Redtail is introducing a series of updates designed to strengthen its platform, enhance the user experience, and encourage a two-way dialogue with its advisor community. Following a period of significant behind-the-scenes development, the CRM provider is rolling out visible improvements alongside a new Early Access program aimed at increasing user feedback and product collaboration.
Laying the Foundation: Performance and Infrastructure Enhancements
Over the past several years, Redtail has focused on foundational improvements, including infrastructure upgrades and system optimization, to support future innovation. Recent performance enhancements are already live, including:
Contact Timeline Load Time: Reduced from 20–30 seconds to under half a second, enabling faster client history reviews.
Activities Dashboard: Now 20% faster, improving daily task and activity management.
Main Dashboard (“Today’s Page”): Load time nearly halved for a quicker start to the day.
Calendar View: Improved load speeds by approximately 30%, streamlining scheduling and event tracking.
Faster Logins: Redtail significantly improved the login process by optimizing token validation, cutting response time from 5 seconds to just 400 milliseconds. These backend enhancements have helped reduce overall login times from roughly 15 seconds to as little as 3–5 seconds in real-world testing.
Additionally, Redtail CRM users have begun to see refinements to the user interface, including cleaner visual elements, expanded workflow template libraries, and calendar feature upgrades.
Introducing Early Access: A Collaborative Development Model
To increase transparency and user input, Redtail has launched Early Access, a new feature development framework that invites CRM users to explore upcoming tools before they’re officially released. Unlike traditional beta programs, Early Access is open to all users and can be toggled on or off through the user’s Preferences settings.
Early Access is designed not just for early previews but for active collaboration. Feedback collected through in-platform surveys helps shape final releases. A recent example is the rollout of Dark Mode, which underwent refinements based on user input about text visibility and contrast before reaching full production.
All Early Access features run parallel to the core Redtail experience, ensuring full access to existing contacts, tools, and workflows.
Looking Ahead: What Redtail Users Can Expect
During a recent webinar focused on Early Access, Redtail shared several priorities and upcoming updates:
Rollout of self-service CRM database ownership changes
Continued workflow and automation enhancements
More regular roadmap communications
Expansion of Redtail User Groups, small communities working closely with the product team
New channels for user feedback and recognition of highly engaged contributors
These updates reflect Redtail’s ongoing commitment to deepening connections with its user base and driving platform evolution through shared input. By investing in transparency, performance, and collaboration, Redtail aims to deliver a CRM experience that reflects the needs and aspirations of today’s financial professionals.
More information about Early Access and future updates will be shared regularly through Redtail’s roadmap communications and webinars.
About Redtail
Founded in 2003 and acquired by Orion in 2022, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. Redtail is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low-cost and easy-to-implement applications and integrating with many of the industry’s most widely used tools. As a brand entity of Orion and a pioneer in the financial technology industry, Redtail is committed to helping advisors succeed by delivering streamlined technology and dedicated support. For more information, visit www.redtailtechnology.com.
