Contact: 800-206-5030
support@redtailtechnology.com
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Business Hours Sales:
Mon-Fri 8am-4pm
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Ext. 2

Support:
Mon-Fri 5am-5pm
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Ext. 3

Billing:
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31 Mar 2023
Building Your Tech Stack webinar image
Building Your Tech Stack webinar with Mobile Assistant on April 4!
Category: Integrations
Redtail + Mobile Assistant = Template-Driven Workflows. Learn more at this webinar on April 4th with Mobile Assistant.
28 Mar 2023
Redtail Blog Feature Graphic - Integration News
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 – General Options
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
Redtail-20th-Anniversary-Logo_Red
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 image
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
Redtail Blog Feature Graphic - Integration News
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
Blog Feature Practice Management - Kate Guillen
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
Redtail Blog Feature Graphic - Newsletter Release
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 image
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
Linus
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.