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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
23
Sep
2022
Building Your Tech Stack webinar with BackNine Insurance on September 27!
Category: Integrations
Offer Life & LTC Insurance inside your Redtail CRM now! Learn more at this webinar on September 27th with BackNine Insurance.
16
Sep
2022
Building Your Tech Stack webinar with Bento Engine on September 20!
Category: Integrations
Bento Engine + Redtail CRM: Technology Powering Human Engagement. Learn more at this Redtail webinar on September 20th with Bento Engine.
15
Sep
2022
New integration with CurrentClient!
Category: Integrations
This new integration offers the ability to sync Redtail contact data to CurrentClient, where you can send texts, videos and surveys to your clients.
06
Sep
2022
Read Redtail’s September 2022 newsletter
Category: Monthly Newsletter
Read our September newsletter for information on our enhanced Redtail-Orion integration, a new Managing Your CRM series post, and more.
02
Sep
2022
Updated integration with Healthpilot!
Category: Integrations
Updates include the ability to send an email referral to your client right from within Redtail. This email will include a link for your client to access the Healthpilot technol...
29
Aug
2022
Building your Tech Stack: Redtail’s September 2022 Partner webinars
Category: Integrations
Join us for these Building Your Tech Stack webinars in September to learn how our partner integrations can help streamline your workday. This month features Bento Engine and Ba...
26
Aug
2022
Building Your Tech Stack webinar with fpPathfinder on August 30!
Category: Integrations
Navigating Complex Financial Planning Questions with fpPathfinder. Learn more at this Redtail webinar on August 30th with fpPathfinder.
23
Aug
2022
Updated integration with Orion Advisor Technology!
Category: Integrations
Updates include Orion Portfolio View accessibility within Redtail CRM on your Today page as well as Portfolio View for individual clients accessible from their Accounts page in...
19
Aug
2022
Building Your Tech Stack webinar with Catchlight on August 23!
Category: Integrations
Growing your practice organically with Catchlight & Redtail. Learn more at this Redtail webinar on August 23rd with Catchlight.
12
Aug
2022
New integration with TimeLyft!
Category: Integrations
This new integration offers the ability to import contacts along with any tasks linked to a contact from Redtail CRM into TimeLyft for a time analysis.