New integration points between Schwab and Redtail CRM include: the ability to initiate the Schwab Digital Account Open process for a contact: the ability to view up to 250 Schwab alerts from the last 30 days within Redtail CRM. In our next Manage Your CRM series post, we’ll take a look at Managing Team Notices and Web Links in Redtail CRM. Posted by: Redtail Technology. " After downloading Retriever, you will need to install it on your computer, using the Installation Wizard included with the download. With our Tags system applied to your advice, you. News - Redtail Technology. Redtail CRM Updates and Tools to Assist with Reg BI and Form CRS ComplianceProduct Overview – CRM. An email is generated to your email address that is associated with your Redtail account: Click on the link in this email to reset your password: Enter your new Password and click Save Changes. Click the Integrations menu in the top right corner of your database and click Redtail Imaging (you'll then see a modal with one option being to launch Redtail Imaging): 2. 11 Jan 2022. Forgot Password ? Login. 2 Support:. Redtail partner webinars provide financial professionals best practice information and valuable insights on various partner integrations. 2379-OAT-12/8/2022. With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. They also ensure that the activity is being assigned to the correct attendee (s). Through the encryption process, the users credentials are encrypted and transformed into a UserToken. Cancel. Our February 2023 newsletter, delivered yesterday to subscribers, includes information on new Redtail CRM Mobile features, new Redtail Speak features, and more! Even if you aren’t a subscriber though, you can still check out the February issue here. Cancel. Check out the templates below for some ideas on how to get started with creating automations within your own database. The next step in the setup process will be to verify your current email password. If you get locked out of your Redtail account, your database owner or an admin user of your database has the ability to unlock your username by going within the CRM to Manage Your Account —> Manage Database Users and Teams, selecting the Actions menu next to your username, and then clicking Unlock Account in the resulting menu: Full. The Not In Good Order. Get your API Key. See your calendar in Day, Month, or Week (with. If you need more than 15. 2. The 2023 study provides information on topics such as asset and revenue growth, sources of new clients, products and pricing, staffing, compensation, marketing, technology, and financial performance. Once you have Microsoft . About Redtail Technology. We are always happy to help you understand any aspect of. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Full access to Snappy Kraken’s existing library of campaign content, with more coming online all the time. ¹. , you are trying to match a One Line type in. New to Redtail? Start My Free Trial! Username. Select the custom question you created in GReminders on the left and match to the Redtail UDF field name on the right. 3 Billing: Mon-Fri 6am-3pm Pacific TimeA: Redtail creates a folder for Contacts in Outlook so that we can keep track of which contacts should stay in sync with Redtail CRM. The device in use must be in your control and must conform with the LPL Branch Office Security Policy. These next steps are listed below: Step 1: Change the MX record to mail1. Redtail CRM. " After this initial login, going forward you'll automatically be signed into FMG. All your tools in one place hassle-free. Set Users to your name. We are always happy to help you understand any aspect of Redtail CRM better so. Redtail CRM will help keep your office on track. Getting set up with your Imaging database is simply a matter of contacting Redtail's Sales Team to request that we enable this for you. there is an "add" button where you can add your own statuses. Contact Details. The first option that we will explore is the Direct Access option. Touch ID ONLY appears as an option when you have timed out of the app (as opposed to manually logging out). Login and Subscription Pages *Updated: We’ve subtly changed the layout/design of the login and subscription pages within Redtail CRM. To add options to your status or source list, login to Redtail CRM and go to Manage Your Account → Manage Database Lists. Redtail Plans includes essential Redtail and Orion solutions, designed for every advisor to efficiently scale their firm. Redtail has a long-established track record as a cloud-based solution tailored specifically for the advisory community, with a history of rapid response to a changing industry as well as outside events. 