Redtail Technology

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

[Redtail Technology @RedtailCRM]

Kirby, Nova, Mick & Donald, and Honey are living the DREAM. 🌊🐾 Boats, floaties, and open water -- these pups are fully committed to the summer lifestyle and we want in. Got a water-loving pup of your own? Find out how to submit them! 👉 https://t.co/H1QM93B7ym

[Redtail Technology @RedtailCRM]

Meet your June Best Paw Forward winners! 👑🐾 Lance, Lutz, Murphy, and Timo are looking lovely and bringing ALL the good vibes to your login screen this month. We are absolutely here for it. Want your pup in the spotlight? Get the details! 👉 https://t.co/H1QM93B7ym

[Redtail Technology @RedtailCRM]

Your CRM is sitting on a goldmine of data. Are you actually using it? 💎 Tomorrow at 12pm CT we're showing you how to use Style Guide, Advanced Search, Reporting, and Accounts to turn everyday data into real results. Grab your seat! 👉 https://t.co/6IGNFj6S62

[Redtail Technology @RedtailCRM]

In observance of Independence Day, our offices will be closed Friday, July 3rd. 🇺🇸

We hope you get some well-deserved time to rest, recharge, and enjoy the long weekend with the people who matter most.

We'll be back and ready to help on Monday, July 6th. Happy 4th!

[Redtail Technology @RedtailCRM]

AI isn't replacing your best work -- it's handling everything that gets in the way of it. 🤖✨ See how advisors are using Quin alongside Redtail to grow their firms. Tomorrow at 12pm CT. Grab your seat! 👉 https://t.co/foZQe19RaA

[Redtail Technology @RedtailCRM]

Pearl, Goldie, Bruno, and Onyx are making the most of summer. ☀️🐾 Sunshine, fresh air, and staying cool however they can. Living the dream, honestly. Want your sunshine-loving pup featured? Click to find out how! 👉 https://t.co/H1QM93B7ym

[Redtail Technology @RedtailCRM]

Good data is great. But data you can actually USE? That's the real power move. 📊 Join us tomorrow at 1pm CT and learn how Redtail's reporting tools turn your records into real, actionable insight. Register now! 👉 https://t.co/1UQUmi7F6R

[Redtail Technology @RedtailCRM]

A well-built Workflow isn't just a checklist. It's institutional memory. It's what keeps your practice running when you're out, when your team is thin, and when things get busy. We spent all of May building toward that. Catch up in our latest blog. https://t.co/Pns8jTjxHO

[Redtail Technology @RedtailCRM]

Miko, Jagger, Indy, and Ellie are ready to ride. 🚗⛵ By land or by sea, these pups go wherever their humans go. Except the vet. We don't blame them. Want your travel buddy featured? Click to find out how to submit them! 👉 https://t.co/H1QM93B7ym

[Redtail Technology @RedtailCRM]

Tag Groups, Keywords, UDFs -- what's the difference and when do you use them? 🤔 We're ending the debate once and for all tomorrow at 1pm CT. Come get clarity and start organizing smarter. Grab your seat! 👉 https://t.co/etx8bWRMWa

[Redtail Technology @RedtailCRM]

📞 Your tech stack called -- it wants to work smarter. See how Redtail + RightCapital help advisors save time, simplify processes, and focus on what matters most. Key features, integration highlights, and live Q&A. Save your spot! 👉 https://t.co/O7qhj2QtSR

[Redtail Technology @RedtailCRM]

Say hello to your May Best Paw Forward login screen winners! 👑🐾 Ford, Kenobi, Mars, and Hazel bring that special "I just walked in and the room got better" energy that only dogs can pull off. Want your pup to be next? Find out how to submit them! 👉 https://t.co/H1QM93B7ym

[Redtail Technology @RedtailCRM]

AI inside your CRM is coming -- and you'll want to be ready. 🤖✨ Watch our on-demand webinar to hear how Orion is building AI into Redtail to reduce manual tasks, protect client data, and help your team work smarter. Watch now! 👉 https://t.co/QVGMQ6fX80

[Redtail Technology @RedtailCRM]

Back by popular demand! 🎉 Client reviews don't have to be stressful when your CRM is doing the prep work. Join us tomorrow at 1pm CT for a replay of one of our most-viewed recent sessions. Don't miss it -- register now! 👉 https://t.co/YJ5fEjj1mq

[Redtail Technology @RedtailCRM]

AI is changing advisor tech fast... but are you thinking about the guardrails? 🤔 Our on-demand webinar covers governance, cybersecurity, compliance, and how Orion is deploying AI inside Redtail CRM responsibly. Watch it on your schedule! 👉 https://t.co/QVGMQ6fX80

[Redtail Technology @RedtailCRM]

Dirty data is quietly sabotaging your processes, reporting, and marketing. 🧹 Time to fix that! Join us tomorrow at 1pm CT and learn how to get your Redtail CRM squeaky clean and working the way it should. Grab your seat! 👉 https://t.co/XBw3uRYwKf

[Redtail Technology @RedtailCRM]

June is PACKED. 🗓️ We've got five sessions coming your way covering CRM cleanup, client reviews, data organization, reporting, AND how advisors are using AI to grow their firms. Something for everyone. Check out the full schedule and grab your seats! https://t.co/mH4Wpe4ePf

[Redtail Technology @RedtailCRM]

It's Friday, it's the end of the month, and Barkley, Cruz, Evie Lou, and Romeo are HERE to send us off in style! 🎉🐾 These good boys and girls are giving us ALL the weekend energy we need. Want your pup featured? Get the details! 👉 https://t.co/H1QM93B7ym

[Redtail Technology @RedtailCRM]

We saved the best for last. 🤖✨ Tomorrow, May 28, we're wrapping up the Workflow Series with Automations and Best Practices, so that your CRM is doing the heavy lifting for you. Smarter workflows. Less manual work. More time for clients. Don't miss it! 👉 https://t.co/W2cSUlPBbK

[Redtail Technology @RedtailCRM]

ICYMI - We dropped a blog about everything Redtail training has to offer, and it's worth a read. 👀 RTU is hitting the road, Align University is coming up, and free 1:1 sessions are ready when you are. The crew is ready. Are you? 👉 https://t.co/YD8pouXN02