Contact: 800-206-5030
support@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
Cost-effective, feature-rich, customizable, and highly automated, Redtail CRM assists you in every aspect of your client relationships.
The impacts of COVID-19 are being felt everywhere. In consideration of our staff’s safety and health, our teams will be working from home until further notice. We remain committed to providing excellent service and support through these uncertain times.
Our support hours will be unchanged: Monday through Friday, 5am – 5pm Pacific. Thank you and please be healthy and safe.
Redtail Technology
What else does Redtail offer?
Redtail integrates with hundreds of industry partners.
More about Redtail
What do raving fans say?
Thank you so much for an amazing CRM! I wanted to express my team's love for what you all do and the system you keep running for us which remains so integral to our practice!
She was great and def helped me get started. I'm looking for the same "hand holding" to help me implement Redtail and be as efficient as I can be.
Paul was exceptional. He was patient, kind, and knowledgable. He was not only willing, but able to explain things multiple times in multiple ways until I understood. He fixed the problem I called about AND improved my system at the same time. Thank you, thank you!
Very personable, helpful and called back when our call got dropped. This is SO appreciated when there are many overseas call centers that would never do that so the customer (me) has to start over & most likely will not get to the same person, meaning starting over with the issue at hand & wasting time.
Updated integration with Zapier!
Updates include new Action and Trigger events available within Redtail CRM that you can use with Zapier to connect other web applications.
July 27, 2021
Redtail’s Director of Training, Rick Williamson, has cognitive bias on his mind
WealthManagement.com recently published Rick Williamson’s piece, “Three Cognitive Biases That Could Be Hacking Your Culture”. Here, he offers some additional thoughts on the topic.
July 20, 2021
Best Practice Partner Spotlight – AdvicePay on July 20
Join this webinar on July 20 to learn how to expertly handle payments and track client billing preferences with AdvicePay and Redtail CRM.
July 16, 2021