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Business Hours Sales:
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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
02
May
2023
Read Redtail’s May 2023 newsletter
Category: Monthly Newsletter
Read our May newsletter for info on Orion's new website, links to two upcoming RTU open registrations, new integration info., and more.
02
May
2023
The benefits of bringing cash into your orbit
Category: Best Practices, Integrations
"The benefits of bringing cash into your orbit" - a guest blog post from Ben Cruikshank, President of Flourish
01
May
2023
Building your Tech Stack: Redtail’s May 2023 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 Flourish, Orion and Incom...
01
May
2023
Redtail’s Best Paw Forward Photo Challenge April 2023 winner
Category: Culture
It's time to announce Redtail's Best Paw Forward Photo Challenge winners for April 2023. See who will be featured on Redtail's login page during the month of May.
24
Apr
2023
New integration with NextGen Bridge (Powered by ProtectHeir)!
Category: Integrations
In this new integration, client information from Redtail CRM pre-populates information in NextGen Bridge at the time of fulfillment.
21
Apr
2023
Manage your CRM: Manage Database Contact Lists
Category: Resources
Redtail offers many opportunities to customize your CRM; here we'll consider how you can customize Database Contact Lists to reflect the terminology used in your office.
20
Apr
2023
Building Your Tech Stack webinar with Holistiplan on April 25!
Category: Integrations
Redtail + Holistiplan = 2023 Year of Tax Planning. Learn more at this webinar on April 25th with Holistiplan.
20
Apr
2023
Updated integration with GReminders!
Category: Integrations
Updates include the ability to map answers to questions from your GReminders online booking registration forms to UDFs within Redtail CRM.
17
Apr
2023
Building Your Tech Stack webinar with Orion on April 18!
Category: Integrations
Revolutionize Your Process Management with Orion and Redtail. Learn more at this webinar on April 18th with Orion.
17
Apr
2023
Building Your Tech Stack webinar with Finpace on April 18!
Category: Integrations
Redtail + Finpace = Speed and Precision. Learn more at this webinar on April 18th with Finpace.