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Mon-Fri 8am-4pm
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Support:
Mon-Fri 5am-5pm
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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
15
Oct
2020
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
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
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
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
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...
30
Sep
2020
Driving change in the financial industry: best of breed virtual panel discussion
Category: FinTech Industry
On September 23rd, Redtail CEO Brian McLaughlin joined a virtual panel discussion "to help advisors understand the advantages of working with B...
29
Sep
2020
Redtail CRM Workflow Resources
Category: Resources
If you have any questions about Redtail workflows, check out this workflows resource with links to documentation and recorded webinars, as well...
22
Sep
2020
New integration with Positivly!
Category: Integrations
Positivly's new integration with Redtail CRM allows users to easily import their contacts from Redtail into Positivly, where they can then send...
21
Sep
2020
Release Note Focus: Workflows and Contact Favorites added to Redtail Mobile!
Category: New Features, Release Notes
You can now access, edit, and/or complete your Workflow Tasks in Redtail Mobile. We've also added contact favorite visibility in the app.
16
Sep
2020
Training from Home: Victory in a Virtual World series
Category: Training
We are excited to officially open registration, free of charge, for our Training From Home: Victory in a Virtual World series.