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Mon-Fri 8am-4pm
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Ext. 2
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
01
Jul
2020
Release Note Focus: Seminars are now accessible in Redtail CRM’s mobile app
Category: New Features, Release Notes
We're excited to announce that Seminars are now accessible in the Redtail CRM Mobile app, streamlining on-the-go event management more than eve...
25
Jun
2020
Release Note Focus: Your Favorite Contacts
Category: Release Notes
Last night we rolled out updates that allow you to "Favorite" contacts within your Redtail CRM database. As with other lists, you can take bulk...
12
Jun
2020
Redtail tops RIA in a Box’s CRM Category in their annual survey
Category: Awards/Recognition, Survey
We are always thrilled to be recognized as a leader in this industry and humbled by the trust Redtail CRM subscribers place in us.
14
May
2020
Release Note Focus: Database Lists, Alerts, Search, and a Help Center page
Category: Release Notes
Redtail CRM updates include database list updates, alert sound updates, contact search updates and a new Help Center page.
30
Apr
2020
Release Note Focus: Workflow, Client Review, and Activity Scheduling Updates
Category: Release Notes
Included in updates we rolled out last night are greater flexibility and control when selecting Workflow Target Dates, Monthly Repeating Activi...
27
Apr
2020
Release Note Focus: Redtail CRM App’s Contact Card Icon Updates
Category: Release Notes
Recent updates to the mobile app provide both visual cues and greater flexibility with regard to icons on display at the top of Contact Cards.
21
Apr
2020
Training from Home Summer Series
Category: Training
We’re excited to officially open registration, free of charge, for our Training From Home Summer Series.
25
Feb
2020
Redtail’s CRM Toolkit Series 2020: An Introduction
Category: CRM Toolkit Series
Over the course of our Redtail CRM Toolkit 2020 Series, we hope to be able to help you address challenges in your business in 2020 and beyond.
24
Feb
2020
The 2020 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/Recognition, Survey
The results are in for the #T32020 Advisor Software Survey. So honored by the results: 62% of the market chooses Redtail and gives us an 8.10 a...
18
Feb
2020
Release Note Focus: Redtail CRM has a new version of its mobile app!
Category: New Features, Release Notes
Our team has aimed for feature-for-feature parity with prior versions of the app but has added highly requested new features, based on user fee...