Interested in joining our mailing list(s)?
Contact: 800-206-5030
support@redtailtechnology.com
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
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
22
Jun
2021
Manage your CRM: How to customize your Calendar Management preferences
Category: FinTech Industry
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Calendar Management” preferences.
20
May
2021
Manage your CRM: How to customize your Activity Management preferences
Category: FinTech Industry
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Activity Management” preferences.
10
May
2021
Manage your CRM: How to customize your General Options preferences
Category: FinTech Industry
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “General Options” preferences.
06
Apr
2021
Guest blog post from Charesse Spiller of Level Best
Category: FinTech Industry
Guest blog post: Charesse Spiller, Founder and Operations Consultant at Level Best - "Maximize Your Client Journey for Ultimate Scalability"
25
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #10
Category: FinTech Industry
If you are considering Redtail CRM, here's Reason #10: You don’t want to break the bank on your technology (or on support for your technology).
18
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #9
Category: FinTech Industry
You believe it’s important to use tech vendors who understand your challenges and opportunities and are staffed with employees equipped to help you meet those challenges and ta...
11
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #8
Category: FinTech Industry
Many of your essential technologies feel disconnected from one another and require time-consuming interactions with support from many different vendors.
04
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #7
Category: FinTech Industry
You need the technologies you use to integrate in meaningful ways so that you can eliminate redundant data entry and errors, streamline your processes, and improve client exper...
03
Mar
2021
Tips for managing a high performing team as a servant leader
Category: FinTech Industry
Sarah Thomas, Managing Team Lead at Redtail, offers some tips on being a servant leader and showcasing your team's individuality and talents.
25
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #6
Category: FinTech Industry
Your office hasn't documented client data/interactions consistently or sufficiently, leading to difficult information retrieval and knowledge gaps.