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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 8am-5pm
Pacific Time
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
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 Market Insight Out!
Category: Integrations
Market Insight Out users can now import their Redtail contacts into their MIO accounts to create email lists. From there, they can share conten...
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 Pacif...
02
Oct
2020
Best Practice Partner Webinar with Intulse October 6!
Category: Integrations
Intulse VoIP business phone solutions provide you with a flexible, feature-rich communications system on a robust network that can grow and cha...
22
Sep
2020
New integration with Positivly!
Category: Integrations
Positivly's new integration with Redtail CRM allows users to easily import their contacts from Redtail into Positivly, where they can then send...
14
Sep
2020
Updated integration with Appointment Reminder!
Category: Integrations
With the updated integration, Appointment Reminder will allow you to schedule calls with clients, based upon what is available in your Redtail ...
28
Aug
2020
New integration with Hubly!
Category: Integrations
This Hubly integration with Redtail CRM includes bi-directional contact sync and the use of tag groups to add contacts to Hubly workflows.