Redtail Technology @RedtailCRM

Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail redtailtechnology.com Sacramento, CA Joined March 2009

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Redtail Technology @RedtailCRM

12 hours ago

Huge round of ap-paws (not apologizing for that one) for our August Best Paw Forward winners: Grace, Walt, and Winnie! 🐾 We love seeing your canines shine. Keep those tails wagging; more pups drop here on Fridays! Got one to share? Get the details here: bit.ly/4ljaR5h

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Redtail Technology @RedtailCRM

2 days ago

Tomorrow, Sept. 4, Redtail trainers are diving into all the ways you can work with accounts in Redtail. It’s all about making the numbers work for you, not the other way around. Let us show you how to wrangle your accounts with ease. Grab your spot 👉 bit.ly/3HPJW2T

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Redtail Technology @RedtailCRM

3 days ago

📅 Redtail's September Training Webinar Schedule has arrived! From quick wins to deep dives, this month’s lineup is built to make using your CRM as satisfying as that pumpkin spice latte you've been waiting for. See what's on deck with our full schedule: bit.ly/3EDqUv5

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Redtail Technology @RedtailCRM

4 days ago

From our office to yours, here’s to the advisors, assistants, admins, and every hardworking human behind the scenes. Redtail is closed Monday, September 1st in observance of Labor Day, but cheering on the American workforce every day of the year. 💼🐾

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Redtail Technology @RedtailCRM

a week ago

National Dog Month may be wrapping up, but celebrating your pups never gets old. Shout-out to Bingo from Anchor Wealth Management for reminding us September is National Honey Month 🍯 Want to be a part of the #BestPawForward challenge? Get the deets here: redtailtechnology.com/best-paw-forwa…

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Redtail Technology @RedtailCRM

a week ago

Tomorrow's live training is all about setting the standard. A solid Style Guide helps your team use the same terms, structure, and logic when using your CRM. The result? Cleaner data, easier reporting, and better client service. event.on24.com/wcc/r/5013605/… #redtail #redtailcrm

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Redtail Technology @RedtailCRM

2 weeks ago

It may be National Dog Month, but we don’t need a reason to celebrate adorable Cookie from Blue Curve Advisory. What a sweet pup! Want to share your four-legged friends with the Redtail community? Get the #BestPawForward details here: redtailtechnology.com/best-paw-forwa… #RedtailCRM

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Redtail Technology @RedtailCRM

2 weeks ago

Tomorrow, we’re diving into the magic of relationships in your CRM. Join us to learn when to use Families or Memberships, and how these connections improve your service, streamline comms, and organize your data for real-world use. event.on24.com/wcc/r/5013603/… #redtail #redtailcrm

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Redtail Technology @RedtailCRM

3 weeks ago

Things are looking up! Just like Chase and Milly from Bold Financial Group, we're looking at you and wishing you an amazing weekend! Want your pup to show up on Redtail's login screen or socials? Check out our #BestPawForward page for all the info: redtailtechnology.com/best-paw-forwa…

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Redtail Technology @RedtailCRM

3 weeks ago

Workflow Alert‼️ Redtail is partnering with @SOps_2020 to provide Workflow templates for any user to import directly into their CRM. Once imported, be sure to tweak and edit to your specific needs! Find all the info about importing templates here 👉 bit.ly/3TnpE4f

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Redtail Technology @RedtailCRM

3 weeks ago

New to #RedtailCRM? Looking for an extra boost as you get started? Our On-Demand New User training is packed with tips to help you build a CRM that powers your practice and builds deep client relationships. Watch anytime, at your pace. Check it out 👉 bit.ly/4mAnUka

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Redtail Technology @RedtailCRM

4 weeks ago

As we head into the weekend, Tucker from Franklin Wealth Advisors wants to remind you that National Dog Month is for pups of all ages! Every #BestPawForward entry is special, even if not every one wins. 🐶 See how to share yours: redtailtechnology.com/best-paw-forwa… #redtailcrm #redtail

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Redtail Technology @RedtailCRM

4 weeks ago

🚨 Big things are happening at Redtail. Load times are faster, Early Access is open for your feedback, and our roadmap is taking us to new places. We’re not just adding speed and features, we’re building a better CRM together. Get all the info right here: bit.ly/3Hg11CU

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Redtail Technology @RedtailCRM

a month ago

Templates aren’t just time-savers, they’re experience-shapers. Join us tomorrow, August 7, and learn how to build Redtail Templates that create consistency across your team and elevate every client interaction. Register now event.on24.com/wcc/r/5013588/… #redtail #redtailcrm

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Redtail Technology @RedtailCRM

a month ago

Redtail’s kicking off National Dog Month with our July #BestPawForward winners! 🎉 Look for Sydney & Daisy, Kyle Pierre, and Charlie on your login screen soon! Want your pup featured next? Check the rules and requirements here: bit.ly/4ljaR5h #redtailcrm #redtail

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Redtail Technology @RedtailCRM

a month ago

Sometimes a letter says it best! Our trainers will be live tomorrow July 31, to teach you how to make mailing easy with templates, labels, and more in Redtail. We’ll help you stay organized and keep the personal touch strong. Don't miss it 👉 bit.ly/4nq4NcX

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Redtail Technology @RedtailCRM

a month ago

Keeping clients compliant is key. Tomorrow, July 24, join our experts to learn how to help clients avoid penalties and stay on track using info you already have in Redtail. We’ll show you how simple it can be. Grab your spot 👉 bit.ly/3GcXHrF

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Redtail Technology @RedtailCRM

2 months ago

New to Redtail? We’re here to make you feel right at home in your CRM. Join our New User Webinar tomorrow for tips, answers, and the friendly support you need to start strong and grow with confidence. Grab your seat now 👉 bit.ly/4nJ0ZUz

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Redtail Technology @RedtailCRM

2 months ago

New to Redtail? Tomorrow’s your day! Our New User Webinar is the friendly helping hand you need to start strong, skip the confusion, and feel right at home. Join us and let’s build your confidence together. bit.ly/4l0a4X2

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Redtail Technology @RedtailCRM

2 months ago

Two paws up to our June Best Paw Forward winners! Big thank you to Mila, Ashton, and Sassy (and their loving humans!) for the adorable pics! Think your pup’s model material? Submit your pics via social & read the rules here 👉 bit.ly/4ljaR5h #RedtailCRM #BestPawForward