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Support:
Mon-Fri 5am-5pm
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Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
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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
27
Jul
2021
Updated integration with Zapier!
Category: Integrations
Updates include new Action and Trigger events available within Redtail CRM that you can use with Zapier to connect other web applications.
11
Jun
2021
New Partner Spotlight with Altigo on June 16!
Category: Integrations
Making Alternative Investments as easy to own as a Mutual Fund with Altigo and Redtail. Join this webinar on June 16 to learn more.
26
May
2021
New Partner Spotlight with Knudge on June 1!
Category: Integrations
Managing Client Action Items with Knudge & Redtail CRM. Join this webinar on June 1 to learn more about the Knudge integration with Redtail.
05
Apr
2021
Best Practice Partner Spotlight: Advisor Websites on April 7
Category: Integrations
Best Practice Partner Spotlight: Advisor Websites - April 7. "The Simple Path to Engaging Leads and Building Loyalty with Technology".
30
Mar
2021
Updated integration with Asset-Map!
Category: Integrations
Integration updates include the ability to create new households in Asset-Map from Redtail CRM or link existing households from the Redtail side.
18
Mar
2021
Best Practice Partner Spotlight: Hubly on March 23
Category: Integrations
Webinar: "Stop Letting Your Client Service Fall Through the Cracks w/ Hubly & Redtail". Register now to learn more about this integration.
04
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #7
Category: Resources
You need the technologies you use to integrate in meaningful ways so that you can eliminate redundant data entry and errors, streamline your processes, and improve client ex...
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.