Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
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Support:
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Corporate & Billing:
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14 Jul 2020
Redtail CRM updates banner
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.
07 Jul 2020
Best Practices header
Practical projects for pandemic downtime: password managers and integrations
Category: Best Practices
In this third post, we’ll consider some smaller projects (adding a password manager and setting up integrations) that you might take on to pote...
01 Jul 2020
Redtail CRM Mobile App
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 eve...
30 Jun 2020
integration updates
New integration with LeadTinker!
Category: Integrations
LeadTinker offers a plugin for Wordpress that will allow you to send contact form leads from your Wordpress site to Redtail CRM as contacts.
25 Jun 2020
Redtail CRM updates banner
Release Note Focus: Your Favorite Contacts
Category: Release Notes
Last night we rolled out updates that allow you to "Favorite" contacts within your Redtail CRM database. As with other lists, you can take bulk...
24 Jun 2020
Industry Updates header
Fintechs zero in on Reg BI as deadline looms
Category: FinTech Industry
Redtail's Director of Sales David Mehlhorn shares information about what Redtail has put in place to assist advisors with Reg BI compliance.
24 Jun 2020
integration updates
Updated Integration with GoToConnect Powered by Jive!
Category: Integrations
With the updated GoToConnect integration, you can now make any contact a video meeting.
18 Jun 2020
NACME-logo
STEM scholarships for under-represented minorities
Category: Charity
NACME's scholarship program is one we enthusiastically support, as their passion for STEM provides amazing opportunities for minority students ...
17 Jun 2020
Best Practices header
The case for texting your clients just got stronger
Category: Best Practices
Dusty Russell, Relationship Manager at Redtail, recently provided some insight on how COVID-19 has strengthened the case for adding texting to ...
17 Jun 2020
WealthManagement 2020 industry awards finalist
Redtail is Industry Awards finalist!
Category: Awards/Recognition
We were excited to find out we have been named as a finalist in WealthManagement.com’s 2020 Industry Awards in the Technology Providers: CRM ca...