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07 Aug 2020
Redtail CRM updates banner
Release Note Focus: Favorite Reports? Check! And that’s just the beginning of this week’s updates!
Category: New Features, Release Notes
Redtail CRM has added the ability to mark reports as favorites, plus local time zones for contacts, new custom export fields, and more!
06 Aug 2020
Redtail CRM Mobile App
Release Note Focus: Two highly requested Redtail mobile updates just released!
Category: New Features, Release Notes
We're excited to announce that contact photo uploads and repeating activity creation and editing are now available within Redtail's mobile app!
29 Jul 2020
integration updates
New integration with Lightspeed Voice!
Category: Integrations
Lightspeed's integration with Redtail includes a screen pop of the contact on inbound calls, insertion of a note with call duration and who an...
28 Jul 2020
Best Practices header
Practical projects for pandemic downtime: starve your distractions, feed your focus
Category: Best Practices
In this final post of the series, we’ll consider the importance of focusing on the essentials and offer three places you can start.
23 Jul 2020
Redtail CRM updates banner
Release Note Focus: Two new bulk actions available!
Category: New Features, Release Notes
Redtail CRM has added the ability to make bulk changes to Form CRS Dates. Also, users can now remove role assignments in bulk.
21 Jul 2020
integration updates
New integration with FP Alpha!
Category: Integrations
FP Alpha's integration with Redtail allows users to bi-directionally sync contact data between the two platforms. 
16 Jul 2020
integration updates
New integration with FA Client Machine!
Category: Integrations
This new integration with FA Client Machine sends new leads from FA Client Machine to Redtail CRM as contacts in real time.
14 Jul 2020
Redtail CRM updates banner
Release Note Focus: More updates aimed at Reg BI compliance
Category: New Features, Release Notes
Redtail CRM has new updates centered around Note, Document, and Account linkage to assist further with Reg BI compliance.
07 Jul 2020
Best Practices header
Practical projects for pandemic downtime: password managers and integrations
Category: Best Practices
In this third post, we’ll consider some smaller projects (adding a password manager and setting up integrations) that you might take on to pote...
01 Jul 2020
Redtail CRM Mobile App
Release Note Focus: Seminars are now accessible in Redtail CRM’s mobile app
Category: New Features, Release Notes
We're excited to announce that Seminars are now accessible in the Redtail CRM Mobile app, streamlining on-the-go event management more than eve...