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Contact: 800-206-5030
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Business Hours Sales:
Mon-Fri 8am-4pm
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Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
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 7am-4pm
Pacific Time
Ext. 4
26
Jan
2022
New integration with Healthpilot!
Category: Integrations
This new integration between Healthpilot and Redtail allows users to quickly upload their Redtail clients into the Healthpilot portal.
20
Jan
2022
New integration with Louise by TIFIN!
Category: Integrations
This new integration between Louise by TIFIN and Redtail CRM offers users the ability to import their Redtail contacts into their Louise account.
07
Dec
2021
New integration with Smith.ai!
Category: Integrations
Smith.ai integrates with Redtail CRM so callers' contact information and post-call summaries are instantly added to Redtail CRM after each call.
30
Nov
2021
New integration with Cy!
Category: Integrations
This new integration offers advisors the ability to import their contacts from Redtail CRM into their Cy platform.
12
Nov
2021
New Partner Spotlight with Bento Engine on November 16!
Category: Integrations
Driving client engagement and prospect conversion with Bento Engine and Redtail CRM. Join this webinar on November 16 to learn more.
29
Oct
2021
Best Practice Partner Spotlight: Pulse360 on November 2
Category: Integrations
Two weeks of meeting prep in just a few clicks with Pulse360 & Redtail CRM. Register now for this webinar on November 2.
27
Oct
2021
New integration with OnBord!
Category: Integrations
This new integration offers advisors the ability to push client information they have captured in OnBord over to Redtail CRM as contacts.
04
Oct
2021
New Partner Spotlight with Plain Wealth on October 6!
Category: Integrations
Build Better Client Connectedness with Plain Wealth and Redtail CRM. Join this webinar on October 6 to learn more.
29
Sep
2021
New integration with Ladder Life!
Category: Integrations
This new integration between Ladder Life and Redtail CRM offers easy access to tools supporting insurance services offered by advisors.
29
Sep
2021
New integration with Bento Engine!
Category: Integrations
This new integration between Bento Engine and Redtail CRM triggers automated Bento Advice Packages based upon event/age milestones in your CRM.