Contact: 800-206-5030
support@redtailtechnology.com

Business Hours Sales:
Mon-Fri 8am-4pm
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Support:
Mon-Fri 5am-5pm
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Corporate & Billing:
Mon-Fri 7am-4pm
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20 Jan 2022
Manage Your CRM – General Options
Manage your CRM: Manage your Integrations
Category: Resources
Redtail offers many opportunities to customize your CRM; the integrations your office takes advantage of greatly extend those capabilities.
04 Jan 2022
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s January 2022 newsletter
Category: Monthly Newsletter
Read our January newsletter for a new Manage Your CRM series post, new integrations, Best Paw Forward winners in December, and more.
20 Dec 2021
Manage Your CRM – General Options
Manage your CRM: Understanding the “Switch Database” option
Category: Resources
Redtail offers many opportunities to customize your CRM; it also allows admin users to grant CRM access to switch-in users when needed.
07 Dec 2021
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s December 2021 newsletter
Category: Monthly Newsletter
Read our December newsletter for our Holiday Resources guide, CRM tips during the Great Resignation, info on Managing your CRM, new integration information, and more . . .
17 Nov 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Report and Miscellaneous preferences
Category: Resources
Redtail offers many opportunities to customize your CRM, including the Report and Miscellaneous preferences you can suit to your needs.
11 Nov 2021
How to Handle Feature
Tips from Redtail’s Training Team: How to Handle . . . New Employees
Category: Resources
Redtail CRM provides you with tools to streamline onboarding of new employees and get them up-to-speed in their usage of your Redtail database.
09 Nov 2021
Redtail Blog Feature Graphic - Best Practices
Does your advisory firm have a Great Resignation backup plan?
Category: Best Practices
We're in the midst of the Great Resignation. Redtail CEO Brian McLaughlin discusses how CRM can help preserve institutional knowledge when a team member leaves.
02 Nov 2021
Redtail Blog Feature Graphic - Newsletter Release
Read Redtail’s November 2021 newsletter
Category: Monthly Newsletter
Read our November newsletter for our Holiday Resources guide, Best Paw Forward Photo Challenge winners, info on Managing your CRM, new integration information, and more . . .
29 Oct 2021
Redtail Blog Feature Graphic - Holiday Resources
Use Redtail CRM as a resource for your client outreach this holiday season!
Category: Resources
Visit our updated Redtail CRM Holiday Resources guide for features and integrations you can use to assist with holiday outreach this season!
21 Oct 2021
Manage Your CRM – General Options
Manage your CRM: How to customize your Email preferences
Category: Resources
Redtail offers many opportunities to customize your CRM, including Email preferences to establish your signature, photo, etc., for internal and Broadcast emails.