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.How can i contact the redtail support team? We take great pride in being available to help Redtail users whenever they may need assistance. Below are a few of the ways we offer to connect with our Redtail Support Team, as well as a link for self-assistance via our Helpdesk. Call 800-206-5030. Our main hours are Monday to Friday 5am-5pm Pacific Time.What is redtail crm? Unlike traditional CRM solutions, Redtail CRM is easy to use, quick to deploy and delivers a rapid return on investment. Successful financial professionals depend on creating and maintaining long-lasting relationships with clients. And that is what Redtail CRM helps financial professionals do.Why should i use redtail email? 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. A compliant way for you to communicate with your clients via text (and your staff via chat).
Constant Contact is a Email Marketing platform that gives you the ability to send emails en mass with robust HTML built templates. Integrating with Redtail gives you the ability to import contacts to Constant Contact Individually or with the correct format of spreadsheet. After enabling this integration, authorizing and allowing access, you can
This article will walk you through how to use Get, Put, and Delete methods for Phone Records and builds on our two introductory articles, A 101 Look Into Our Rest Based API Authentication Methods.. If you are using the Phone by PhoneID Put method, you will need to designate the TypeID as follows.
Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations. One such report is the Documents by Contact Report. To access the Documents by Contact Report,