notes & Comments Log notes and comments on individual leads or contacts. |
Supports secure client-advisor messaging and client note logging. | |
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Merge & Deduplicate Leads Supports merging and cleaning up duplicate leads. |
Merge and cleanup of duplicate leads/clients is a feature within the core CRM platform, inherited in the portal. | |
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Tagging & Labeling Ability to tag or label contacts for easy organization and retrieval. |
No information available | |
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Smart Search Provides intelligent search functionality within contact and lead records. |
CRM offers smart search over contacts and records, which is made available in the portal. |
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Customizable Pipelines Allows creation and configuration of sales/pipeline stages. |
No information available | |
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Multiple Pipelines Support Enables managing multiple sales processes or pipelines simultaneously. |
No information available | |
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Opportunity Tracking Tracks individual deals or opportunities, with value and forecast probability. |
No information available | |
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Pipeline Visualization Provides visual tools (e.g., Kanban) for viewing pipeline status and progress. |
No information available | |
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Stage Automation Automates movement between pipeline stages based on criteria. |
No information available | |
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Deal Value Forecasting Calculates expected value and win probability of pipeline opportunities. |
No information available | |
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Historical Pipeline Analytics Provides insights and analytics over past pipeline activity. |
No information available | |
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Deal Age Tracking Tracks how long each opportunity spends at each stage. |
No information available | |
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Lost/Won Deal Analysis Allows analysis of reasons for won or lost deals. |
No information available | |
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Customizable Opportunity Fields Supports additional data fields for opportunities in the pipeline. |
No information available | |
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Linked Contacts & Accounts Connects pipeline opportunities to relevant contacts and organizations. |
All portal activity (documents/messages/appointments) are connected to the client's Redtail CRM record. | |
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Activity Reminders Automated reminders for follow-ups and tasks within the pipeline. |
Appointment scheduling has built-in reminders within portal workflows. |
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CRM Integration Ability to integrate natively or via API with CRM platforms (e.g., Salesforce). |
Portal is a native extension of Redtail CRM, so is tightly integrated; also offers API possibility for integration with other CRMs. | |
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Email Integration Syncs with email platforms (Gmail, Outlook) for communication tracking. |
Redtail portal supports sending/receiving secure email notifications and logs communications. | |
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Calendar Integration Connects with calendar apps for meeting scheduling and reminders. |
Appointment scheduling via the client portal syncs with advisor calendars (e.g., Outlook, Google Calendar). | |
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Marketing Automation Integration Connects with marketing automation platforms (e.g., HubSpot, Marketo). |
No information available | |
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Social Media Integration Imports leads from and tracks interactions on social media platforms. |
Portal allows connecting client social media profiles, and CRM offers social media lead integration. | |
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Financial Platform Integration Connects with financial planning, portfolio management, or advisory systems. |
Designed for financial advisory market, integrates with financial planning and portfolio management tools. | |
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API Accessibility Provides open API for custom integrations. |
Redtail provides a REST API for integration and extensions; the portal can make use of custom integrations. | |
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Webhooks Support Able to send real-time data to external applications via webhooks. |
No information available | |
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Data Import/Export Tools Supports data transfer between systems via standard files (CSV, XLSX, etc.). |
Bulk import/export of client data, documents, and information supported through standard file formats. | |
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Mobile Application Integration Synchronizes data and workflow with mobile apps. |
Redtail has mobile apps that sync workflow, contacts, and portal information. | |
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Phone/VoIP Integration Logs and tracks calls through VoIP or telephony integration. |
No information available |
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Workflow Automation Builder Visual tool for creating automated workflows and triggers. |
No information available | |
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Scheduled Reminders Automated reminders for follow-ups, renewals, or scheduled activities. |
Automated appointment reminders and client notifications are standard. | |
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Drip Marketing Campaigns Automates nurturing campaigns with sequences of communications. |
Not as far as we are aware.* No indication of drip campaign builder in client portal – it is focused on 1:1 client messaging and not bulk campaigns. | |
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Task Automation Automatically creates tasks based on lead actions or criteria. |
