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Mon-Fri 8am-4pm
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Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Corporate & Billing:
Mon-Fri 7am-4pm
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 7am-4pm
Pacific Time
Ext. 4
20
Jan
2022
Manage your CRM: Manage your Integrations
Category: Resources
Redtail offers many opportunities to customize your CRM; the integrations your office takes advantage of greatly extend those capabilities.
11
Jan
2022
Release Note Focus: Redtail Speak is all new in 2022!
Category: Release Notes
Redtail Speak is all new in 2022, with great new features such as Message Templates, Message Scheduling, Out of Office options, and much more!
20
Dec
2021
Manage your CRM: Understanding the “Switch Database” option
Category: Resources
Redtail offers many opportunities to customize your CRM; it also allows admin users to grant CRM access to switch-in users when needed.
17
Nov
2021
Manage your CRM: How to customize your Report and Miscellaneous preferences
Category: Resources
Redtail offers many opportunities to customize your CRM, including the Report and Miscellaneous preferences you can suit to your needs.
11
Nov
2021
Tips from Redtail’s Training Team: How to Handle . . . New Employees
Category: Resources
Redtail CRM provides you with tools to streamline onboarding of new employees and get them up-to-speed in their usage of your Redtail database.
05
Nov
2021
Practice Management Takeover with RIA in a Box on Nov 9
Category: Best Practices
Join Redtail and RIA in a Box to learn more about conducting your RIA firm's annual compliance review in this webinar on November 9.
29
Oct
2021
Use Redtail CRM as a resource for your client outreach this holiday season!
Category: Resources
Visit our updated Redtail CRM Holiday Resources guide for features and integrations you can use to assist with holiday outreach this season!
21
Oct
2021
Manage your CRM: How to customize your Email preferences
Category: Resources
Redtail offers many opportunities to customize your CRM, including Email preferences to establish your signature, photo, etc., for internal and Broadcast emails.
14
Oct
2021
Tips from Redtail’s Training Team: How to Handle . . . Prospecting
Category: Resources
Every growing business needs to foster new leads to thrive. By leveraging tools within Redtail CRM, you can make prospecting less strenuous and time consuming.
08
Oct
2021
Practice Management Takeover with Kate Guillen, Founder of Simplicity Operations Management, on Oct 12
Category: Best Practices
Adapting processes for in-person and virtual meetings. Join us for this Practice Management Takeover on October 12.