Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time

Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync

Category: New Features, Release Notes
Redtail Blog Feature Graphic - CRM Updates

Effortlessly integrate email history, calendars, and contacts!

Redtail’s Suite Sync, exclusive to Redtail CRM users, will simplify the way you manage and stay connected across your platforms. Seamless, efficient, and ready to transform the way you work!

Email History Sync

  • Link emails to contacts effortlessly.
  • View and manage emails directly from the contact record.
  • Respond with ease using Reply, Reply All, or Forward options, all from within Redtail CRM.
  • Control user access to email history.

Calendar Sync

  • Automatic synchronization between Redtail CRM and Office 365.
  • Streamlined calendar management without the need to enable Retriever Cloud.

Contact Sync

  • Seamless contact information flow between Redtail CRM and Office 365.
  • Keep a consistent, updated contact list across platforms.

*Suite Sync is included only in the Redtail Growth Plan. Click the link below to learn more and get started!


Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.