Interested in joining our mailing list(s)?
Contact: 800-206-5030
support@redtailtechnology.com
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
29
Jun
2021
Release Note Focus: new calendar filter
Category: Release Notes
Filter your Redtail CRM Calendar by a word or phrase to quickly pinpoint a specific calendar item or items.
22
Jun
2021
Manage your CRM: How to customize your Calendar Management preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Calendar Management” preferences.
09
Jun
2021
Ten Questions to Evaluate a CRM System
Category: Resources
Redtail CEO Brian McLaughlin's questions for approaching CRM evaluation offer guidance for choosing this integral piece of your tech stack.
08
Jun
2021
Release Note Focus: Users can now restore deleted Workflow Templates
Category: Release Notes
Restore any deleted workflow templates in your Redtail CRM database quickly and easily with only a few clicks (and no support) required.
20
May
2021
Manage your CRM: How to customize your Activity Management preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “Activity Management” preferences.
15
May
2021
Release Note Focus: Updates to the Workflow Template creation process
Category: Release Notes
The Redtail CRM workflow template creation and editing process has been streamlined to reduce clicks and keep everything relevant on one page
10
May
2021
Manage your CRM: How to customize your General Options preferences
Category: Resources
Redtail offers you many opportunities to customize your CRM. Here we’ll look at options for customizing your “General Options” preferences.
25
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #10
Category: Resources
If you are considering Redtail CRM, here's Reason #10: You don’t want to break the bank on your technology (or on support for your technology).
23
Mar
2021
The 2021 T3/Inside Information Advisor Software Survey Results are in!
Category: Awards/Recognition, Survey
The results are in for the #T32021 Advisor Software Survey. We are honored by the results: nearly 62% of the market chooses Redtail and gives us an 8.06 average satisfaction ra...
18
Mar
2021
10 reasons why Redtail CRM may be just the solution you’ve been looking for: Reason #9
Category: Resources
You believe it’s important to use tech vendors who understand your challenges and opportunities and are staffed with employees equipped to help you meet those challenges and ta...