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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
21
Mar
2024
Release Note Focus: Redtail Fresh CRM Update
Category: New Features, Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
01
Feb
2024
Redtail’s Best Paw Forward Photo Challenge January 2024 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for September 2023. See who will be featured on Redtail's login page during the month of October.
29
Jan
2024
Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync
Category: New Features, Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
01
Jan
2024
Redtail’s Best Paw Forward Photo Challenge December 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for September 2023. See who will be featured on Redtail's login page during the month of October.
22
Dec
2023
New integration with FDC Plan on Purpose!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
06
Dec
2023
New integration with TagInbox!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
01
Dec
2023
Redtail’s Best Paw Forward Photo Challenge November 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for September 2023. See who will be featured on Redtail's login page during the month of October.
30
Nov
2023
New integration with Smart Kx!
Category: Integrations
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
28
Nov
2023
Release Note Focus: Redtail Imaging’s New Folder Sharing Feature
Category: New Features, Release Notes
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
28
Nov
2023
Orion Podcasts – November 2023
Category: Resources
Fuel your advisor journey with these recent Orion podcast episodes from Standard Deviations, Weighing the Risks, The Weighing Machine, and The Fuse Show