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Contact: 800-206-5030 support@redtailtechnology.com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. 3 Corporate & Billing: Mon-Fri 8am-5pm Pacific Time Ext. 4 Products CRM 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 Need a Trainer? Partner Spotlight Webinar Schedule Other Partners API Company About Us Our Story Careers Customer Spotlight Advisor Hero News Blog Press Releases Newsletter Contact Us Login Free Trial Cost-effective, feature-rich, customizable and highly automated, Redtail CRM assists you in every aspect of your client relationships. Read More View Demo Cost-effective, feature-rich, customizable and highly automated, Redtail CRM assists you in every aspect of your client relationships. work smarter . Relationship management is key to your success as an advisor. Redtail CRM has been helping advisors build their success stories since 2003! Read More View Demo Cost-effective, feature-rich, customizable and highly automated, Redtail CRM assists you in every aspect of your client relationships. work smarter . Redtail's new mobile app is now available for iPhone and Android users Read More View Demo Cost-effective, feature-rich, customizable and highly automated, Redtail CRM assists you in every aspect of your client relationships. mobile app The impacts of COVID-19 are being felt everywhere. In consideration of our staff’s safety and health, our teams will be working from home until further notice. We remain committed to providing excellent service and support through these uncertain times. Our support hours will be unchanged: Monday through Friday, 5am – 5pm Pacific. Thank you and please be healthy and safe. 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 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 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 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 knowledgable 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? Sarah was very professional and wonderful to speak with. She was able to answer my question right away and provide additional information as well. Thank you. MaryBeth Jaqueline was exceptional to work with!!! This is the kind of customer service you would always hope for! Pleasant, quick, thorough, careful with great follow through!! Carlene Eric was kind professional and efficient. He listened to my problem and walked me through and it is fixed !!!! He is an asset for Redtail !!! Joseph Alex was a HUGE help today. Thank you again Alex for your help today on the mail merge questions and for being so nice when I was working to get my issues fixed. LOVE REDTAIL and the help we get. Elizabeth Where is the next RTU? More about RTU Redtail Blog Integrations New Integration with LoanBuddy for Advisors! LoanBuddy for Advisors, a provider of student loan analysis software for financial advisors, now offers integration with Redtail CRM! March 20, 2020 Integrations Marketing New Integration with Lead Pilot! We are pleased to announce the integration between Redtail CRM and Lead Pilot, a turnkey, inbound marketing solution for financial advisors. March 16, 2020 Release Notes Release Note Focus: From Popups to Pulldowns We released some updates to Redtail CRM that change up the navigation a bit from your top right menu bar in the CRM, as well as a couple of other timesaving updates. March 11, 2020 Read More Contact Us support@redtailtechnology.com 800-206-5030 Sales: Ext. 2 Support: Ext. 3 Billing: Ext. 4 Read more Redtail CRM reviews More Links Home CRM Imaging Email Speak Login Free Trial About Us RTU Trainings Partners API Helpdesk RAQ Contact Us Careers Customer Spotlight Blog Press Releases Newsletter Webinars Copyright © 2020 Redtail Technology. All Rights Reserved. Terms of Use | Privacy Policy | Security | Current Status...
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