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 7am-4pm
Pacific Time
Ext. 4
23 Jun 2022
How to Handle Feature
Tips from Redtail’s Training Team: How to Handle . . . Employee Departure
Category: Resources
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your employees leaves your firm.
16 Jun 2022
Manage Your CRM – General Options
Manage your CRM: Manage Custom Export Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can build and use Custom Export Templates in Redtail.
08 Jun 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s June 2022 newsletter
Category: Monthly Newsletter
Read our June newsletter for 2022 T3 Survey results, new How to Handle and Managing Your CRM series posts, Best Paw Forward winners, and more.
26 May 2022
How to Handle Feature
Tips from Redtail’s Training Team: How to Handle . . . Client Death
Category: Resources
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your clients passes away.
19 May 2022
Manage Your CRM – General Options
Manage your CRM: Manage Automations
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Automation Templates in Redtail CRM.
03 May 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s May 2022 newsletter
Category: Monthly Newsletter
Read our May newsletter for info on the big Orion news, CRM release notes, our Managing Your CRM series, Best Paw Forward winners, and more.
21 Apr 2022
Manage Your CRM – General Options
Manage your CRM: Manage Activity Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Activity Templates in Redtail CRM.
13 Apr 2022
Wealth Tech Americas Awards 2022
Redtail is a winner at the WealthTech Americas Awards 2022!
Category: Awards/Recognition
Redtail is honored to be named the winner of the WealthTech Americas 2022 CRM Solution Provider award in the US categories.
06 Apr 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s April 2022 newsletter
Category: Monthly Newsletter
Read our April newsletter for our 2021 annual survey results, CRM mobile release notes, integration updates, and more.
25 Mar 2022
Manage Your CRM – General Options
Manage your CRM: Manage Broadcast Emails and Email Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Email Templates and Broadcast Emails.