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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
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
27
Feb
2023
Building your Tech Stack: Redtail’s March 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in March to learn how our partner integrations can help streamline your workday. This month features Quik! and Bento Engine.
27
Feb
2023
New integration with DTS Verify!
Category: Integrations
This new integration with DTS Verify allows you to quickly confirm client identities via codes sent to their preferred number on file in Redtail CRM.
16
Feb
2023
Updated integration with Orion Portfolio Solutions!
Category: Integrations
Mutual subscribers can now run a proposal from any current contact or continue where they left off in Redtail CRM instead of having to go back to the Orion portal
02
Feb
2023
Building Your Tech Stack webinar with YCharts on February 7!
Category: Integrations
Using YCharts to Steer Client Meetings in a Down Market. Learn more at this webinar on February 7th with YCharts.
19
Jan
2023
New integration with Finpace!
Category: Integrations
This new integration with Finpace allows you to pull client data from Redtail CRM into Finpace as well as to push client data from Finpace into Redtail CRM.
19
Jan
2023
Building Your Tech Stack webinar with TIFIN Wealth on January 24!
Category: Integrations
Personalization-Led Growth with TIFIN Wealth + Redtail. Learn more at this webinar on January 24th with TIFIN Wealth.
12
Jan
2023
Building Your Tech Stack webinar with GReminders on January 17!
Category: Integrations
Reducing no-show appointments with GReminders & Redtail CRM. Learn more at this webinar on January 17th with GReminders.
02
Jan
2023
Building your Tech Stack: Redtail’s January 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in January to learn how our partner integrations can help streamline your workday. This month features GReminders and TIFIN ...
16
Dec
2022
New integration with Orion Portfolio Solutions!
Category: Integrations
Users of both solutions can now create a new proposal or open a new account in Orion Portfolio Solutions from within Redtail CRM.
13
Dec
2022
New integration with Moxo!
Category: Integrations
The Moxo integration allows you to easily log all the activity taking place with your clients on Moxo’s Digital Interaction Platform directly to your Redtail CRM.