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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
Pacific Time
Ext. 4
02
Aug
2022
Read Redtail’s August 2022 newsletter
Category: Monthly Newsletter
Read our August newsletter for information on a new Speak feature, a new Managing Your CRM series post, Quik! integration updates, and more.
02
Aug
2022
Release Note Focus: Redtail Speak now offers Broadcast Messaging
Category: Release Notes
We continue to add new features to Redtail Speak and the latest addition is one of the most highly requested by users: broadcast messaging!
01
Aug
2022
Building your Tech Stack: Redtail’s August 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in August to learn how our partner integrations can help streamline your workday. This month features Catchlight and fpPathf...
01
Aug
2022
Redtail’s Best Paw Forward Photo Challenge July 2022 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for July 2022. See who will be featured on Redtail's login page during the month of August.
26
Jul
2022
Updated integration with Quik!
Category: Integrations
Updates include the ability to send a contact from Redtail CRM to Quik! There's also a special offer for new Quik! users.
22
Jul
2022
Building Your Tech Stack webinar with Quik! on July 26!
Category: Integrations
Launch Quik! From Redtail And More! Learn more at this Redtail webinar on July 26 with Quik!.
22
Jul
2022
Manage your CRM: Manage Mail Merge Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Mail Merge Templates in Redtail.
14
Jul
2022
Redtail CRM Client Account Management Resources
Category: Resources
If you have any questions about Redtail client account management, a good place to begin seeking answers is this resource designed to assist you.
08
Jul
2022
Practice Management Two-Part Takeover with Maureen Wilke on July 12 (Part Two)
Category: Best Practices
Join Redtail and Maureen Wilke for Part 2 of this Practice Management Takeover to learn some Summer Client Acquisition Strategies in this webinar on July 12.
05
Jul
2022
Pre-Graduation Goal Alignment Would Benefit Financial Planning Students and Professionals
Category: Survey
Further thoughts from Brian McLaughlin on Redtail's October 2021 survey of financial professionals and students regarding career preparation/expectations.