No information available | |
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Conditional Logic Automation Processes actions based on IF/THEN logic set by users. |
No information available | |
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Notifications Automated notifications for team or individual activities. |
Portal supports automated client, advisor, and task notifications. | |
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Lead Scoring Automation Automatically scores leads based on behavior and engagement. |
Not as far as we are aware.* Lead scoring is not a documented feature for the client portal focus; it's expected more in lead gen platforms rather than client portals. | |
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Approval Workflows Routes deals, tasks, or leads for managerial approval based on rules. |
No information available | |
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SLA Management Tracks and enforces service-level agreements with automated escalations. |
No information available | |
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Automated Data Entry Uses AI or templates to suggest or auto-fill records. |
Redtail CRM and portal support templates to auto-fill common information during onboarding. |
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Bulk Email Sending Allows sending personalized emails to large groups of leads. |
No information available | |
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Email Templates Provides customizable templates for recurrent communications. |
Email templates available for advisors to communicate with clients via portal or CRM. | |
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Email Tracking Tracks opens, clicks, and replies on sent emails. |
Tracks email opens/replies as part of client communication logs. | |
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SMS/Text Messaging Allows sending and tracking text/SMS messages to/from leads. |
No information available | |
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Click-to-Call Enables direct calling from within the platform. |
No information available | |
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Meeting Scheduling Allows leads to self-schedule meetings with advisors or staff. |
Allows self-scheduling of meetings with advisors via the portal. | |
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Video Meeting Integration Integrates with video conferencing tools (e.g., Zoom, Teams). |
Integrates with Zoom/Teams for video conferencing. | |
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Personalization Tokens Insert dynamic data (name, company, etc.) into communications. |
Personalization (name, company, meeting links) supported in client communications. | |
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Conversation History Maintains a record of all communications per lead. |
All communications and document exchange per client is kept in a log. |
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Dashboard Customization Users can customize reporting dashboards by metrics and KPIs. |
No information available | |
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Lead Source Attribution Tracks which channels generate the most leads and conversions. |
CRM and portal both track source attribution for new clients/leads. | |
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Conversion Funnel Analysis Analyzes drop-off and conversion rates through pipeline stages. |
No information available | |
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Activity Reporting Tracks call, email, meeting, and task activity per user or team. |
No information available | |
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Performance Benchmarking Benchmarks team and individual performance. |
No information available | |
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Real-Time Reporting Generates up-to-date reports from live data. |
No information available | |
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Custom Report Builder Users can build custom reports and analytics. |
No information available | |
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Scheduled Report Delivery Automatically sends reports to stakeholders on a schedule. |
Portal/email can deliver scheduled activity, appointment, and summary reports. | |
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Export Reports Exports reports in various formats like PDF, Excel, or CSV. |
Exports client data and reports to PDF, Excel, and CSV. | |
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Goal Tracking Allows setting and monitoring of sales or meeting goals. |
Goal/appointment tracking visible to both client and advisor. |
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Encryption at Rest Data is encrypted when stored on servers. |
Redtail uses encrypted storage for client data, meeting industry compliance standards. | |
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Encryption in Transit Data is encrypted during transmission (e.g., SSL/TLS). |
Data in transit is encrypted using SSL/TLS as per standard for the financial industry. | |
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Role-Based Access Control Restricts access based on user roles and permissions. |
Portal/CRM platform has granular user role and permission setup. | |
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Audit Trails Records all user activity for compliance and security monitoring. |
Comprehensive audit trails are maintained for all user/client activities for compliance. | |
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Data Backup & Recovery Automated data backup with restoration capability. |
Automatic backup and recovery procedures documented for the Redtail platform. | |
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GDPR/CCPA Compliance Tools Features to help meet regulatory privacy requirements. |
Platform emphasizes features for regulatory compliance, including GDPR and CCPA. | |
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Two-Factor Authentication Additional security layer requiring secondary login verification. |
Supports two-factor authentication for client and advisor logins. | |
