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Ext. 3
Corporate & Billing:
Mon-Fri 8am-5pm
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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
29
Jul
2020
New integration with Lightspeed Voice!
Category: Integrations
Lightspeed's integration with Redtail includes a screen pop of the contact on inbound calls, insertion of a note with call duration and who an...
21
Jul
2020
New integration with FP Alpha!
Category: Integrations
FP Alpha's integration with Redtail allows users to bi-directionally sync contact data between the two platforms.
16
Jul
2020
New integration with FA Client Machine!
Category: Integrations
This new integration with FA Client Machine sends new leads from FA Client Machine to Redtail CRM as contacts in real time.
07
Jul
2020
Practical projects for pandemic downtime: password managers and integrations
Category: Best Practices
In this third post, we’ll consider some smaller projects (adding a password manager and setting up integrations) that you might take on to pote...
30
Jun
2020
New integration with LeadTinker!
Category: Integrations
LeadTinker offers a plugin for Wordpress that will allow you to send contact form leads from your Wordpress site to Redtail CRM as contacts.
24
Jun
2020
Updated Integration with GoToConnect Powered by Jive!
Category: Integrations
With the updated GoToConnect integration, you can now make any contact a video meeting.
18
May
2020
New Integration with Pulse360!
Category: Integrations
Pulse360's integration with Redtail allows users to bi-directionally sync contact and Phone or Appointment activity data between the two platfo...
15
May
2020
New Integration with Avantax Wealth Management!
Category: Integrations
Avantax's integration with Redtail CRM provides users with SSO (Single Sign-on) and Send To capabilities from Redtail to Avantax.
14
May
2020
Updated Integration with TD Ameritrade Institutional’s Veo One!
Category: Integrations
You can now access Veo One's New Account Wizard as well as TDA Announcements from within Redtail CRM, eliminating data entry and saving you time.
01
May
2020
Advisor Roundtable 3.0: What’s Working – Advisor Panel on Implementing Tech Integrations
Category: FinTech Industry
The CEO Roundtable, including Redtail CEO Brian McLaughlin, got together for the final discussion in our three-part series. This time, they wer...