Interested in joining our mailing list(s)?
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
06
Aug
2020
Release Note Focus: Two highly requested Redtail mobile updates just released!
Category: New Features, Release Notes
We're excited to announce that contact photo uploads and repeating activity creation and editing are now available within Redtail's mobile app!
23
Jul
2020
Release Note Focus: Two new bulk actions available!
Category: New Features, Release Notes
Redtail CRM has added the ability to make bulk changes to Form CRS Dates. Also, users can now remove role assignments in bulk.
14
Jul
2020
Release Note Focus: More updates aimed at Reg BI compliance
Category: New Features, Release Notes
Redtail CRM has new updates centered around Note, Document, and Account linkage to assist further with Reg BI compliance.
01
Jul
2020
Release Note Focus: Seminars are now accessible in Redtail CRM’s mobile app
Category: New Features, Release Notes
We're excited to announce that Seminars are now accessible in the Redtail CRM Mobile app, streamlining on-the-go event management more than ever before!
04
Mar
2020
Release Note Focus: Giving You More Flexibility with Retriever Cloud
Category: New Features, Release Notes
Last night we released some updates to Retriever Cloud for Google and Office 365 that provide you with greater flexibility in regard to the data you sync between these platform...
18
Feb
2020
Release Note Focus: Redtail CRM has a new version of its mobile app!
Category: New Features, Release Notes
Our team has aimed for feature-for-feature parity with prior versions of the app but has added highly requested new features, based on user feedback.
07
Feb
2020
Release Note Focus: A Redtail Update With Recent Passage of the SECURE Act
Category: New Features, Release Notes
With updates to the Required Minimum Distribution age due to the SECURE Act come updates to our Contacts by RMD Report.
10
Oct
2019
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
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
Retriever Cloud for Google is now available!
Category: New Features
Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Google.