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Business Hours Sales:
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Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
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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
21
Jan
2022
Moore’s Law may be slowing down but wealthtech’s just getting started
Category: FinTech Industry
In an Opinions piece at Financial Planning, Redtail CEO Brian McLaughlin considers how fintech may respond in a world where computing power is perhaps not as limitless as it on...
20
Jan
2022
Manage your CRM: Manage your Integrations
Category: Resources
Redtail offers many opportunities to customize your CRM; the integrations your office takes advantage of greatly extend those capabilities.
20
Jan
2022
New integration with Louise by TIFIN!
Category: Integrations
This new integration between Louise by TIFIN and Redtail CRM offers users the ability to import their Redtail contacts into their Louise account.
14
Jan
2022
Building Your Tech Stack webinar with Ladder on January 18!
Category: Integrations
Life insurance for your clients in 5 minutes or less. Join this webinar with Ladder Life on January 18 at 10am Pacific to learn more.
11
Jan
2022
Release Note Focus: Redtail Speak is all new in 2022!
Category: Release Notes
Redtail Speak is all new in 2022, with great new features such as Message Templates, Message Scheduling, Out of Office options, and much more!
04
Jan
2022
Read Redtail’s January 2022 newsletter
Category: Monthly Newsletter
Read our January newsletter for a new Manage Your CRM series post, new integrations, Best Paw Forward winners in December, and more.
03
Jan
2022
Redtail’s Best Paw Forward Photo Challenge December winner
Category: Culture
It may have been the last month of the year, but it certainly wasn't the least in terms of your Best Paw Forward Photo Challenge winners! Find out who the December winners are ...
03
Jan
2022
Building your Tech Stack: Redtail’s January 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in January to learn how our partner integrations can help streamline your workday. This month features Forms and Insurance p...
31
Dec
2021
Building Your Tech Stack webinar with PreciseFP on January 4!
Category: Integrations
Enhancing your CRM experience with PDF Templates w/ PreciseFP and Redtail CRM. Join this webinar on January 4 to learn more.
20
Dec
2021
Manage your CRM: Understanding the “Switch Database” option
Category: Resources
Redtail offers many opportunities to customize your CRM; it also allows admin users to grant CRM access to switch-in users when needed.