Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
20 Mar 2020
integration updates
New Integration with LoanBuddy for Advisors!
Category: Integrations
LoanBuddy for Advisors, a provider of student loan analysis software for financial advisors, now offers integration with Redtail CRM!
16 Mar 2020
integration updates
New Integration with Lead Pilot!
Category: Integrations
We are pleased to announce the integration between Redtail CRM and Lead Pilot, a turnkey, inbound marketing solution for financial advisors.
11 Mar 2020
Redtail CRM updates banner
Release Note Focus: From Popups to Pulldowns
Category: Release Notes
We released some updates to Redtail CRM that change up the navigation a bit from your top right menu bar in the CRM, as well as a couple of other timesaving updates.
04 Mar 2020
New Feature announcement
Release Note Focus: Giving You More Flexibility with Retriever Cloud
Category: New Features, Release Notes
Last night we released some updates to Retriever Cloud for Google and Office 365 that provide you with greater flexibility in regard to the data you sync between these platform...
25 Feb 2020
CRM Toolkit Series 2020
Redtail’s CRM Toolkit Series 2020: An Introduction
Category: Best Practices
Over the course of our Redtail CRM Toolkit 2020 Series, we hope to be able to help you address challenges in your business in 2020 and beyond.
24 Feb 2020
T3 results
The 2020 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/Recognition, Survey
The results are in for the #T32020 Advisor Software Survey. So honored by the results: 62% of the market chooses Redtail and gives us an 8.10 average satisfaction rating (one o...
20 Feb 2020
Orange County RTU 2020
Registration for RTU Orange County, CA is now open!
Category: Redtail University
Redtail University has returned and in 2020 we will be working with power tools, blueprints, and best practices to help you build relationships with your clients.
18 Feb 2020
Redtail CRM Mobile App
Release Note Focus: Redtail CRM has a new version of its mobile app!
Category: New Features, Release Notes
Our team has aimed for feature-for-feature parity with prior versions of the app but has added highly requested new features, based on user feedback.
11 Feb 2020
Best Fintechs to work for
Redtail #11 on Arizent’s third annual list of Best Fintechs to Work For
Category: Awards/Recognition, Culture
We’ve always cared deeply about creating and maintaining a work environment where employees love to spend their days and are equipped to thrive in their positions.
10 Feb 2020
celebrate your clients
Are You Planning to Celebrate Your Clients in 2020? – Part 2
Category: Best Practices
Look for ways you can build relationships through the things your clients hold close. It's a proven way to separate yourself from the pack. (Part 2)