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Corporate & Billing:
Mon-Fri 8am-5pm
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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
16
Apr
2021
Best Practice Partner Spotlight: FMG Suite on April 21
Category: Integrations
Best Practice Partner Spotlight: FMG Suite - April 21. "Sourcing better leads with FMG Suite and Redtail CRM".
05
Apr
2021
Best Practice Partner Spotlight: Advisor Websites on April 7
Category: Integrations
Best Practice Partner Spotlight: Advisor Websites - April 7. "The Simple Path to Engaging Leads and Building Loyalty with Technology".
02
Apr
2021
Integration Update Webinar: Asset-Map + Redtail on April 6
Category: Integrations
Integration Update Webinar: Asset-Map + Redtail. Register now to learn more about this updated integration on April 6.
30
Mar
2021
Updated integration with Asset-Map!
Category: Integrations
Integration updates include the ability to create new households in Asset-Map from Redtail CRM or link existing households from the Redtail side.
25
Mar
2021
New Partner Spotlight with Max for Advisors on March 30!
Category: Integrations
Come learn how to grow your practice by helping your clients earn dramatically higher yield on cash, FDIC-insured with Max for Advisors.
22
Mar
2021
New integration with Altigo!
Category: Integrations
This new integration provides Altigo users the ability to pull desired contacts over from Redtail CRM into their Altigo account.
18
Mar
2021
Best Practice Partner Spotlight: Hubly on March 23
Category: Integrations
Webinar: "Stop Letting Your Client Service Fall Through the Cracks w/ Hubly & Redtail". Register now to learn more about this integration.
12
Mar
2021
Redtail + Riskalyze: Next-Gen Integration Launch Webinar on March 16
Category: Integrations
Webinar - Redtail + Riskalyze: Next-Gen Integration Launch. Register now to learn more about this updated integration on March 16.
09
Mar
2021
New integration with Logicly!
Category: Integrations
This new integration provides SSO to Logicly from Redtail as well as the ability to pull portfolio holdings from Redtail CRM accounts into Logicly.
02
Mar
2021
Updated integration with Riskalyze!
Category: Integrations
Integration updates include enhanced Riskalyze metrics and visibility of clients' current portfolio, active proposal, and retirement information w/i Redtail.