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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
23
Mar
2023
Manage your CRM: Manage Database Account Lists
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Account Lists to reflect the terminology used in your office.
07
Mar
2023
Read Redtail’s March 2023 newsletter
Category: Monthly Newsletter
Read our February newsletter for info on new Redtail Mobile features, new Redtail Speak features, and more.
08
Feb
2023
Read Redtail’s February 2023 newsletter
Category: Monthly Newsletter
Read our February newsletter for info on new Redtail Mobile features, new Redtail Speak features, and more.
04
Jan
2023
Read Redtail’s January 2023 newsletter
Category: Monthly Newsletter
Read our January newsletter for info on our new Imaging solution, a look back at Redtail's 2022 highlights, new integration information, and more.
19
Dec
2022
12 Redtail Highlights from the Past 12 Months
Category: Culture
2022 was perhaps the most eventful year in Redtail's nearly 20 years of operations. We look back on 12 Redtail highlights from 2022 here!
06
Dec
2022
Read Redtail’s December 2022 newsletter
Category: Monthly Newsletter
Read our December newsletter for an important message for Redtail Speak subscribers, a special offer for new Orion subscribers, new integration information, and more.
03
Nov
2022
What’s most important to your tech stack? Build around that hub!
Category: FinTech Industry
Redtail co-founder Brian McLaughlin discusses things for advisors to consider when building their tech stacks with Advisorpedia at FIS in October.
01
Nov
2022
Read Redtail’s November 2022 newsletter
Category: Monthly Newsletter
Read our November newsletter for more information on our new Redtail Campaigns solution, new functionality within Speak, a new Manage Your CRM series blog post, and more.
26
Oct
2022
Manage your CRM: Manage Workflow Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Workflow Templates in Redtail.
05
Oct
2022
Read Redtail’s October 2022 newsletter
Category: Monthly Newsletter
Read our October newsletter for information on a new upcoming solution from Redtail, new functionality within Speak, a link to our annual survey, and more.