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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
03
Feb
2021
Best practices when adding Redtail-hosted email accounts to your mobile device
Category: FinTech Industry
Here, we share some tips from our Email Support team to help troubleshoot “missing emails” when attempting to view email on a mobile device.
28
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #2
Category: FinTech Industry
You want a flexible solution that both grows with you and that you can grow into.
21
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #1
Category: FinTech Industry
CRM implementation can be time-consuming – you only want to spend the time and effort required to implement a CRM system on one with a proven track record of advisor success.
14
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: an introduction
Category: FinTech Industry
If you are considering Redtail CRM as a solution for managing your client relationships and processes, this series is geared toward helping you make an informed decision.
23
Nov
2020
Eat the big frog first: “recipes” for delighting your clients!
Category: FinTech Industry
Opportunities to delight clients abound, but you won't get to them if you put off the items you should have taken care of to begin your day.
17
Nov
2020
Redtail CRM Holiday Resources
Category: FinTech Industry
If you have any questions about Redtail tools you can use to assist with holiday outreach, check out this resource designed to assist you.
20
Oct
2020
Redtail CRM Calendar and Activity Management Resources
Category: FinTech Industry
If you have any questions about Redtail activity management or your calendar, check out this resource designed to assist you.
29
Sep
2020
Redtail CRM Workflow Resources
Category: FinTech Industry
If you have any questions about Redtail workflows, check out this workflows resource with links to documentation and recorded webinars, as well as an FAQ.
20
Aug
2020
Release Note Focus: Updated look for Redtail CRM’s login and subscription pages
Category: Release Notes
The primary Redtail CRM updates of note this week are look and feel updates to our login and subscription pages.
28
Jul
2020
Practical projects for pandemic downtime: starve your distractions, feed your focus
Category: FinTech Industry
In this final post of the series, we’ll consider the importance of focusing on the essentials and offer three places you can start.