It’s easy, just sign up and send the form to your clients in minutes.
Fill out the form on any device that has access to the web.
Easily keep client records up to date with configurable update periods.
Show only wanted fields or optionally indicate fields as required. Adapt the forms to include only the information you need or simply sign up and send!Start your FREE 30-day trial
Red Capture can use any User Defined Fields setup in Redtail CRM as an input field. Updates to your client records will create a note in Redtail CRM so you know your records are up to date.Start your FREE 30-day trial
Red Capture can automatically send existing clients the Client Information Form to update their information in Redtail CRM on a configurable periodic basis. Keep in compliance by automatically keeping client records up to date.Start your FREE 30-day trial