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

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
28 Oct 2020
integration updates
New integration with Holistiplan!
Category: Integrations
Send household info to Holistiplan from Redtail; send observations based on tax returns back to Redtail as a note.
23 Oct 2020
integration updates
New integration with Market Insight Out!
Category: Integrations
Market Insight Out users can now import their Redtail contacts into their MIO accounts to create email lists. From there, they can share conten...
20 Oct 2020
Redtail Resources graphic
Redtail CRM Calendar and Activity Management Resources
Category: Resources
If you have any questions about Redtail activity management or your calendar, check out this resource designed to assist you.
19 Oct 2020
integration updates
New integration with Levitate!
Category: Integrations
This new integration allows you to sync contacts to Levitate from Redtail and sync notes from Levitate back to Redtail.
15 Oct 2020
Industry Updates header
Redtail CEO Brian McLaughlin interviewed at Orion’s The Fuse Show Podcast
Category: FinTech Industry
Redtail CEO Brian McLaughlin joined Orion Advisor Technology's The Fuse Show to talk about building a successful fintech partnership.
14 Oct 2020
Industry Updates header
The T3 (Technology Tools for Today) annual software survey is now open
Category: FinTech Industry, Survey
What do you think of the various components of your software suite? Take the T3 Software Survey today and let your voice be heard!
12 Oct 2020
integration updates
New integration with 1Wire!
Category: Integrations
Within Redtail, this integration with 1Wire provides Screen Pop for VoIP, Click to Call for VoIP, and Call Logging for VoIP.
05 Oct 2020
Integrations webinar blog header
Best Practice Partner Webinar with AdvisorStream October 7!
Category: Integrations
How to supercharge your marketing with AdvisorStream & Redtail. Register now for this Best Practice Partner Webinar on October 7 at 10 am Pacif...
02 Oct 2020
Integrations webinar blog header
Best Practice Partner Webinar with Intulse October 6!
Category: Integrations
Intulse VoIP business phone solutions provide you with a flexible, feature-rich communications system on a robust network that can grow and cha...