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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 7am-4pm
Pacific Time
Ext. 4
26
Jan
2022
New integration with Healthpilot!
Category: Integrations
This new integration between Healthpilot and Redtail allows users to quickly upload their Redtail clients into the Healthpilot portal.
20
Jan
2022
New integration with Louise by TIFIN!
Category: Integrations
This new integration between Louise by TIFIN and Redtail CRM offers users the ability to import their Redtail contacts into their Louise account.
14
Jan
2022
Building Your Tech Stack webinar with Ladder on January 18!
Category: Integrations
Life insurance for your clients in 5 minutes or less. Join this webinar with Ladder Life on January 18 at 10am Pacific to learn more.
04
Jan
2022
Read Redtail’s January 2022 newsletter
Category: Monthly Newsletter
Read our January newsletter for a new Manage Your CRM series post, new integrations, Best Paw Forward winners in December, and more.
03
Jan
2022
Building your Tech Stack: Redtail’s January 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in January to learn how our partner integrations can help streamline your workday. This month features Forms and Insurance p...
31
Dec
2021
Building Your Tech Stack webinar with PreciseFP on January 4!
Category: Integrations
Enhancing your CRM experience with PDF Templates w/ PreciseFP and Redtail CRM. Join this webinar on January 4 to learn more.
15
Dec
2021
New integration with HubSpot!
Category: Integrations
This new integration between HubSpot and Redtail CRM offers one- or two-way contact data sync with custom field mapping and filter control.
15
Dec
2021
New integration with Catchlight!
Category: Integrations
This new integration between Catchlight and Redtail CRM enables advisors to easily import their leads and clients from Redtail to Catchlight.
10
Dec
2021
YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations
Category: Press Release
YCharts, a cloud-based investment analytics and communications platform for advisors, broker-dealers, and asset managers, announced integrations with Redtail and some others.
07
Dec
2021
Read Redtail’s December 2021 newsletter
Category: Monthly Newsletter
Read our December newsletter for our Holiday Resources guide, CRM tips during the Great Resignation, info on Managing your CRM, new integration information, and more . . .