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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
Mar
2021
New integration with Altigo!
Category: Integrations
This new integration provides Altigo users the ability to pull desired contacts over from Redtail CRM into their Altigo account.
18
Mar
2021
Best Practice Partner Spotlight: Hubly on March 23
Category: Integrations
Webinar: "Stop Letting Your Client Service Fall Through the Cracks w/ Hubly & Redtail". Register now to learn more about this integration.
12
Mar
2021
Redtail + Riskalyze: Next-Gen Integration Launch Webinar on March 16
Category: Integrations
Webinar - Redtail + Riskalyze: Next-Gen Integration Launch. Register now to learn more about this updated integration on March 16.
09
Mar
2021
New integration with Logicly!
Category: Integrations
This new integration provides SSO to Logicly from Redtail as well as the ability to pull portfolio holdings from Redtail CRM accounts into Logicly.
05
Mar
2021
New integration with Berthel Fisher!
Category: Integrations
Berthel Fisher Companies has worked with Redtail CRM to build several integration features to share data between our CRM tools.
02
Mar
2021
Updated integration with Riskalyze!
Category: Integrations
Integration updates include enhanced Riskalyze metrics and visibility of clients' current portfolio, active proposal, and retirement information w/i Redtail.
26
Feb
2021
Best Practice Partner Spotlight: Pulse360 on March 2
Category: Integrations
"Meeting Follow-ups in Half the Time with Pulse360 & Redtail CRM". Register now to learn more about Pulse360 and this integration.
12
Feb
2021
Best Practice Partner Webinar with PreciseFP on February 16
Category: Integrations
"Client Engagement and CRM: Better Together" with PreciseFP + Redtail CRM - register now to learn more about PreciseFP and this integration.
08
Feb
2021
New Partner Spotlight with Tifin on February 10!
Category: Integrations
Join us for a webinar with Tifin on "How new technologies can drive hyper-personalization for the modern advisory firm."
02
Feb
2021
New integration with Knudge!
Category: Integrations
Import or link your Redtail clients to your Knudge account and send notes back to their records in Redtail when nudges are posted or completed.