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.
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
Redtail Technology
What else does Redtail offer?
Redtail integrates with hundreds of industry partners.
More about Redtail
What do raving fans say?
TJ is awesome! I have no experience or knowledge when it comes to technology. He was exceptionally patient, yet knowledgeable, patient and he listened to what I said. He then explained the answer and answered my questions. Great job! I am happy I signed up for your CRM services.
Heidi was super friendly and helpful and identified the next step toward resolving my issue. I've since contacted NFS in order to begin the process of connecting their Wealthscape platform with our Redtail CRM and Heidi helped me figure out what I needed to do to get that done!
Julius went the extra mile for me in requesting 2 years' worth of compliance data. In addition to creating a ticket to go to the compliance team, he reached out with a phone call so the next team would know it was a time sensitive request. I appreciated his efficiency and excellent service in my call with him today.
Lacee was incredibly helpful and kind. I had questions about calendar syncing and the Redtail CRM. She made the most of our call and followed up afterward with the requested information and support articles/videos. I work with reps, internals, wholesalers, support people on a daily basis and she clearly stands out as exceptional. Thank You Lacee!
Practical projects for pandemic downtime: password managers and integrations
In this third post, we’ll consider some smaller projects (adding a password manager and setting up integrations) that you might take on to potentially yield huge efficiencies once in place.
July 7, 2020
Release Note Focus: Seminars are now accessible in Redtail CRM’s mobile app
We’re excited to announce that Seminars are now accessible in the Redtail CRM Mobile app, streamlining on-the-go event management more than ever before!
July 1, 2020
New integration with LeadTinker!
LeadTinker offers a plugin for Wordpress that will allow you to send contact form leads from your Wordpress site to Redtail CRM as contacts.
June 30, 2020