Interested in joining our mailing list(s)?
Contact: 800-206-5030
support@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
Ext. 4
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
Ext. 4
02
Sep
2021
Tips from Redtail’s Training Team: How to Handle . . . Client Loyalty
Category: Resources
You can keep clients longer by giving them reasons not to leave. Learn how to use Redtail CRM to reward client loyalty.
23
Aug
2021
Tips from Redtail’s Training Team: How to Handle . . . RMDs
Category: Resources
By managing and tracking RMDs in Redtail CRM, you keep everything in one secure location for your entire office to reference and utilize.
06
Aug
2021
Manage your CRM: How to customize your Notification Options preferences
Category: Resources
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Notification Options” preferences.
13
Jul
2021
Manage your CRM: How to customize your Contact Record preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Contact Record” preferences.
22
Jun
2021
Manage your CRM: How to customize your Calendar Management preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Calendar Management” preferences.
20
May
2021
Manage your CRM: How to customize your Activity Management preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Activity Management” preferences.
10
May
2021
Manage your CRM: How to customize your General Options preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “General Options” preferences.
25
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #10
Category: Resources
If you are considering Redtail CRM, here's Reason #10: You don’t want to break the bank on your technology (or on support for your technology).
18
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #9
Category: Resources
You believe it’s important to use tech vendors who understand your challenges and opportunities and are staffed with employees equipped to help you meet those challenges and ta...
11
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #8
Category: Resources
Many of your essential technologies feel disconnected from one another and require time-consuming interactions with support from many different vendors.