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Contact: 800-206-5030
support@redtailtechnology.com
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
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
24
Apr
2023
New integration with NextGen Bridge (Powered by ProtectHeir)!
Category: Integrations
In this new integration, client information from Redtail CRM pre-populates information in NextGen Bridge at the time of fulfillment.
21
Apr
2023
Manage your CRM: Manage Database Contact Lists
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Contact Lists to reflect the terminology used in your office.
20
Apr
2023
Building Your Tech Stack webinar with Holistiplan on April 25!
Category: Integrations
Redtail + Holistiplan = 2023 Year of Tax Planning. Learn more at this webinar on April 25th with Holistiplan.
20
Apr
2023
Updated integration with GReminders!
Category: Integrations
Updates include the ability to map answers to questions from your GReminders online booking registration forms to UDFs within Redtail CRM.
17
Apr
2023
Building Your Tech Stack webinar with Orion on April 18!
Category: Integrations
Revolutionize Your Process Management with Orion and Redtail. Learn more at this webinar on April 18th with Orion.
17
Apr
2023
Building Your Tech Stack webinar with Finpace on April 18!
Category: Integrations
Redtail + Finpace = Speed and Precision. Learn more at this webinar on April 18th with Finpace.
10
Apr
2023
Practice Management Takeover with Zoë Meggert on April 11th
Category: Best Practices
Join Redtail and Zoë Meggert for this Practice Management Takeover to learn how to Create a Content Strategy That Scales
04
Apr
2023
Read Redtail’s April 2023 newsletter
Category: Monthly Newsletter
Read our April newsletter for links to recent Redtail/Orion podcast appearances, 2023 T3 Survey results, a new Manage Your CRM series post, new integration info., and more.
04
Apr
2023
Five Ways that Time Management Software Increases Advisor Revenue
Category: Best Practices, Integrations
"Five Ways that Time Management Software Increases Advisor Revenue" - Guest blog post from Vito Grammatico, Founder and CEO of TimeLyft
04
Apr
2023
New integration with Flourish!
Category: Integrations
The Redtail + Flourish integration gives advisors the ability to quickly and easily pre-fill end-client applications and then invite clients with the press of a button within F...