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Redtail Technology > News >
27 Oct 2021
Redtail Blog Feature Graphic - Integration News
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
Integrations webinar blog header
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
integration updates
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
integration updates
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.
02 Aug 2021
integration updates
New integration with Plain Wealth!
Category: Integrations
Plain Wealth leverages information within Redtail CRM to provide advisors a client-facing app, white-labeled to their name and brand.
30 Jul 2021
Integrations webinar blog header
Truly automate processes using Zaps with Zapier & Redtail – webinar on August 3
Category: Integrations
The integration between Zapier & Redtail CRM has been enhanced to include more triggers and actions you can use to connect with other popular industry software.
27 Jul 2021
integration updates
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
Integrations webinar blog header
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
Integrations webinar blog header
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
Integrations webinar blog header
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".