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Support:
Mon-Fri 5am-5pm
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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
14
Jan
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: an introduction
Category: Resources
If you are considering Redtail CRM as a solution for managing your client relationships and processes, this series is geared toward helping you make an informed decision.
06
Jan
2021
New integration with Life Stage Insights!
Category: Integrations
Sync your Redtail contacts to Life Stage Insights and use their discovery tools and marketing campaigns to reach those contacts.
04
Dec
2020
New integration with FinFolio!
Category: Integrations
This integration bi-directionally syncs clients, notes, tasks, investment accounts and positions with values, based upon your preferences.
06
Nov
2020
Best Practice Partner Webinar with SmartRIA on November 10!
Category: Integrations
Simplifying Compliance with SmartRIA & Redtail. Register now for this Best Practice Partner Webinar on November 10.
28
Oct
2020
New integration with Holistiplan!
Category: Integrations
Send household info to Holistiplan from Redtail; send observations based on tax returns back to Redtail as a note.
23
Oct
2020
Working Together: Black Diamond and Redtail CRM
Category: Integrations
Join product experts from both the Black Diamond® Wealth Platform and Redtail CRM for a session demonstrating how the two systems work together.
23
Oct
2020
New integration with Clout!
Category: Integrations
Clout users can now import their Redtail contacts into their Clout accounts to create email lists. From there, they can share content with that email list.
19
Oct
2020
New integration with Levitate!
Category: Integrations
This new integration allows you to sync contacts to Levitate from Redtail and sync notes from Levitate back to Redtail.
12
Oct
2020
New integration with 1Wire!
Category: Integrations
Within Redtail, this integration with 1Wire provides Screen Pop for VoIP, Click to Call for VoIP, and Call Logging for VoIP.
05
Oct
2020
Best Practice Partner Webinar with AdvisorStream October 7!
Category: Integrations
How to supercharge your marketing with AdvisorStream & Redtail. Register now for this Best Practice Partner Webinar on October 7 at 10 am Pacific.