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

Business Hours Sales:
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Support:
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05 Mar 2021
Best Practices header
Practice Management Takeover with Jen Goldman, CEO, Jennifer Goldman Consulting on March 9
Category: Best Practices
"Five Time-Saving Tricks to Building your Business Operations for Generational Success". Register now for this March 9 webinar with Jen Goldman.
04 Mar 2021
Reason 7 - Integrations
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #7
Category: Resources
You need the technologies you use to integrate in meaningful ways so that you can eliminate redundant data entry and errors, streamline your processes, and improve client ex...
03 Mar 2021
Sarah Thomas Feature Image - PS Ex
Tips for managing a high performing team as a servant leader
Category: Best Practices
Sarah Thomas, Managing Team Lead at Redtail, offers some tips on being a servant leader and showcasing your team's individuality and talents.
02 Mar 2021
Redtail newsletter
Read Redtail’s March 2021 newsletter
Category: Monthly Newsletter
Check out Redtail's March newsletter for practice management tips, the February winner of our Best Paw Forward Photo Challenge, CRM updates, and more.
02 Mar 2021
integration updates
Updated integration with Riskalyze!
Category: Integrations
Integration updates include enhanced Riskalyze metrics and visibility of clients' current portfolio, active proposal, and retirement information w/i Redtail.
01 Mar 2021
Cortado
Redtail’s Best Paw Forward Photo Challenge February 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 February winner was today!
26 Feb 2021
Integrations webinar blog header
Best Practice Partner Spotlight: Pulse360 on March 2
Category: Integrations
"Meeting Follow-ups in Half the Time with Pulse360 & Redtail CRM". Register now to learn more about Pulse360 and this integration.
25 Feb 2021
Reason 6 - Knowledge gaps
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #6
Category: Resources
Your office hasn't documented client data/interactions consistently or sufficiently, leading to difficult information retrieval and knowledge gaps.
19 Feb 2021
Best Practices header
4 Ways to Build Company Culture While Working Remotely
Category: Best Practices
"Will remote work, in some form, be the “new normal?" Redtail CEO Brian McLaughlin discusses company culture maintenance while working from home at ThinkAdvisor.
18 Feb 2021
Reason 5 - Expanded Client Base
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #5
Category: Resources
Your client base has grown to the point where it’s impossible to maintain a cohesive and holistic view of each client using your current methods. In turn, this poses challen...