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
The Externship
Redtail CRM – Official CRM of The Externship
Redtail is excited to partner with The Externship to provide the industry’s favorite CRM to all 2024 Externship participants. You will have full access to Redtail CRM and all its functionality for the length of the externship. To gain access to your free account, click on the “Free Trial” link below, fill in your contact information, select “The Externship” from the “Broker/Dealer Name” drop down, and create your username and password.
YOU DO NOT NEED TO ADD IN PAYMENT INFORMATION AT ANY TIME.
Redtail will be partnering with The Externship to provide training on CRM best practices. Redtail also has an extensive helpdesk that has a library of videos and help documents to assist in your adoption of Redtail CRM. We also offer weekly webinars that you are welcome to participate in! If you have any additional questions, contact The Externship team at support@amplifiedplanning.com.
View DEMO
Redtail CRM is cost-effective, easy-to-use and tailored for today’s financial professional. View our demo now and we believe you’ll quickly see how Redtail can help you streamline your business and strengthen your client relationships.
Please note that The Externship is an independent entity and not affiliated with Orion or Redtail.
1307-OAT-5/23/2024