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Contact: 800-206-5030
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sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
sales@redtailtechnology.com
Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2
Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
Billing:
Mon-Fri 6am-3pm
Pacific Time
26
May
2022
Tips from Redtail’s Training Team: How to Handle . . . Client Death
Category: Resources
Redtail provides you with best practices in terms of updates you need to make in your CRM when one of your clients passes away.
19
May
2022
Manage your CRM: Manage Automations
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Automation Templates in Redtail CRM.
13
May
2022
The 2022 T3/Inside Information Advisor Software Survey Results are in!
Category: Survey
The results are in for the 2022 T3/Inside Information Advisor Software Survey. We are honored to finish #1 in the CRM Category and #3 in the Document Management Category, with ...
06
May
2022
Practice Management Takeover with Deborah Fox on May 10
Category: Best Practices
Join Redtail and Deborah Fox to learn How to Leverage Redtail’s Standard Reports as a Tool to Continuously “Wow” Your Clients in this Practice Management webinar on May 10.
29
Apr
2022
Release Note Focus: Saved Report Filters are now available in Redtail CRM!
Category: New Features, Release Notes
You can now save your Standard Report Filters as Saved Filters for repeated use within Redtail CRM.
21
Apr
2022
Manage your CRM: Manage Activity Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize and use Activity Templates in Redtail CRM.
08
Apr
2022
Practice Management Takeover Tuesday with Zoë Meggert on April 12
Category: Best Practices
Join Redtail and Zoë Meggert to learn more about Content Marketing for Financial Planners in this Practice Management webinar on April 12.
25
Mar
2022
Manage your CRM: Manage Broadcast Emails and Email Templates
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Email Templates and Broadcast Emails.
24
Mar
2022
Release Note Focus: note templates and follow-up activities now available in Redtail Mobile!
Category: New Features, Release Notes
You can now select note templates and create follow-up activities during note creation when using the Redtail app.
04
Mar
2022
Practice Management Takeover with Charesse Spiller on March 8
Category: Best Practices
Join Redtail and Charesse Spiller to learn more about Creating a Scalable Vision for Your Service Model in this webinar on March 8.