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Business Hours Sales:
Mon-Fri 8am-4pm
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Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
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
28
Mar
2023
Updated integration with Asset-Map!
Category: Integrations
Integration updates include the ability to import and store account and asset/liability data from Redtail CRM into Asset-Map.
23
Mar
2023
Manage your CRM: Manage Database Account Lists
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Account Lists to reflect the terminology used in your office.
21
Mar
2023
Happy 20th, Redtail: birthday wishes from our Pawlebrities
Category: Culture
We are so happy to receive birthday wishes from our previous Best Paw Forward Photo Challenge winners - our own Pawlebrities.
17
Mar
2023
Building Your Tech Stack webinar with Bento Engine on March 21!
Category: Integrations
Redtail + Bento = Leading with Advice. Learn more at this webinar on March 21st with Bento Engine.
15
Mar
2023
New integration with Andes Wealth Technologies!
Category: Integrations
This new integration with Andes Wealth Technologies allows you to sync client/prospect information from Redtail CRM to Andes on a nightly basis.
09
Mar
2023
Practice Management Takeover with Kate Guillen on March 14th
Category: Best Practices
Join Redtail and Kate Guillen for this Practice Management Takeover to learn how to leverage your team's strengths and improve efficiency
07
Mar
2023
Read Redtail’s March 2023 newsletter
Category: Monthly Newsletter
Read our February newsletter for info on new Redtail Mobile features, new Redtail Speak features, and more.
03
Mar
2023
Building Your Tech Stack webinar with Quik! on March 7!
Category: Integrations
Join us for these Building Your Tech Stack webinars in March to learn how our partner integrations can help streamline your workday. This month features Quik! and Bento Engine.
01
Mar
2023
Redtail’s Best Paw Forward Photo Challenge February 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for February 2023. See who will be featured on Redtail's login page during the month of March.
27
Feb
2023
Building your Tech Stack: Redtail’s March 2023 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in March to learn how our partner integrations can help streamline your workday. This month features Quik! and Bento Engine.