Electronic Signatures for
Redtail with GetAccept

GetAccept likes Redtail
Electronic signatures integrated

Integrate e-signatures directly in Redtail with GetAccept. eSign and track your documents to win more deals.

About Redtail

Redtail is a web-based client relationship management solution for the financial advisors.

About GetAccept eSignatures

Combine document tracking and e-signatures with GetAccept, add intelligent automation and see the difference in the number of signatures.

Work Smarter in Redtail

1
» Send your presentations

Send presentations and get valuable insights to understand customers. Know who opens and if it is forwarded. Secure and engaging way to present product material to customers.

2
» What's hot and what's not

Fuel your sales pipeline with insights and know what's hot and what’s not (for real). Focus on prospects who engage with your content and engage the ones who don't.

3
» eSign your contract

Use templates and send out contracts directly from Redtail. Record personal video to stand out. Electronic signatures accelerates the signing process with up to 8 times.

4
Archive your contracts

Automatically archive and index your contracts in one place. Signed contracts are securely stored where they belong, in Redtail, accessible for everyone.

41% higher close rate than traditional eSigning


Carl Carell, GetAccept Inc.

Companies like yours are using CRM Platforms and could apply our systematic eSigning and document tracking approach to increase document close rate with up to 83%.
Contact me to book a demo and I will show you how we can help you.

Carl Carell - Co-Founder & CSO, GetAccept