Need Training?

Live Virtual Classes

We offer an ongoing schedule of free virtual classes – at least two per week – that are all about getting your users and your office the knowledge you need to run your CRM most effectively. We focus on the tools in Redtail, how to use them, and how to apply them to industry-specific situations that financial professionals face.

Redtail CRM Assessment

Is your CRM working as efficiently as possible for your office? Our Redtail CRM Assessment provides a personalized evaluation of your office’s current Redtail usage. You’ll take a brief survey to review your existing configurations, workflows, and usage patterns to receive tailored recommendations that help you get the most out of Redtail.

Recorded Video Library

Each virtual class that we run is recorded and posted for you to view whenever you’d like! Whether it’s our Continuing Education Series, Partner Spotlights, or Best Practice sessions, you can find them all right here!

Training Helpdesk

We provide a vast library of written and recorded in-depth documentation to walk you through our products and features.

Guided Playlists

Looking for a guided path regarding what to learn? Then check out some of our playlists to help steer yourself in the right direction and get attuned to the right tools and usage for what your office needs.

Redtail University

Our extremely popular roadshow series stops at key cities throughout the country, providing classroom-style training to large audiences of like-minded users. It sells out fast though, so keep our RTU web page bookmarked and check back often for opening registration. Or, sign up for our email announcements for notification when cities are open for RTU registration.

One-on-One Training Sessions

Our world-class training team is at your disposal, and happy to sit with you and your office to focus on the items that you care about. Schedule a time for an online training session with our team!

On-Site Training

Have a private RTU right in your office! We’ll come to you, for a fee and expenses, and give you the full VIP training treatment. We offer one-day, two-day, half-day and custom office trainings.

Scheduled Redtail Office Visits

If you’re a local user close to one of our offices (Sacramento, CA and Chandler, AZ), you can schedule a two-hour session to come in and sit down with our team to get educated on whatever you’d like. You get a tour of our offices, too!

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