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Redtail Technology > News > New Features
10 Oct 2019
Redtail AI post
Redtail Engages AI to Boost Advisory Community
Category: Best Practices, New Features
Company CEO Brian McLaughlin, highlights Redtail's A.I. offering and how it will impact advisors and help them improve their businesses.
10 Oct 2019
Rick Williamson talks on CRM
Why CRM is the core of your business
Category: Best Practices, New Features
Redtail's Rick Williamson says that your CRM is essential for a good advisory business. What is Redtail doing to enhance its platform?
27 Sep 2019
Redtail Retriever Cloud
Retriever Cloud for Google is now available!
Category: New Features
Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Google.
20 Aug 2019
New Feature announcement
Start with a Head Start: Note and Activity Templates Are Going to Save You Some Serious Time!
Category: Best Practices, New Features
We've always encouraged advisors to take detailed notes and to track their activities in Redtail CRM. We are glad we can now offer Note and Activity Templates.
10 Apr 2019
Redtail Retriever Cloud
Retriever Cloud for Office 365 is now available!
Category: New Features
Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Office 365.