Redtail CRM

Redtail CRM

You need to track and manage user data from all your Data Processors. It’s a simple process with LegalSite, you can select companies from our extensive index. Just send a request through the app and have files automatically uploaded.

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Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

About Redtail CRM

Redtail CRM is a popular CRM tool that many companies use to handle their customer information and communications. It have 45 million users world wide and is used in many sectors.

How Redtail CRM works with LegalSite

LegalSite connects to Redtail CRM via , which means you can easily import and sync your data.

Automation is extremely important to make sure your legal and privacy compliance is optimal at all times.

Using this integration with Redtail CRM your customer relationship management will seamlessly fit your legal and privacy procedures.

It’s easy to get started. Try it for free!

The free edition allows you to launch your LegalSite including all features 
for getting your terms & conditions page and privacy policy page in place.