Redtail Technology

Name: Redtail Technology
Address: 3131 Fite Circle, Sacramento, CA, 95827, US
Telephone: +18002065030

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Sacramento, CA
Redtail Technology

Redtail Technology is an industry leader in software for Customer Relationship Management, Document

Redtail Technology is an industry leader in software for Customer Relationship Management, Document Imaging and E-Mail solutions for financial advisors!

05/29/2026

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://bit.ly/4ljaR5h

05/27/2026

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://bit.ly/4vXWidl

05/26/2026

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://bit.ly/42YRXJy

05/25/2026

In honor of Memorial Day, our offices will be closed today, Monday, May 25th. 🇺🇸 We're taking a moment to remember and thank those who gave everything. We'll be back Tuesday, May 26th ready to help! Enjoy the long weekend. 💙

05/22/2026

Dutch & Baldur. Ukie & Tater. Oakley & Heidi. Baxter & Merlin. 🐾🐾 Some bonds just can't be broken. This week we're celebrating the pups who do everything together. Major friendship goals. Got a dynamic duo of your own? Share them with us! 👉 https://bit.ly/4ljaR5h

05/21/2026

Great people. Real learning. 🙌 Align University hits Minneapolis June 9-10 with new content, roundtable discussions, 1:1 consultations, and more. Whether you're a user of Redtail, Orion, or both, there's a seat for you. Grab it before it's gone! 👉 https://bit.ly/48sFgtQ

05/20/2026

You built them. Now let's USE them. 🚀 Tomorrow, May 21st, we're taking your Workflow Templates live, showing you where and how to apply them across contacts, seminars, opportunities, and more. Time to make your CRM actually work FOR you. Grab your seat! https://bit.ly/4u7tVYC

05/18/2026

Every great show has a crew working behind the scenes. 🐾 For your practice, that's Redtail -- and we've got a whole training program built to help you get more out of it. RTU, Align University, free webinars, 1:1 sessions. Read the blog! 👉 https://bit.ly/42YRXJy

05/15/2026

Sir Edward, Jasper & Kaia, Skittles, and Gerty have officially logged off. 😴🐾 Fully reclined, completely unbothered, and living the dream. These pups remind us to slow down and rest. Does your couch potato deserve the spotlight? Let us know! 👉 https://bit.ly/4ljaR5h

05/13/2026

The blueprint is done. Now let's BUILD. 🔨 Tomorrow, May 14, we're showing you how to turn your mapped-out processes into real, repeatable Workflow Templates inside Redtail CRM. Less guessing. More doing. Come learn how to build smarter! Register now! 👉 https://bit.ly/4vSh7qR

05/12/2026

Align University is coming to Minneapolis June 9-10 and you do NOT want to miss this. 🎉 New content, roundtables, 1:1 consultations, and a genuinely good time with peers and trainers. Learn Redtail, Orion, or BOTH. Seats are going, so grab yours now! 👉 https://bit.ly/48sFgtQ

Address

3131 Fite Circle
Sacramento, CA
95827

Telephone

+18002065030

Website

http://www.redtailtechnology.com/

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