corporate.redtailtechnology.comHome - Redtail Technology

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? Summer Series 2020 Partner Spotlight Webinar Schedule Best Practices Guide 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 . In this brand-new version of the Redtail CRM mobile app, you’ll find a more user-friendly interface and the addition of some highly-requested new features! 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. 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 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? TJ is awesome! I have no experience or knowledge when it comes to technology. He was exceptionally patient, yet knowledgeable, patient and he listened to what I said. He then explained the answer and answered my questions. Great job! I am happy I signed up for your CRM services. Franci Heidi was super friendly and helpful and identified the next step toward resolving my issue. I've since contacted NFS in order to begin the process of connecting their Wealthscape platform with our Redtail CRM and Heidi helped me figure out what I needed to do to get that done! Derek Julius went the extra mile for me in requesting 2 years' worth of compliance data. In addition to creating a ticket to go to the compliance team, he reached out with a phone call so the next team would know it was a time sensitive request. I appreciated his efficiency and excellent service in my call with him today. Elissa Lacee was incredibly helpful and kind. I had questions about calendar syncing and the Redtail CRM. She made the most of our call and followed up afterward with the requested information and support articles/videos. I work with reps, internals, wholesalers, support people on a daily basis and she clearly stands out as exceptional. Thank You Lacee! Tylor Redtail Blog Integrations New integration with FA Client Machine! This new integration with FA Client Machine sends new leads from FA Client Machine to Redtail CRM as contacts in real time. July 16, 2020 New Features Release Notes Release Note Focus: More updates aimed at Reg BI compliance Redtail CRM has new updates centered around Note, Document, and Account linkage to assist further with Reg BI compliance. July 14, 2020 Best Practices Practical projects for pandemic downtime: password managers and integrations In this third post, we’ll consider some smaller projects (adding a password manager and setting up integrations) that you might take on to potentially yield huge efficiencies once in place. July 7, 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 Advisor Hero Copyright © 2020 Redtail Technology...