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Redtail Technology > News >
08 Nov 2022
Redtail Blog Feature Graphic - Integration News
New integration with Econiq!
Category: Integrations
Econiq’s new integration with Redtail CRM is a real-time integration between Econiq's Flow Meeting platform and Redtail CRM contacts, activities & notes.
07 Nov 2022
Redtail Blog Feature Graphic - Integration News
New integration with Atlas Point!
Category: Integrations
Atlas Point’s new integration with Redtail CRM puts your Financial Virtues™ responses at your fingertips inside the Redtail application.
27 Oct 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s November 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in November to learn how our partner integrations can help streamline your workday. This month features TimeLyft, Redtail Ca...
23 Sep 2022
Redtail Blog Feature Graphic - Integration News
New integration with TIFIN Wealth!
Category: Integrations
This new integration offers the ability to pull in select user lists and associated Portfolio data from Redtail CRM to use within TIFIN Wealth's ecosystem of personalization so...
23 Sep 2022
Redtail Blog Feature Graphic - Integration News
New integration with GReminders!
Category: Integrations
This new integration offers the ability to remind your Redtail Contacts to show up for their appointments via text or email, logs those reminders as notes, and helps automate y...
16 Sep 2022
Blog Feature Graphic_Building Your Tech Stack
Building Your Tech Stack webinar with Bento Engine on September 20!
Category: Integrations
Bento Engine + Redtail CRM: Technology Powering Human Engagement. Learn more at this Redtail webinar on September 20th with Bento Engine.
15 Sep 2022
Redtail Blog Feature Graphic - Integration News
New integration with CurrentClient!
Category: Integrations
This new integration offers the ability to sync Redtail contact data to CurrentClient, where you can send texts, videos and surveys to your clients.
29 Aug 2022
Building Your Tech Stack webinar image
Building your Tech Stack: Redtail’s September 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in September to learn how our partner integrations can help streamline your workday. This month features Bento Engine and Ba...
24 Aug 2022
Redtail Blog Feature Graphic - Best Practices
AllBackoffice Consulting services offered to Redtail users!
Category: FinTech Industry
AllBackoffice Consulting, who offer Operations and Technology Solutions for Wealth Management, now has Redtail-specific service offerings that may benefit some offices.
12 Aug 2022
Redtail Blog Feature Graphic - Integration News
New integration with TimeLyft!
Category: Integrations
This new integration offers the ability to import contacts along with any tasks linked to a contact from Redtail CRM into TimeLyft for a time analysis.