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Business Hours Sales:
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Pacific Time
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Support:
Mon-Fri 5am-5pm
Pacific Time
Ext. 3
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Mon-Fri 6am-3pm
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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
15
Mar
2023
New integration with Andes Wealth Technologies!
Category: Integrations
This new integration with Andes Wealth Technologies allows you to sync client/prospect information from Redtail CRM to Andes on a nightly basis.
13
May
2022
Building Your Tech Stack webinar with StratiFi on May 17!
Category: Integrations
How to empower clients to easily understand risk and take action with StratiFi and Redtail CRM. Learn more at this webinar on May 17.
02
May
2022
Building your Tech Stack: Redtail’s May 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in May to learn how our partner integrations can help streamline your workday. This month features StratiFi and Holistiplan.
05
May
2021
New integration with StratiFi!
Category: Integrations
This new integration provides StratiFi users the ability to import desired contacts over from Redtail CRM into their StratiFi account.
04
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #7
Category: Resources
You need the technologies you use to integrate in meaningful ways so that you can eliminate redundant data entry and errors, streamline your processes, and improve client exper...