Redtail Technology (@redtailcrm) 's Twitter Profile
Redtail Technology

@redtailcrm

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

ID: 26368727

linkhttp://www.redtailtechnology.com calendar_today25-03-2009 00:13:56

3,3K Tweet

6,6K Followers

972 Following

Redtail Technology (@redtailcrm) 's Twitter Profile Photo

Weekend vibes: activated. 💖 London from Beyond Wealth Management (special shoutout to Felice) is here to remind you to rest, recharge, and never be afraid to rock a cozy headband. Have a fabulous weekend, everyone! 🐾

Weekend vibes: activated. 💖 

London from Beyond Wealth Management (special shoutout to Felice) is here to remind you to rest, recharge, and never be afraid to rock a cozy headband.

Have a fabulous weekend, everyone! 🐾
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

New to Redtail and not sure what’s next? Come chill with us. Our weekly webinar every Wednesday at 11am PST walks you through Redtail and will get you relaxed about your CRM, it'll feel like you're poolside. #Redtail #RedtailCRM Grab your spot 👉 bit.ly/3ZJs2EK

New to Redtail and not sure what’s next? Come chill with us. Our weekly webinar every Wednesday at 11am PST walks you through Redtail and will get you relaxed about your CRM, it'll feel like you're poolside. #Redtail #RedtailCRM

Grab your spot 👉 bit.ly/3ZJs2EK
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

You think you know the Contact Record... but there’s a lot more under the hood that you might've not discovered. Join us for a walkthrough of what’s in there, what it means, and what your team can do to maximize your CRM. 🔍 #RedtailCRM Grab a spot 👉 bit.ly/3FkDAao

You think you know the Contact Record... but there’s a lot more under the hood that you might've not discovered.

Join us for a walkthrough of what’s in there, what it means, and what your team can do to maximize your CRM. 🔍 #RedtailCRM

Grab a spot 👉  bit.ly/3FkDAao
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

Special summer shoutout to Daisy Rae and her wonderful human Jennifer for keeping the vibes around the pool vibrant and cheery. Just be sure to wear your sunscreen! Want to see your furry friends on our socials or our login page? Find out how here 👉 bit.ly/4ljaR5h

Special summer shoutout to Daisy Rae and her wonderful human Jennifer for keeping the vibes around the pool vibrant and cheery. Just be sure to wear your sunscreen! 

Want to see your furry friends on our socials or our login page? 

Find out how here 👉 bit.ly/4ljaR5h
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

Looking to get some Redtail knowledge in just before the holiday? We got you! Join our New User webinar this and every Wednesday at 11am PST and let us show you around. Grab Your Spot 👉 bit.ly/4kfZKJc

Looking to get some Redtail knowledge in just before the holiday? We got you!

Join our New User webinar this and every Wednesday at 11am PST and let us show you around. 

Grab Your Spot 👉 bit.ly/4kfZKJc
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

Summer’s here. It’s hot, it’s slow, and it’s the perfect time to check in with clients. Fortunately, #RedtailCRM is your partner in turning the dog days into meaningful chats, proactive planning, and loyalty that lasts. See how in our latest blog: bit.ly/44qZMs5

Redtail Technology (@redtailcrm) 's Twitter Profile Photo

We’re taking a little break to enjoy fireworks, spend time with family, and maybe eat a hot dog or two. Redtail will be closed midday Thursday July 3rd through Wednesday July 4th. We’ll be back, recharged and ready, after the weekend. Have a safe and happy Independence Day!

We’re taking a little break to enjoy fireworks, spend time with family, and maybe eat a hot dog or two. 

Redtail will be closed midday Thursday July 3rd through Wednesday July 4th. We’ll be back, recharged and ready, after the weekend. 

Have a safe and happy Independence Day!
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

You know that sweet spot between "I should do that" and "I'm glad I did"? That's the always-elusive prep time you hear people talking about. How do you stay ahead on client check-ins? #RedtailCRM

Redtail Technology (@redtailcrm) 's Twitter Profile Photo

Don’t stress the first steps, we got you! Our New User Webinar is happening tomorrow at 11am PST. We’ll help you get comfortable, answer your questions, and set you up for success in Redtail. Join us here 👉 bit.ly/44yiSN4

Don’t stress the first steps, we got you! Our New User Webinar is happening tomorrow at 11am PST. 

We’ll help you get comfortable, answer your questions, and set you up for success in Redtail.

Join us here 👉 bit.ly/44yiSN4
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

Want fewer missed tasks and smoother days? Join our training team tomorrow, July 10 for a webinar on building a more collaborative, clear team calendar so everyone knows what’s on deck and where to look. Register here 👉 bit.ly/44ypawa

Want fewer missed tasks and smoother days? 

Join our training team tomorrow, July 10 for a webinar on building a more collaborative, clear team calendar so everyone knows what’s on deck and where to look.

Register here 👉 bit.ly/44ypawa
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

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

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
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

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

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
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

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

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
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

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

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
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

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

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
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

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

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
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

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

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
Redtail Technology (@redtailcrm) 's Twitter Profile Photo

🚨 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

Redtail Technology (@redtailcrm) 's Twitter Profile Photo

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

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