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Business Hours Sales:
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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
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Mon-Fri 6am-3pm
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
28
Jul
2020
Practical projects for pandemic downtime: starve your distractions, feed your focus
Category: Best Practices
In this final post of the series, we’ll consider the importance of focusing on the essentials and offer three places you can start.
23
Jul
2020
Release Note Focus: Two new bulk actions available!
Category: New Features, Release Notes
Redtail CRM has added the ability to make bulk changes to Form CRS Dates. Also, users can now remove role assignments in bulk.
21
Jul
2020
FP Alpha and Redtail Technology Announce New Integration
Category: Press Release
FP Alpha, an AI-driven comprehensive wealth management solution, is now integrated with Redtail Technology CRM for the financial advice industry.
21
Jul
2020
New integration with FP Alpha!
Category: Integrations
FP Alpha's integration with Redtail allows users to bi-directionally sync contact data between the two platforms.
16
Jul
2020
New integration with FA Client Machine!
Category: Integrations
This new integration with FA Client Machine sends new leads from FA Client Machine to Redtail CRM as contacts in real time.
14
Jul
2020
Release Note Focus: More updates aimed at Reg BI compliance
Category: New Features, Release Notes
Redtail CRM has new updates centered around Note, Document, and Account linkage to assist further with Reg BI compliance.
07
Jul
2020
Practical projects for pandemic downtime: password managers and integrations
Category: Best Practices
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 o...
01
Jul
2020
Release Note Focus: Seminars are now accessible in Redtail CRM’s mobile app
Category: New Features, Release Notes
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!
25
Jun
2020
Release Note Focus: Your Favorite Contacts
Category: Release Notes
Last night we rolled out updates that allow you to "Favorite" contacts within your Redtail CRM database. As with other lists, you can take bulk actions with these contacts.
24
Jun
2020
Fintechs zero in on Reg BI as deadline looms
Category: FinTech Industry
Redtail's Director of Sales David Mehlhorn shares information about what Redtail has put in place to assist advisors with Reg BI compliance.