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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
26
Oct
2022
Manage your CRM: Manage Workflow Templates
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Workflow Templates in Redtail.
21
Oct
2022
A guest blog post from Derek Notman of Intrepid Wealth Partners
Category: FinTech Industry
Guest blog post: Derek Notman, Founder/CEO at Intrepid Wealth Partners - "Tips for financial advisors to set up an RIA"
16
Aug
2022
Manage your CRM: Manage Note Templates
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Note Templates in Redtail.
22
Jul
2022
Manage your CRM: Manage Mail Merge Templates
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Mail Merge Templates in Redtail.
14
Jul
2022
Redtail CRM Client Account Management Resources
Category: FinTech Industry
If you have any questions about Redtail client account management, a good place to begin seeking answers is this resource designed to assist you.
23
Jun
2022
Tips from Redtail’s Training Team: How to Handle . . . Employee Departure
Category: FinTech Industry
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your employees leaves your firm.
16
Jun
2022
Manage your CRM: Manage Custom Export Templates
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Custom Export Templates in Redtail.
26
May
2022
Tips from Redtail’s Training Team: How to Handle . . . Client Death
Category: FinTech Industry
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your clients passes away.
19
May
2022
Manage your CRM: Manage Automations
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Automation Templates in Redtail CRM.
21
Apr
2022
Manage your CRM: Manage Activity Templates
Category: FinTech Industry
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Activity Templates in Redtail CRM.