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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
01
Feb
2022
New integration with MyNameFlow!
Category: Integrations
This new integration offers users the ability to automatically pull over Redtail CRM contacts for automated marketing via MyNameFlow.
01
Feb
2022
Building your Tech Stack: Redtail’s February 2022 Partner webinars
Category: Integrations
Join us for this Building Your Tech Stack webinar in February to learn how our partner integrations can help streamline your workday. This month features Louise by TIFIN.
26
Jan
2022
New integration with Healthpilot!
Category: Integrations
This new integration between Healthpilot and Redtail allows users to quickly upload their Redtail clients into the Healthpilot portal.
20
Jan
2022
New integration with Louise by TIFIN!
Category: Integrations
This new integration between Louise by TIFIN and Redtail CRM offers users the ability to import their Redtail contacts into their Louise account.
14
Jan
2022
Building Your Tech Stack webinar with Ladder on January 18!
Category: Integrations
Life insurance for your clients in 5 minutes or less. Join this webinar with Ladder Life on January 18 at 10am Pacific to learn more.
03
Jan
2022
Building your Tech Stack: Redtail’s January 2022 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 Forms and Insurance p...
31
Dec
2021
Building Your Tech Stack webinar with PreciseFP on January 4!
Category: Integrations
Enhancing your CRM experience with PDF Templates w/ PreciseFP and Redtail CRM. Join this webinar on January 4 to learn more.
15
Dec
2021
New integration with HubSpot!
Category: Integrations
This new integration between HubSpot and Redtail CRM offers one- or two-way contact data sync with custom field mapping and filter control.
15
Dec
2021
New integration with Catchlight!
Category: Integrations
This new integration between Catchlight and Redtail CRM enables advisors to easily import their leads and clients from Redtail to Catchlight.
07
Dec
2021
New integration with Smith.ai!
Category: Integrations
Smith.ai integrates with Redtail CRM so callers' contact information and post-call summaries are instantly added to Redtail CRM after each call.