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Data Residency Options Choice of where customer data is physically stored. |
No information available | |
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Single Sign-On (SSO) Supports secure authentication via SSO providers. |
Single sign-on (SAML/OAuth) integrations are supported for enterprise clients. | |
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PII Masking & Redaction Can mask or redact personally identifiable information in records. |
No information available | |
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User Session Timeout Automatic logout after period of inactivity. |
Automatic user session timeouts after inactivity are standard in the portal UI. |
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Mobile App Availability Has a dedicated native mobile application (iOS, Android). |
Dedicated mobile app for Redtail CRM integrates client portal functionality. | |
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Mobile Web Responsiveness Core functions accessible and usable via mobile web browser. |
Client portal is mobile-responsive and accessible via mobile web browsers. | |
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Offline Functionality Use core features without an active internet connection. |
No information available | |
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Push Notifications Receive real-time notifications on mobile devices. |
Portal and mobile apps offer push notifications for appointments, messages, and tasks. | |
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Geo-tagging Records locations of client meetings or activities. |
No information available | |
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Voice-to-Text Notes Allows verbal input for contact notes or follow-ups. |
No information available | |
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Photo Uploads Attach photos or business cards from a mobile device. |
No information available |
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UI/UX Customization Customizable layout, color schemes, and display settings. |
No information available | |
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Custom Dashboards Build specific dashboards for different user roles or teams. |
No information available | |
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Custom Workflows Tailor workflows to match business processes. |
Redtail offers customizable workflows for advisors and office staff around portal usage. | |
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Language Localization Offers multiple language options for the interface. |
No information available | |
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Accessibility Features Supports users with disabilities (e.g., screen readers, keyboard nav). |
No information available | |
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Bulk Edit Tools Allows batch editing of multiple leads/contacts at once. |
Bulk edit/import/edit options available via CRM and surfaced in portal when appropriate. | |
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Contextual Help In-app user guides, tooltips, and onboarding tips. |
The portal includes in-app onboarding, tips, and user guidance. |
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Guided Onboarding Automated or assisted onboarding for new users. |
Guided onboarding for new clients and advisors is part of the portal setup. | |
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Knowledge Base Comprehensive online documentation and FAQs. |
Extensive online knowledge base and FAQ available for portal and CRM. | |
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Live Chat Support Live support chat available within the platform. |
Live chat support accessible via portal or Redtail support pages. | |
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Phone Support Telephone support for urgent issues. |
Phone support available to Redtail CRM/portal users. | |
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Ticketing System Submit and track support tickets. |
Ticket system available for issue escalation in portal and CRM support. | |
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Video Tutorials Access to training and explainer videos. |
Training and explainer videos provided for onboarding and using portal features. | |
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User Community Forum Active online user forum for peer support. |
Active community forum available for Redtail users. | |
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Dedicated Account Manager Assigned support contact for business accounts. |
Larger accounts/enterprises are assigned a dedicated account manager. |
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Free Trial Availability Offers a free trial for a certain period or user limit. |
Free trial for new Redtail CRM and/or portal users as documented on vendor site. | |
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Flexible Pricing Plans Provides multiple subscription or licensing options. |
Multiple pricing tiers, including volume-based and team-based plans. | |
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User Scalability Maximum number of user seats supported per account. |
No information available | |
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Storage Scalability Maximum data storage supported per account. |
No information available | |
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Usage-Based Pricing Option to pay based on usage (contacts, emails, storage, etc.). |
No information available | |
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No Long-Term Contract Subscription can be canceled at any time without penalty. |
Subscriptions can be canceled monthly. No long-term commitment required. | |
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Volume Discounts Reduced pricing for higher usage or user counts. |
Special pricing available for high-volume or enterprise accounts. | |
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Third-Party Add-On Pricing Transparent pricing for integrations and add-ons. |
Integration/add-on marketplace—clear add-on and partner pricing listed. |
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