3 Billing: Mon-Fri 6am-3pm. The integration with Orion Portfolio Solutions will then be established with Redtail CRM. Posted by: 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,. Awards. Training. Then, click the blue ' Connect ' button. Outlook Web Access. From the “My Clients” home page, click the plus (+) button, bottom right, and select Import Client, as pictured below. Login. The next time Retriever for Tailwag syncs with this same Outlook calendar, the items will then sync to the Redtail CRM. That price includes up to 15 users. Go to the Support Portal and click Log In in the upper right corner. Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store. Allie Zendrian. Redtail Technology | 7,013 followers on LinkedIn. This CRM best suits financial advisors who want just a few tools. Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Next, you will be prompted to download and install. This is a two-way integration that enables advisors to import their Redtail contacts to Optivice and pull credit score information for those clients from Optivice to Redtail. Right now, templates can automatically be applied based on certain actions (i. Direct Login . CRM password requirements and limitations:With that in mind, we recently introduced Redtail SPEAK, the first-of-its-kind integrated messaging platform, purpose-built for advisors and their clients. Integration functionality: FEATURES AVAILABLE TO ALL REDTAIL CRM SUBSCRIBERS . com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Looking for something? You can find Redtail support site at support. ”. Once you have Microsoft . Redtail CRM Overview Demo (60 min) LIVE Every Tuesday. Redtail Plans includes essential Redtail and Orion solutions, designed for every advisor to efficiently scale their firm. Price is per user / month. About: Redtail Technology, Inc. This option is quite simple. *Added: If logged into Redtail CRM, you can now access and edit Contact Details of a contact from your Speak search using. com sales@redtailtechnology. Posted by:. Redtail CRM is a cloud-based customer relationship management (CRM) system designed for financial advisors and their teams to operate more efficiently, lower. Enter your Redtail Username, we will send a reset link to the email address associated with that Username. 30-Minute Quickstart! (Video) 30 Minute Quickstart. is a leader in web-based Client Relationship Management solutions for financial advisors. Posted by: Redtail Technology. is a leader in web-based Client Relationship Management solutions for financial advisors. Fuel your advisor journey with these recent Orion podcast episodes from Standard Deviations, Weighing the Risks, The Weighing Machine, and The Fuse Show. Sign in to your Redtail CRM, Email and Imaging accounts with your email and password. Schwab designed this study to capture insights in the Registered Investment Advisor (RIA) industry based on survey responses from individual firms. com [email protected] Redtail Technology. 0630-OAT-2/27/2023. It is only required that you login to Redtail using SSO from Albridge one time for Albridge Applink to be available to you within Redtail CRM. Google Apps: Setting up Journaling. 0894-OAT-3/29/2023. Forgot Your Password? New to Redtail? Start My Free Trial!. Redtail is bringing next-generation technology to the financial advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN! Points of Integration Enter your Redtail Username and click Send verification email. Scroll down and click on the REDTAIL box: A secondary section will then appear. com sales@redtailtechnology. Document Storage. Each month, Redtail employees will vote on their favorite photos of those submitted over the previous month. This information allows Redtail Technology to process your online transactions and requests. Note: contacts won’t sync from Office 365 to Redtail until after the initial sync has completed. Category: Monthly Newsletter. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available. From within a contact record. Enter your Redtail account information. Orion Portfolio Solutions, LLC a registered investment advisor. NetX360+ helps increase productivity and efficiency through a reimagined experience with simplified features, streamlined navigation and workflows to benefit advisors, bankers, wealth and asset managers, and other financial services professionalsThis best practices guide by Redtail will show you how to use some of the tools CRM puts at your fingertips during crisis management. When a client cancels and no show appointment or does not show up it would be nice to have the availability ability to "cancel" & "No show" appointment not just deleting the appointment. Account Options: Next to the Add Account button, you'll also see an Account Options button. Login. Billed Annually. Video not Loading? Unable to view YouTube? CLICK HERE. Investment Research. Note: this integration is. Redtail #12 on Financial Planning’s list of Best Fintechs to Work For. . Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited. Redtail CRM subscribers now have true two-way sync capabilities between Redtail and Office 365. 2 or at sales@redtailtechnology. 