redtailtechnology.comHome - Redtail Technology

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 Products CRM Product Overview Features Pricing Redtail Campaigns Product Overview Features Pricing Imaging Product Overview Features Pricing Email Product Overview Features Pricing Speak Product Overview Features Pricing Support Resources Support Welcome Team Knowledge Base / Helpdesk Training Redtail University Orion Advisor Academy Need Training? Partner Spotlight Webinar Schedule Best Practices Guide Integrations Partners API API Terms of Use CompanyOur Story Careers Customer Spotlight Advisor Hero Redtail’s Best Paw Forward Photo Challenge News Blog Press Releases Newsletter Contact Us Login Free Trial Growth, Unleashed. Introducing Redtail Plans It’s here! The industry’s favorite CRM has rolled out Redtail Plans to help you start in your CRM and stay there. Redtail Plans includes essential Redtail and Orion solutions, designed for every advisor to efficiently scale their firm. Learn More Redtail Technology Why Redtail CRM? We were the FIRST cloud-based CRM for financial advisors and our forward-thinking origins continue to fuel the evolution of Redtail solutions for today’s advisory practice. Automated workflows, an intuitive user interface and integrations galore. That’s working smarter. Learn More Workflow Integrations Reporting Calendar Notes Seminars Opportunities Mobile App Why Redtail CRM? We were the FIRST cloud-based CRM for financial advisors and our forward-thinking origins continue to fuel the evolution of Redtail solutions for today’s advisory practice. Automated workflows, an intuitive user interface and integrations galore. That’s working smarter. Learn More Workflow Integrations Reporting Calendar Notes Seminars Opportunities Mobile App What’s Next? 1. Free Trial We invite you to take 30 days to get a feel for how Redtail can help streamline your processes and make your work days more productive and enjoyable. Learn More 2. Welcome Team When you’re ready to sign-up, you’ll find our Welcome Team is the best in the business. We’ll help you make your transition to Redtail a smooth one. Learn More 3. Great Support Extreme customer service is a living, breathing component of our company culture. We thrive on delivering an amazing experience and creating raving fans. Learn More What else does Redtail offer? Imaging Electronic document storage, linked to contact records in Redtail CRM. Let us help you take control of your documents. Is it for you? If you’re ready to reduce clutter by going paperless, Redtail Imaging has you covered. Learn More Speak A compliant way for you to communicate with your clients via text (and your staff via chat). Archived and searchable and tied to contact records (where applicable). Is it for you? If your clients want to communicate with you via texting, Redtail Speak makes it easy to do so in a compliant fashion. Learn More Email Redtail Email Archive and Retention provides you with a convenient and compliant way to retain, retrieve, and report on email correspondence. Is it for you? If you’d like client emails accessible in the same place where you track the rest of your client interactions, Redtail Email is the way to go. Learn More Redtail Campaigns Redtail Campaigns helps advisors and firms drive new business and deepen client relationships through access to hyper-personalized marketing collateral. Is it for you? With Redtail Campaigns, advisors will find a well-designed platform with great content designed to be effective in managing their client relationships. Learn More Ready to optimize your business? Try out our 30-day, risk-free trial. It’s full-featured and easy to get started. Free Trial Who does Redtail integrate with? Redtail integrates with hundreds of industry partners. More Partners Redtail Partner Spotlight Our Partner webinars provide you with the details you need to 1) determine whether or not an integration partner might be beneficial to your office 2) learn how to get signed up, set up and use the integration between Redtail and that partner and 3) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use. Learn More More about Redtail Technology Company Redtail develops technologies that allow you to focus more on the human interactions that strengthen your client relationships. We Care We strive to be a positive force both for our customers and for the communities in which we operate. Amazing Experience At Redtail, we want your interactions with us to be extraordinary. Our aim is to create raving fans. Best Support Free and knowledgeable phone and email support, frequent webinars, extensive training docs and vids, and our traveling RTU events. We’re here for YOU! Be a part of Redtail Family We provide a fun, dog-friendly working environment with great benefits and perks. Equal opportunity employer. Work with Us What do raving fans say? Nora is very knowledgeable, very nice to work with, good instructor, and very polite. I enjoy working with her. She represents Redtail and the service team very well. Theresa Samantha was happy, knowledgeable, and eager to help with a situation that was difficult for me to handle on my own. She is a valuable asset to Redtail!!! Monte Sarah was phenomenal! She was so personable, warm, and extremely patient! Sarah provided the highest level of customer service and was very thorough while answering all of my (many) questions. Thank you for all of your help, Sarah! Kimberlyn Great customer service!!! Nora listened to my question, walked me through completing the task, AND showed me how I could identify other situations that might need to be addressed. Thank you so very much. Great Job!!! Phyllis Redtail Blog New Features Release Notes Release Note Focus: Redtail Fresh CRM Update Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages. March 21, 2024 Redtail’s Best Paw Forward Photo Challenge January 2024 winner It’s time to announce Redtail’s Best Paw Forward Photo Challenge winners for September 2023. See who will be featured on Redtail’s login page during the month of October. February 1, 2024 New Features Release Notes Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages. January 29, 2024 Read More Contact Us support@redtailtechnology.com 800-206-5030 Sales: Ext. 2 Support: Ext. 3 More Links Home CRM Imaging Email Speak Login Free TrialRTU Trainings Partners API Helpdesk RAQ Contact Us Careers Customer Spotlight Blog Press Releases Newsletter Webinars Advisor Hero Copyright © 2024 Redtail Technology. All Rights Reserved. Terms of Use | Privacy & Security | Privacy Policy | Current Status Website Terms and Conditions | Cookie Policy | Do Not Share My Personal Information | Customize Cookies...