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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
Dec
2023
New integration with FDC Plan on Purpose!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
06
Dec
2023
New integration with TagInbox!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
30
Nov
2023
New integration with Smart Kx!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
31
Oct
2023
New integration with Altruist!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
25
Oct
2023
New integration with Annuities Genius!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
02
Oct
2023
New integration with Financial Seminar Services!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
28
Aug
2023
New integration with RingCentral!
Category: Integrations
The RingCentral Unified CRM extension embeds a fully functional webphone into Redtail, making it easier to connect and communicate.
28
Aug
2023
New integration with Wealth.com!
Category: Integrations
In this new integration, advisors can tie Wealth.com-specific fields to UDFs in Redtail as well as triggering Client notes in the CRM from actions taken in the Wealth.com platf...
17
Aug
2023
New integration with Optivice!
Category: Integrations
In this new integration, advisors can sync contacts to Optivice and pull credit score information for those clients from Optivice to Redtail.
13
Jul
2023
New integration with CogniCor!
Category: Integrations
In this new integration, CogniCor's Meeting Assistant enables users to automate manual tasks such as creating agendas, capturing meeting notes, scheduling calls, and more.