4 out of 10. Don’t forget to add comments to other ideas to let us know how your firm might use a feature better! For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology. Or, contact our support team at (800) 2060-5030 for further assistance with manual linking. Outlook: Enter Your Password Pop-up. About: Redtail Technology, Inc. User ID:We’ve always encouraged advisors to take detailed notes and to track their activities in Redtail CRM. Using Speak, every text conversation is fully searchable and automatically archived, recorded daily, and sharable with email surveillance providers, offering you a safe, compliance. Contact Us. It helps track client data, automate time-consuming tasks, organize records and more. Change the way you connect with your clients and prospects. Manage your business and streamline day-to-day operations. Redtail takes a very structured approach to Workflow management, while Hubly is built entirely around flexibility — allowing you to make changes and customize Workflows for individual clients needs. For assistance in enabling Retriever for Tailwag, please Click Here. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Wealthbox is the #1 rated CRM for financial advisors. Access essential back-office and client management features from one dashboard. ★ LIVE Webinar Schedule. This will be on a new tab, so that you don. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. After typing in your password, click Next to proceed. Dog’s name: Bolt. com. 85%. comGetting Started. The default setting out-of-the-box is your Today page, but, as you can see below, you have many options to. To manage those contact data fields within Redtail CRM that are customizable, you can go to Manage Your Account -> Admins Only -> Manage Database Lists (note: if you are not an admin user of the database or the database owner, you would not have access to customize these lists): You’ll see the Contact fields that you can. This option is quite simple. You’ll see a list of available integrations with your Smith. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here. Within FireLight, advisors can quickly access, select and pull client and client-related contact information from their. Optional rights for database users. Create personalized proposals quickly and easily. 0479-OPS-2/15/2023. Zimbra. Mail (Mac): Redtail-hosted Email Setup. 25 Jul 2023. Contact: 800-206-5030 [email protected] Preferences. Redtail spotlights. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. Jason@streetcredpr. Redtail CRM; Wealth Management Logins. Click settings. Now, advisors can transfer data between firms to reduce redundant entry and provide up-to-date client and account data within the Redtail CRM interface. Redtail’s CRM provides financial providers with a seamless and tailored CRM solution, including automatic processes to maintain workflow. NET Framework 4. Direct Access. Redtail is. Neal. The end result: happy, loyal clients, with ever-increasing confidence in the services you provide and a greater willingness to refer others to you. Manage Your Account: Manage Broadcast. We were, in fact, the first web-based CRM solution built solely for advisors, and advisors have remained our sole focus since our founding in 2003. Not at all You must login first! Important You must login first! Critical You must login first! Reviewed · Admin Hayley Mandrup (Product Owner, Redtail Technology) responded ·. You can create activity templates under. More info on. The 6 Most Important Things Every Redtail User Should Know How to Use. Click the Enable MFA button. (Redtail) How do I link documents in a contact's CRM Document Storage to one (or more) of their accounts?. 0317-OAT-2/2/2023. We use bank-level security and 256-bit encryption to safeguard data and we have a range of extra security features, like session time-out, and two-factor authentication. Click the question mark icon on the top right > select "Redtail Help Desk" or "Submit a Help Ticket" Watch the short video below for step-by-step instructions. As always, if you have any questions along the way as we address these, you can reach out to our team at support@redtailtechnology. Redtail Essentials: Retriever Cloud With Office 365 [29:12] – Retriever Cloud is a feature within Redtail CRM which offers true two-way syncing of contacts and activities between Redtail CRM and Office 365. The primary Redtail CRM updates of note this week are look and feel updates to our login and subscription pages. (Redtail) How do I change my default login screen for Redtail CRM? 66 Views • Oct 20, 2023 • Knowledge (Redtail) How do I add new Activity, Note, Workflow, or Document Categories to my database?eWealthManager. Live in Five Playlist - A Guide for New Users. 3. 