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?
Adam helped answer all of my questions and even brought items to my attention that I hadn't anticipated yet. This was a very good experience, and I'm looking forward to continuing to work with Redtail!
Sarah was exceptional! I didn't clearly explain what I needed and she helped me to figure everything out and get it to work in the way that is best for our team. Very patient, professional and kind. A pleasure to work with!
Toney was FANTASTIC! I truly LOVE working with the Redtail tech team because they take on special projects like they are great nuggets to be shared with all your clients -- which they are! I have NEVER had a bad experience with the RT Tech Team - and today's experience was exceptional!
Thanks for the quick reply and helpful, straightforward information (especially for anticipating my next question…)! Redtail continues to set the bar by which we judge all other of our B2B solutions providers!
Tips from Redtail’s Training Team: How to Handle . . . Prospecting
Every growing business needs to foster new leads to thrive. By leveraging tools within Redtail CRM, you can make prospecting less strenuous and time consuming.
October 14, 2021
Rules for Advisors to Survive Zombieland: Rick Williamson’s presentation from FIS 2021
We are excited to be able to share the Rules for Advisors to Survive Zombieland session that Ricky Redtail presented to Riskalyze’s Fearless Week participants.
October 8, 2021
Practice Management Takeover with Kate Guillen, Founder of Simplicity Operations Management, on Oct 12
Adapting processes for in-person and virtual meetings. Join us for this Practice Management Takeover on October 12.
October 8, 2021