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
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Redtail integrates with hundreds of industry partners.
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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!
New integration with Lightspeed Voice!
Lightspeed’s integration with Redtail includes a screen pop of the contact on inbound calls, insertion of a note with call duration and who answered it, and a link to the recorded call.
July 29, 2020
Practical projects for pandemic downtime: starve your distractions, feed your focus
In this final post of the series, we’ll consider the importance of focusing on the essentials and offer three places you can start.
July 28, 2020
Release Note Focus: Two new bulk actions available!
Redtail CRM has added the ability to make bulk changes to Form CRS Dates. Also, users can now remove role assignments in bulk.
July 23, 2020