56351 | Terms of Use Security Privacy Notice DisclaimerWelcome to DST Vision. About: Redtail Technology, Inc. If you use a web-based email client (such as Redtail's Webmail) or simply prefer to send emails internally via Redtail when clicking on a contact email address from within your CRM, you can set up this capability under Preferences : After clicking Preferences, scroll until you see the Emails section: Email Client: You can indicate here whether. In our next Manage Your CRM series post, we’ll take a look at the ability you have to allow switch-in users access to your database. 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. The winning photo (s) will be used in our rotating series of CRM login screens for the upcoming month, as well as included in our monthly newsletter, our social media channels, and potentially on other areas of our website. Runner Up. Sign in with your organizational account. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here. Retriever for Imaging is a standalone desktop program that Redtail Imaging subscribers on PCs can use to upload, manage, and backup their Redtail Imaging library. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. Enterprise SSO. Additionally, it integrates with Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro, and it allows users to import data into and export data. 0317-OAT-2/2/2023. Redtail CRM is a cost-effective, easy to use, cloud based solution for financial professionals. Under Settings choose the Accounts option and select your primary account. Note: New contacts can be created with default values in the status and source fields so that you can identify that they are coming from your website. Could Redtail generate a reminder email (or even text message) to clients 24-48 hours prior to a scheduled appointment? The reminder would be generated by the calendar appointment and be sent to the email or phone number within the. #1. Example: we want employees to see all emails within a client record, however, would like to restrict the viewing of emails within employee records. Contact: 800-206-5030 [email protected]/s/Just log in and search for your specific topics or explore to find out more about Redtail solutions and how they can benefit your business. 2 to inquire OR email plans@redtailtechnology. Select Enter Hub to continue this process in the background:in less than 60 seconds. Don’t forget to add comments to other ideas to. Our June 2023 newsletter, delivered today to subscribers, includes information on Redtail Plans, an. Direct Login . com sales@redtailtechnology. my. $65. During the initial account setup process in Hubly, select Redtail CRM from the menu of integration partners: Then, enter your Redtail login credentials and click Next: Upon successfully linking Redtail with Hubly, you will see that your client records will begin syncing. com. We need to be able to track the people who cancel and do not show up for appointment. Training from Home: Victory in a Virtual World series. If you need to add, edit or delete database users, you can do so under Manage Your Account —> Manage Database Users & Teams. Manage Your Account: Manage Database Lists. In this new integration, advisors can tie Wealth. RedTail provides instant Digital Security and Screening Solutions for facilities, contactors, vendors and individuals with a consecutive 2018, 2019, and 2020 Campus Best Safety Awards track record. com. Contact: 800-206-5030 support@redtailtechnology. Create a User Defined Field “RMD Taken 20XX” with the text type of Yes or No, where XX is the year you wish to. Watch on. Navigate to the client. Our customers benefit from a shared main framework, while maintaining privacy. [email protected] set up Multi Factor Authentication: The database owner must go to Manage Your Subscription: They will then be prompted to login again, as an added security measure. The Redtail CRM app is free-to-use for subscribers. California software firm picks West Midtown for East Coast HQ. Note: you should verify with your compliance department that you are approved to use Speak, but know that we designed this product to meet the compliance requirements for. 01 Nov 2023. Contact: 800-206-5030 support@redtailtechnology. Setting up and using these templates will allow you to save your brainpower and your time for focusing on the. This will bring up the Filter Options box with the Saved Filters parameters displayed. 06 Jun 2023. We’re pleased to provide links to recent episodes here and hope you’ll find many of these informative and/or inspiring. com. com sales@redtailtechnology. Note: these options are user-specific, and will take effect in your database only under your login credentials. The first time you use this integration, you will be prompted to enter your Redtail username and password. 2. Learn More. Riskalyze’s “Create Risk Questionnaire” option within Redtail now provides users with a link to that client’s. Redtail CRM is a web-based system that enables financial professionals to manage prospects and clients. Access to ClientWorks through public computers is strictly prohibited. Category: Release Notes. 