A machine-learning feature will be coming to Redtail Technology’s popular CRM program sometime this winter, according to company’s CEO Brian McLaughlin. He made the announcement at Riskalyze’s ...
Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...
Orion Advisor Solutions is acquiring customer relationship management (CRM) software developer Redtail Technology, according to an announcement from the firms. The two firms first integrated roughly a ...
Redtail CRM is a cloud-based customer relationship management tool from Redtail Technology. Redtail CRM supports two-way sync for contacts and activities between Redtail and Microsoft Office 365 ...
Redtail Technology, an industry leader in client relationship management (CRM) software, is changing the way it charges customers this week. Processing Content The company announced early last month ...
“Throughout the development process, we've looked carefully at feature requests and suggestions from our users that have gathered the most support,” Brian McLaughlin, CEO of Redtail Technology, said. ...
If there is one lesson financial advisors are learning from times of uncertainty, it’s to be adaptable, especially in regard to working from home. Financial planning was not built as a remote industry ...
This past week I had two online sessions with a member of the sales team at Redtail, the CRM software provider. It's interesting how this came to pass. In this post, I'll share what I learned. A few ...
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