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Ext. 3
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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
02
Feb
2023
Building Your Tech Stack webinar with YCharts on February 7!
Category: Integrations
Using YCharts to Steer Client Meetings in a Down Market. Learn more at this webinar on February 7th with YCharts.
01
Feb
2023
Redtail’s Best Paw Forward Photo Challenge January 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for January 2023. See who will be featured on Redtail's login page during the month of February.
24
Jan
2023
Release Note Focus: Reminders are now accessible in Redtail Mobile!
Category: New Features, Release Notes
You can now access and view your CRM Reminders when using the Redtail app, as well as completing Workflows Tasks from those Reminders.
19
Jan
2023
New integration with Bitsy!
Category: Integrations
This new integration with Bitsy allows you to pull client data from Redtail CRM into Bitsy as well as to push client data from Bitsy into Redtail CRM.
19
Jan
2023
Building Your Tech Stack webinar with TIFIN Wealth on January 24!
Category: Integrations
Personalization-Led Growth with TIFIN Wealth + Redtail. Learn more at this webinar on January 24th with TIFIN Wealth.
13
Jan
2023
A guest blog post from Stephanie Dannebaum of Stephanie Dannebaum Consulting
Category: Best Practices
Guest blog post: Stephanie Dannebaum, Founder/Stephanie Dannebaum Consulting - "Taking your Technology from Major Barrier to Exponential Growth"
12
Jan
2023
Building Your Tech Stack webinar with GReminders on January 17!
Category: Integrations
Reducing no-show appointments with GReminders & Redtail CRM. Learn more at this webinar on January 17th with GReminders.
06
Jan
2023
Practice Management Takeover with Stephanie Dannebaum on January 10th
Category: Best Practices
Join Redtail and Stephanie Dannebaum for this Practice Management Takeover to learn how to make sure your database is in good working order for the new year.
04
Jan
2023
Read Redtail’s January 2023 newsletter
Category: Monthly Newsletter
Read our January newsletter for info on our new Imaging solution, a look back at Redtail's 2022 highlights, new integration information, and more.
02
Jan
2023
Building your Tech Stack: Redtail’s January 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in January to learn how our partner integrations can help streamline your workday. This month features GReminders and TIFIN ...