4. Live in Five Playlist - A Guide for New Users. Learn More. Also, our encryption keys are replaced annually (rather than just renewed) to provide even more security. m - 5 p. For. For Activity Attendees, you’ll want to change “All users selected” to yourself as well as the other database users for whom you create activities. Best of all, you can easily manage your client and prospect relationships and complete your day-to-day operations through the industry’s #1 Market Share for CRM 1. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. 206. is a leader in web-based Client Relationship Management solutions for financial advisors. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here. The Terms are hereby incorporated by reference. Schwab designed this study to capture insights in the Registered Investment Advisor (RIA) industry based on survey responses from individual firms. Manage Your Account: Manage Web Links. Unlimited Users. Digital account open. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. *Updated: Users should now experience a quicker login time with recent updates. To manage those account data fields within Redtail CRM that are customizable, you can go to Manage Your Account -> Admins Only -> Manage Database Lists (note: if you are not an admin user of the database or the database owner, you would not have access to customize these lists): You’ll see the Client Account fields that you. Use the Redtail Integration to Import Client Information . Outlook 2010: Program is Trying to Access Information Warning. Redtail Essentials: Contact Record Video. Looking for something? You can find Redtail support site at support. NEW: Site Navigation In Redtail Imaging. For each message, you'll then have options to:We track these errors automatically, but if the problem persists feel free to contact us. In the 2023 T3 Advisor Software Survey, we rank #1 in market share for CRM, Portfolio Accounting, and an All-in-One Software Solution. 3. Call our Sales Team at 800-206-5030 opt. Use the Redtail Integration to Import Client Information . Manage Your Account. ★ Product Overview - CRM (video) ★ 30-minute Quickstart! (video) List of allowed filetypes on CRM Document Storage. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. By Ryan W. 0. Website Statements. With ActiveCampaign and Redtail CRM, you can easily engage with customers and new leads by creating a new contact, a new opportunity, and a new activity. Agent Portal - UHC Medicare & Retirement. Go to your settings at the top right within Orion Planning and navigate to the integrations tab. (15min minimum) Has options to sync one way only if needed from Redtail to Outlook. I would like to be able to link accounts to multiple contacts. The first time you use this integration, you will be prompted to enter your Redtail username and password: <form action="" style="background-color:#fff;position:fixed;top:0;left:0;right:0;bottom:0;z-index:9999"><div style="font-size:18px;font-family:Helvetica,sans-serif. SPEAK. com/s/Note: you can set the above as your default login page for Redtail by going to Preferences --> General Options within Redtail and selecting Orion Dashboard as your Default Login Screen. . We are always happy to help you understand any aspect of Redtail CRM. adding new clients). Tags: Best Paw Forward Photo Challenge, dog. Manage Your Account: Manage Database Users & Teams. 5030. Trending Articles (Redtail) I am locked out of my Redtail account. In that case, on the Unlinked Accounts Report you can click the Actions menu to the left of the Account Title and select "Link to Contact" - you can then search for the contact that the account should be linked to and manually establish that linkage. Check out the included example for a good starting point. This provides a simple interface for advisors to view all. We would like to show you a description here but the site won’t allow us. Join us for this 45-minute overview of Redtail CRM to learn more about how it can serve as a core solution in your practice. Manage Your Account: Manage Web Links. View individually or view multiple users’ calendars at once. Contact: 800-206-5030 support@redtailtechnology. Find the “Redtail” tile and click on it. About: Redtail Technology, Inc. Watch on. From its web-based client relationship management, or CRM, system to its latest texting solution for financial advisors, Redtail's goal is to give advisors "24/7 access" to their clients and their. salesforce. com [email protected] In. Name your connection. See who will be featured on Redtail's login page. 2. WHAT ARE THE NEW INTEGRATION POINTS BETWEEN QUIK! AND REDTAIL CRM? New integration points between Quik! and Redtail CRM include: Single Sign-On (SSO) from Redtail CRM into Quik! the ability to send a contact from Redtail CRM to your Quik! account. ai account. Redtail CRM's pricing is straightforward, costing $99 per month unless you are affiliated with a broker dealer. Runner Up. We track these errors automatically, but if the problem persists feel free to contact us. 3. 