Contact Redtail CRM Support
Published by Redtail Technology, Inc. on 2023-06-09 About: Access the day-to-day contact information, calendar items, and CRM capabilities
necessary for you to manage your client relationships whether you’re in the
office, on the road, up in the air, or walking the family dog.
Redtail CRM
was founded in 2003 as the first cloud-based CRM tailored specifically for
advisors to provide anywhere, anytime access to their data and processes, an
essential need in our increasingly connect.
How to Contact Redtail CRM Customer Service/Support
Listed below are our top recommendations on how to get in contact with Redtail CRM. We make eduacted guesses on the direct pages on their website to visit to get help with issues/problems like using their site/app, billings, pricing, usage, integrations and other issues. You can try any of the methods below to contact Redtail CRM. Discover which options are the fastest to get your customer service issues resolved..
The following contact options are available: Pricing Information, Support, General Help, and Press Information/New Coverage (to guage reputation).
NOTE: If the links below doesn't work for you, Please go directly to the Homepage of Redtail Technology, Inc.
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Developer: Redtail Technology, Inc.
E-Mail: [email protected]
Website: Visit Redtail CRM Website
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Developer: Redtail Technology, Inc.
E-Mail: [email protected]
Website: Visit Redtail Technology, Inc. Website
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Reported Issues: 4 Comments
By JerryTucker
7 months agoI have called before, trying to get the owner name changed on our CRM usage of RedTail. Cameron Pearson was terminated, He is not agreeing to changing his ownership name on RedTail to me as the OSJ Manager of an Osaic Branch office. When a person is terminated, it is my FINRA responsibility to get their access changed so that our data is kept secure. Surely RedTail can do this on our behalf. People get terminated all the time and we simply should not be held hostage waiting for Cameron Pearson to say "yes" to allow a change of ownership of the CRM database. RedTail management should make a decision to name me as the Pearson Financial Group owner. Otherwise, Redtail becomes complicit in a FINRA violation. Jerry Tucker OSJ Manager Pearson Financial Group Lake Oswego, OR 97035
By Karen4545
Nice improvements in the recent update but still lacking as an app
Definitely an improvement but still has opportunities. Face ID was used in the update video but I can’t find a setting where I can enable it (it is enabled in my iPhone’s general settings but I don’t see it in the app itself). I also wish you’d include an About menu that would show the current version being used, as well as a Check for Updates button. Also, I wish that filters could be applied when searching for a specific group of contacts. The developers need to step up their game because there are other excellent CRMs out there that also integrate with our various systems but have superior mobile apps. Keep improving, and we’ll stick around.
By Hsbonline
Def improvement but needs more
Need to be able to search and sort opportunities and/or up opportunities by contact. When I view the description of an activity on iPhone, it has the html source coding rather than plain text. It makes it impossible to read.
By Frustrated Financial Advisor
Can’t see my calendar of activities
This has been occurring for the past 1-2 months and it’s very frustrating. It makes it difficult to prepare for the upcoming day. I have been a user for almost 10 years and I have never been so frustrated.
Have a Problem with Redtail CRM? Report Issue
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Why should I report an Issue with Redtail CRM?
- Pulling issues faced by users like you is a good way to draw attention of Redtail CRM to your problem using the strength of crowds. We have over 1,000,000 users and companies will listen to us.
- We have developed a system that will try to get in touch with a company once an issue is reported and with lots of issues reported, companies will definitely listen.
- Importantly, customers can learn from other customers in case the issue is a common problem that has been solved before.
- If you are a Redtail CRM customer and are running into a problem, Justuseapp might not be the fastest and most effective way for you to solve the problem but at least you can warn others off using Redtail CRM.
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