What's new(s)letter
June 2013 CRM updates

Run Seminar Mail Merges / Labels, Filtered Against Seminar Attendee Status This new functionality makes it much easier for you to run targeted seminar campaigns.

What's new in integration?
goalgamiPro logo
Advisor Software Resources:


Demos and Webcasts

Get Started

About ASI

More information on goalgamiPro is here.  This new integration provides you with a Single Sign-On option from Redtail to goalgamiPro, as well as allowing you to import client and account data from Redtail CRM into goalgamiPro.

Investacorp Logo
Investacorp Resources:


About Investacorp 

Corporate Technology

Advisory Platforms 

More information on Investacorp is here.  This new integration with Investalink provides you with a Single Sign-On option from Investalink to Redtail CRM, as well as allowing you to import contact data from Redtail CRM into Investalink.

Laser App Anywhere Logo
Laser App Resources:



List of Available Forms

Free Trial

More information on Laser App Anywhere is here.  Our integration with Laser App is not new, but they released a cloud-based version of their product, Laser App Anywhere, and you can now use this version with Redtail CRM in order to send contacts to their form-filling software from your tablets or smartphones.

Quik Forms logo
QUIK! Resources:

Contact Information


Learning Center


More information on QUIK! is here.  This is not a new integration, but we have made some updates to improve the flow of data from Redtail CRM to QUIK!

Redtail U is back for 2013, new and improved to meet the challenges of the busy advisory office. We are returning to the two-track format (Office Staff and Advisor) in order to maximize the time you spend with us. Instruction this year will focus on how advisors and their staff can use Redtail in their day-to-day work life, with a significant portion of the day also set aside for Case Studies, Round Table Discussions and Tips and Tricks of the CRM.

Redtail University

Dallas, TX

Tuesday, June 18, 2013
8:00 AM - 5:00 PM (CST)


Redtail University

Los Angeles, CA

Tuesday, July 16,  2013
8:00 AM - 5:00 PM (PST)


Chicago - Book Now

Redtail University

Chicago, IL

Tuesday, August 13,  2013
8:00 AM - 5:00 PM (CST)


Redtail Technology

Assisting advisors to
work where they want
since 2003!

Follow us where you want:

Facebook    Twitter    LinkedIn    blog