114 Views. In order to begin syncing your Activity and Contact data between Redtail CRM and Google, you'll first need to establish the link between the two programs. Correlation ID: 6bb8c39c-2413-4610-bac1-c0bc619ef64c. It is built into Redtail CRM (subject to BD approval), eliminating the need for any new software on your end if you are a Redtail CRM subscriber and subscribe to SPEAK as well. Password. You'll then see the below modal: Click "Single Sign On" and you'll see the below: Just enter your FMG Suite credentials and click "Login. Free Trial. Sync contacts via Quicklists. With our Tags system applied to your advice, you. OMAHA, Neb. 973-460-7837. To begin setting up a Note Template, select Manage Your Account after clicking your Name from the Top Right Menu within Redtail: Then, click “Note Templates” in the Manage Templates area: You’ll then see existing Note Templates in your database (if any): Click “new” and you’ll arrive. 2,013 likes · 9 talking about this · 413 were here. Quicklists are optional to. We encourage you to explore each of the reasons linked to below for why Redtail CRM may be the solution your office has been looking for. Using the Redtail CRM app, you can stay on top of meetings and opportunities and stay connected to your clients, your prospects and your team: -Access your Redtail calendar, as well as the calendar of your other database users. Manage Your Account: Membership Options. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Click Subscription MFA Settings (already done in the screenshot above). Contact: 800-206-5030 support@redtailtechnology. Redtail CRM. 100%. Redtail CRM was initially developed as an in-house custom CRM for a financial management firm. It’s here! The industry’s favorite CRM has rolled out Redtail Plans to help you start in your CRM and stay there. Select “Add Source”. By using the API, you agree not to: (i) modify, prepare derivative works of, or reverse engineer, our API, Services, or technology; (ii) use our API or Services in a way that abuses or disrupts our networks, security systems, user accounts, or the Services, as determined by Redtail; (iii) access or use the API for fraudulent or illegal purposes. Oct 20, 2023 Knowledge. 11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN. User ID: Redtail is offering users further efficiencies in taking detailed notes and tracking activities through the introduction of Note and Activity Templates. Get the email, read the activity and prepare reply needed. Please Login. If in their Documents area, and on the Redtail Imaging. 359 votes. Financial Planning tools. Able to customize how often R4TW syncs with outlook. We would like to show you a description here but the site won’t allow us. A few items to take care of in regard to your Redtail account. Category: New Features, Release Notes. We use bank-level security and 256-bit encryption to safeguard data and we have a range of extra security features, like session time-out, and two-factor authentication. Over 85% of our largest clients use. See who will be featured on Redtail's login page. For security purposes, the Albridge integration SSO feature is now a 1:1 relationship between Albridge and Redtail user logins. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Posted by: Redtail Technology. Uptime over the past 60 days. Use a Note Template to record the employee’s exit interview. Sign in to your Redtail CRM, Email and Imaging accounts with your email and password. In our next Manage Your CRM series post, we’ll take a look at Managing Team Notices and Web Links in Redtail CRM. These opportunities for customization are important because they allow you to set your database preferences and lists up in ways that work the best for both you as an individual as well as for your office. 0 on your machine, you can click the download link above - then, select the option to "Run. Register now for this webinar on March 21st at 10:00 am Pacific. Work Smarter | Redtail Technology, Inc. Redtail CRM. The Redtail CRM app is free-to-use for subscribers. Adding Contacts to this folder in Outlook will create them as new in Redtail CRM. Learn more here. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here. Go to the Support Portal and click Log In in the upper right corner. com sales@redtailtechnology. Work Smarter | Redtail Technology, Inc. Can I Import Contacts from an Excel Spreadsheet into the CRM? (Redtail) Sample Mail Merge Letter Templates;To access Redtail from your ClientWorks account, click the ClientWorks menu icon and then select Tools : After making that selection, you'll see that Redtail is one of your options: After clicking Redtail (CRM) here, you will Single Sign-On directly to the Overview page of your Redtail CRM on a new tab within your browser: (Redtail). AdvisorEngine CRM.