Contact: 800-206-5030
support@redtailtechnology.com

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
26 May 2021
integration updates
New integration with PlantechHub!
Category: Integrations
This new integration lets PlantechHub users link Redtail CRM, search Redtail contacts to link to a plan, and pull account data/asset balances.
21 May 2021
Integrations webinar blog header
Best Practice Partner Spotlight – FMeX on May 25
Category: Integrations
Join this partner webinar on May 25 to learn how Redtail's integration with FMeX can help you address your marketing challenges.
20 May 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Activity Management preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Activity Management” preferences.
15 May 2021
Redtail CRM updates banner
Release Note Focus: Updates to the Workflow Template creation process
Category: Release Notes
The Redtail CRM workflow template creation and editing process has been streamlined to reduce clicks and keep everything relevant on one page
14 May 2021
Best Practices header
Best Practices for Managing Cybersecurity Risk with RIA in a Box
Category: Best Practices
This webinar on May 18 with RIA in a Box will review cybersecurity fundamentals and best practices to maintain.
10 May 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your General Options preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “General Options” preferences.
07 May 2021
Best Practices header
Practice Management Takeover with Peter Montoya – Marketing That Matters, on May 11
Category: Best Practices
"Discover proven techniques to attract ideal clients". Register now for this May 11 webinar with Peter Montoya.
05 May 2021
integration updates
New integration with StratiFi!
Category: Integrations
This new integration provides StratiFi users the ability to import desired contacts over from Redtail CRM into their StratiFi account.
04 May 2021
Redtail newsletter
Read Redtail’s May 2021 newsletter
Category: Monthly Newsletter
Check out Redtail's May newsletter for Brian McLaughlin's Lost T3 interview, the April Best Paw Forward Photo Challenge winner, and more . . .
03 May 2021
Bean
Redtail’s Best Paw Forward Photo Challenge April winner
Category: Culture
We asked for your pup photos for our Best Paw Forward Photo Challenge - you came through in a big way! Find out who our April winner was today!