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New Integration with BackNine Insurance!
BackNine Insurance simplifies the selling of life, long term care, disability, and annuities. They now offer a Quote and Apply integration with Redtail CRM!
Release Note Focus: Reminder Actions and New Help Links
Category: Release Notes
Several CRM updates (Reminder Actions, Help Links, Held Away Asset charts) were released last night that we wanted to put on your radar.
This April Fools’ Day, We’re Offering Thanks Rather Than Pranks
We've always enjoyed our tradition of playing an April Fools’ Day joke on those in our community; we're forgoing that this year to offer thanks instead.
New Integration with LoanBuddy for Advisors!
LoanBuddy for Advisors, a provider of student loan analysis software for financial advisors, now offers integration with Redtail CRM!
New Integration with Lead Pilot!
We are pleased to announce the integration between Redtail CRM and Lead Pilot, a turnkey, inbound marketing solution for financial advisors.
Release Note Focus: From Popups to Pulldowns
Category: Release Notes
We released some updates to Redtail CRM that change up the navigation a bit from your top right menu bar in the CRM, as well as a couple of other timesaving updates.
Release Note Focus: Giving You More Flexibility with Retriever Cloud
Category: New Features, Release Notes
Last night we released some updates to Retriever Cloud for Google and Office 365 that provide you with greater flexibility in regard to the data you sync between these platform...
Redtail’s CRM Toolkit Series 2020: An Introduction
Category: Best Practices
Over the course of our Redtail CRM Toolkit 2020 Series, we hope to be able to help you address challenges in your business in 2020 and beyond.
The 2020 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/Recognition, Survey
The results are in for the #T32020 Advisor Software Survey. So honored by the results: 62% of the market chooses Redtail and gives us an 8.10 average satisfaction rating (one o...
Registration for RTU Orange County, CA is now open!
Category: Redtail University
Redtail University has returned and in 2020 we will be working with power tools, blueprints, and best practices to help you build relationships with your clients.
New integration with TagInbox!
Redtail’s Best Paw Forward Photo Challenge November 2023 winner
New integration with Smart Kx!
Release Note Focus: Redtail Imaging’s New Folder Sharing Feature
Orion Podcasts – November 2023
Animal Foster Care
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