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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
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Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
01
Mar
2021
Redtail’s Best Paw Forward Photo Challenge February winner
Category: Culture
We asked for your pup photos for our Best Paw Forward Photo Challenge - you came through in a big way! Find out who our February winner was today!
26
Feb
2021
Best Practice Partner Spotlight: Pulse360 on March 2
Category: Integrations
"Meeting Follow-ups in Half the Time with Pulse360 & Redtail CRM". Register now to learn more about Pulse360 and this integration.
25
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #6
Category: Resources
Your office hasn't documented client data/interactions consistently or sufficiently, leading to difficult information retrieval and knowledge gaps.
19
Feb
2021
4 Ways to Build Company Culture While Working Remotely
Category: Best Practices
"Will remote work, in some form, be the “new normal?" Redtail CEO Brian McLaughlin discusses company culture maintenance while working from home at ThinkAdvisor.
18
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #5
Category: Resources
Your client base has grown to the point where it’s impossible to maintain a cohesive and holistic view of each client using your current methods. In turn, this poses challen...
17
Feb
2021
Robots, repetition, and relationship-building
Category: Best Practices
"See a need, fill a need"; Redtail CRM helps you track and anticipate client needs and stay top-of-mind.
12
Feb
2021
Best Practice Partner Webinar with PreciseFP on February 16
Category: Integrations
"Client Engagement and CRM: Better Together" with PreciseFP + Redtail CRM - register now to learn more about PreciseFP and this integration.
12
Feb
2021
Release Note Focus: Workflow updates for Action menus and more
Category: New Features, Release Notes
Workflow action menus now accessible in more places, task descriptions are available via hover, and new calendar color coding options are present.
11
Feb
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #4
Category: Resources
Your current tools aren’t cutting it. Tasks, processes, or appointments are falling through the cracks, and potentially damaging client relationships.
08
Feb
2021
New Partner Spotlight with Tifin on February 10!
Category: Integrations
Join us for a webinar with Tifin on "How new technologies can drive hyper-personalization for the modern advisory firm."