Contact: 800-206-5030

Business Hours Sales:
Mon-Fri 8am-4pm
Pacific Time
Ext. 2

Mon-Fri 5am-5pm
Pacific Time
Ext. 3

Mon-Fri 6am-3pm
Pacific Time

Welcome Team

Redtail Technology > Welcome Team
Redtail dog with a headset

What’s the Welcome Team?

Our Welcome Team is here to help you with all of your data import needs!

At Redtail we understand that transitioning from your legacy system for client management can pose challenges for many offices, as you may be worried about maintenance of your data, downtime during the actual transition, learning a new system, and any number of other items that often accompany making a change in the way you handle your business. This is why we have a Welcome Team in place to help address those concerns and to ensure that your transition to Redtail is a smooth one that allows you to hit the ground running.

Our Welcome Team is highly trained in the process of assisting users during this process and consists of analysts and CSRs with years of experience doing so. One of these team members will call you on the day you activate your Redtail subscription to welcome you and discuss the transition process and your data import (if applicable). Additionally, they will schedule a further one-on-one call to discuss any mapping or import concerns you may have, if necessary.

If you do need data imported, after your Redtail activation we offer free basic and custom imports from over 40 different CRMs. The typical import process ranges between 2-3 business days.

If everything looks good, we’d love to invite you to register for our After the Import Webinar, as it will provide important direction on clean up and organization for the info that was brought over. If you are interested in this, you can sign up here: Click to Register!

We can’t wait to welcome you to Redtail and look forward to getting to know you soon!

Ready to optimize your business?

Try out our 30-day, risk-free trial. It’s full-featured and easy to get started.

What to expect after activation:

We’ll give you a call

After you activate your Subscription, we will reach out to you within one business day to see if you need any help with an import and to help point you in the right direction for all your other needs.

You can check out our Knowledge Base

You can visit our helpdesk for specifics on how to get started using Redtail.

Free Data transfer

All imports are included in the cost of your subscription; you will never be charged more for this service. We also ensure safe and secure import protocols to make this process as stress-free as possible.

April was outstanding. Really impressed she called me to help import and answer some initial questions.


Sarah is just phenomenal! She is always on top of her requests and friendly along the way. I can’t thank her enough for consistently being helpful!