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Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
Pacific Time
Ext. 4
02
Feb
2021
New integration with Knudge!
Category: Integrations
Import or link your Redtail clients to your Knudge account and send notes back to their records in Redtail when nudges are posted or completed.
21
Jan
2021
New integration with Max For Advisors!
Category: Integrations
Send your Redtail clients to Max to initiate the account opening process for each of them within Max for Advisors.
04
Dec
2020
New integration with FinFolio!
Category: Integrations
This integration bi-directionally syncs clients, notes, tasks, investment accounts and positions with values, based upon your preferences.
28
Aug
2020
New integration with Hubly!
Category: Integrations
This Hubly integration with Redtail CRM includes bi-directional contact sync and the use of tag groups to add contacts to Hubly workflows.
30
Jun
2020
New integration with LeadTinker!
Category: Integrations
LeadTinker offers a plugin for Wordpress that will allow you to send contact form leads from your Wordpress site to Redtail CRM as contacts.
25
Feb
2020
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.
31
Jan
2020
New Integration with Aidentified’s platform!
Category: Integrations
Details on Aidentified's MoneyinMotion and their new integration with Redtail CRM are now available.