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Contact: 800-206-5030
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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
12
Aug
2022
New integration with TimeLyft!
Category: Integrations
This new integration offers the ability to import contacts along with any tasks linked to a contact from Redtail CRM into TimeLyft for a time analysis.
08
Aug
2022
New integration with The Perfect RIA (Invictus)!
Category: Integrations
This new integration allows advisors to sync client account and beneficiary data from Redtail CRM into the Invictus tool kit.
05
Aug
2022
Practice Management Takeover with Lacey Shrum on August 9th
Category: Best Practices
Join Redtail and Lacey Shrum for this Practice Management Takeover to learn actions to take your fee process from surviving to thriving in this webinar on August 9.
02
Aug
2022
Read Redtail’s August 2022 newsletter
Category: Monthly Newsletter
Read our August newsletter for information on a new Speak feature, a new Managing Your CRM series post, Quik! integration updates, and more.
02
Aug
2022
Release Note Focus: Redtail Speak now offers Broadcast Messaging
Category: Release Notes
We continue to add new features to Redtail Speak and the latest addition is one of the most highly requested by users: broadcast messaging!
01
Aug
2022
Building your Tech Stack: Redtail’s August 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in August to learn how our partner integrations can help streamline your workday. This month features Catchlight and fpPathf...
01
Aug
2022
Redtail’s Best Paw Forward Photo Challenge July 2022 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for July 2022. See who will be featured on Redtail's login page during the month of August.
26
Jul
2022
Updated integration with Quik!
Category: Integrations
Updates include the ability to send a contact from Redtail CRM to Quik! There's also a special offer for new Quik! users.
22
Jul
2022
Building Your Tech Stack webinar with Quik! on July 26!
Category: Integrations
Launch Quik! From Redtail And More! Learn more at this Redtail webinar on July 26 with Quik!.
22
Jul
2022
Manage your CRM: Manage Mail Merge Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Mail Merge Templates in Redtail.