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
Corporate & Billing:
Mon-Fri 8am-5pm
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 8am-5pm
Pacific Time
Ext. 4
14
Oct
2021
Tips from Redtail’s Training Team: How to Handle . . . Prospecting
Category: Resources
Every growing business needs to foster new leads to thrive. By leveraging tools within Redtail CRM, you can make prospecting less strenuous and time consuming.
05
Oct
2021
Read Redtail’s October 2021 newsletter
Category: Monthly Newsletter
Read our October newsletter for best practice tips from our Training Team, Best Paw Forward Photo Challenge winners, info on Managing your CRM, new integration information, and...
17
Sep
2021
Manage your CRM: How to customize your Dashboard Reminders and Searching preferences
Category: Resources
Redtail offers many opportunities to customize your CRM. Here we’ll look at options for customizing your “Dashboard Reminders" and "Searching" preferences.
16
Sep
2021
Tips from Redtail’s Training Team: How to Handle . . . Multiple Rep Codes
Category: Resources
Redtail CRM makes it easy to designate specific staff members or teams for the various interactions a client has with the firm.
13
Sep
2021
Redtail CEO Brian McLaughlin guests on the Perfectly Integrated podcast with Matt Ackermann
Category: Culture
Redtail CEO Brian McLaughlin recently joined Matt Ackermann on the Perfectly Integrated podcast to discuss CRM, company culture, and more.
09
Sep
2021
David Mehlhorn, our Director of Sales, joined the AFO Wealth Management Forward podcast
Category: FinTech Industry
Redtail Director of Sales David Mehlhorn recently joined The AFO Wealth Management Forward podcast for a wide ranging conversation about Redtail CRM.
07
Sep
2021
Read Redtail’s September 2021 newsletter
Category: Monthly Newsletter
Read our September newsletter for best practice tips from our Training Team, Best Paw Forward Photo Challenge winners, info on Managing your CRM, and more . . .
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.