Redtail Technology

@RedtailCRM

Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail

Sacramento, CA

redtailtechnology.com

Joined March 2009

Redtail Technology
@RedtailCRM
Aug 21
Lucy Bean, Morgan, Dixxon, and Murphy said forget swimming, they're boating. Full summer energy, open water, and zero regrets. These dogs are basically honorary seals at this point. Got a water pup of your own? Click to find out how to submit them! 👉 bit.ly/4zgbep9
Redtail Technology
@RedtailCRM
Aug 19
Your team shouldn't have to remember everything. Your CRM should. Tomorrow we're walking through how to use Redtail to keep your team organized, proactive, and aligned around every client service moment. Don't miss it. Grab your seat! 👉 bit.ly/4w5rMwX
Redtail Technology
@RedtailCRM
Aug 14
Bob, Franklin Fitzgerald, Scout, and Duke have something to show you and they will NOT be ignored. Bones, balls, shades... look at their stuff, isn't it neat? No notes. Think your pup has something to show off? Click to find out how to submit them! 👉 bit.ly/4zgbep9
Redtail Technology
@RedtailCRM
Aug 11
Great client service doesn't happen by accident. It happens because someone built a process. On August 20th we're showing you how to turn Redtail into the engine behind a smoother, more consistent client experience. Come learn how. Register now! 👉 bit.ly/4w5rMwX
Redtail Technology
@RedtailCRM
Aug 7
Meet your July login screen royalty! Maggie, Pippa, Lola, and Pretzel are taking over your screens this month and we think we couldn't have picked a better crew. They're lovely and we love them. Want your pup in the spotlight? Click to find out how! 👉 bit.ly/4zgbep9