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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
05
Oct
2021
Read Redtail’s October 2021 newsletter
Category: Monthly Newsletter
Read our October newsletter for best practice tips from our Training Team, Best Paw Forward Photo Challenge winners, info on Managing your CRM, new integration information, and...
04
Oct
2021
New Partner Spotlight with Plain Wealth on October 6!
Category: Integrations
Build Better Client Connectedness with Plain Wealth and Redtail CRM. Join this webinar on October 6 to learn more.
01
Oct
2021
Compound Marketing: How to WOW Prospects At Every Touchpoint – webinar on October 5
Category: Integrations
Featuring a panel from Snappy Kraken, Pulse360, and Redtail, we'll explore how you can combine the right tools to keep your marketing on track.
29
Sep
2021
New integration with Ladder Life!
Category: Integrations
This new integration between Ladder Life and Redtail CRM offers easy access to tools supporting insurance services offered by advisors.
29
Sep
2021
New integration with Bento Engine!
Category: Integrations
This new integration between Bento Engine and Redtail CRM triggers automated Bento Advice Packages based upon event/age milestones in your CRM.
17
Sep
2021
Best Practice Partner Spotlight – fpPathfinder on September 21
Category: Integrations
Engage Your Clients + Get What You Need for Actionable Planning Meetings with fpPathfinder & Redtail. Register now for this webinar on September 21.
03
Sep
2021
New Partner Spotlight with PlantechHub on September 8!
Category: Integrations
Unleashing the power of the 1-page Financial Plan with PlantechHub & Redtail. Join this webinar on September 8 to learn more.
02
Aug
2021
New integration with Plain Wealth!
Category: Integrations
Plain Wealth leverages information within Redtail CRM to provide advisors a client-facing app, white-labeled to their name and brand.
02
Aug
2021
Best Practice Partner Spotlight – Logicly with ETFLogic on August 4
Category: Integrations
Join this webinar on August 4 to learn more about Risk Measurement with Logicly & Redtail: Building the Perfect Portfolio.
30
Jul
2021
Truly automate processes using Zaps with Zapier & Redtail – webinar on August 3
Category: Integrations
The integration between Zapier & Redtail CRM has been enhanced to include more triggers and actions you can use to connect with other popular industry software.