How do i contact redtail customer support? You can contact our Sales Team at 800-206-5030 opt. 2 or via email at [email protected]. You can also visit our Helpdesk Forum to search for specific topics. If you haven't yet activated your Redtail trial, you should see an Activate button within your trial database that you can click to follow the steps for activation.What is the redtail crm app? The Redtail CRM app is free-to-use for subscribers. Using the Redtail CRM app, you can stay on top of meetings and opportunities and stay connected to your clients, your prospects and your team: Access your Redtail calendar, as well as the calendar of your other database users.Who is redtail technology? Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry.Why choose redtail for client management? At Redtail, we understand the value of your time and will make every effort to help you make the most of it. We are committed to providing you with the support, knowledge and tools you need to effectively use Redtail as the core solution for your client management needs.
Redtail Customer Service Review. the CRM software is great, however the customer service experience we have received takes away from the value of this product. Pros. Ease of use and navigation - it is very easy . Cons. There is a serious lack of training at the initial on-boarding. Also, the biggest negative - the customer service team needs a
What is . Redtail CRM?. Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, ...