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Redtail Technology > News > Best Practices
25 Feb 2020
CRM Toolkit Series 2020
Redtail’s CRM Toolkit Series 2020: An Introduction
Category: Best Practices
Over the course of our Redtail CRM Toolkit 2020 Series, we hope to be able to help you address challenges in your business in 2020 and beyond.
10 Feb 2020
celebrate your clients
Are You Planning to Celebrate Your Clients in 2020? – Part 2
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack. (Part 2)
05 Feb 2020
celebrate your clients
Are You Planning to Celebrate Your Clients in 2020? – Part 1
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack.
10 Oct 2019
Redtail AI post
Redtail Engages AI to Boost Advisory Community
Category: Best Practices, New Features
Company CEO Brian McLaughlin, highlights Redtail's A.I. offering and how it will impact advisors and help them improve their businesses.
10 Oct 2019
Rick Williamson talks on CRM
Why CRM is the core of your business
Category: Best Practices, New Features
Redtail's Rick Williamson says that your CRM is essential for a good advisory business. What is Redtail doing to enhance its platform?
20 Aug 2019
New Feature announcement
Start with a Head Start: Note and Activity Templates Are Going to Save You Some Serious Time!
Category: Best Practices, New Features
We've always encouraged advisors to take detailed notes and to track their activities in Redtail CRM. We are glad we can now offer Note and Activity Templates.