Tomorrow's live training is all about setting the standard. A solid Style Guide helps your team use the same terms, structure, and logic when using your CRM. The result? Cleaner data, easier reporting, and better client service. #redtail #redtailcrm

It may be National Dog Month, but we don’t need a reason to celebrate adorable Cookie from Blue Curve Advisory. What a sweet pup!. Want to share your four-legged friends with the Redtail community? Get the #BestPawForward details here: #RedtailCRM

Join millions who have switched to Grok.

Tomorrow, we’re diving into the magic of relationships in your CRM. Join us to learn when to use Families or Memberships, and how these connections improve your service, streamline comms, and organize your data for real-world use. #redtail #redtailcrm

Things are looking up! Just like Chase and Milly from Bold Financial Group, we're looking at you and wishing you an amazing weekend! . Want your pup to show up on Redtail's login screen or socials? Check out our #BestPawForward page for all the info:

Workflow Alert‼️ . Redtail is partnering with @SOps_2020 to provide Workflow templates for any user to import directly into their CRM. Once imported, be sure to tweak and edit to your specific needs! . Find all the info about importing templates here 👉

New to #RedtailCRM? Looking for an extra boost as you get started?. Our On-Demand New User training is packed with tips to help you build a CRM that powers your practice and builds deep client relationships. Watch anytime, at your pace. Check it out 👉

As we head into the weekend, Tucker from Franklin Wealth Advisors wants to remind you that National Dog Month is for pups of all ages! Every #BestPawForward entry is special, even if not every one wins. 🐶 . See how to share yours: #Redtailcrm #redtail

🚨 Big things are happening at Redtail. Load times are faster, Early Access is open for your feedback, and our roadmap is taking us to new places. We’re not just adding speed and features, we’re building a better CRM together. Get all the info right here:

Templates aren’t just time-savers, they’re experience-shapers. Join us tomorrow, August 7, and learn how to build Redtail Templates that create consistency across your team and elevate every client interaction. Register now #redtail #redtailcrm

Redtail’s kicking off National Dog Month with our July #BestPawForward winners! 🎉 Look for Sydney & Daisy, Kyle Pierre, and Charlie on your login screen soon!. Want your pup featured next? Check the rules and requirements here: #redtailcrm #redtail

Sometimes a letter says it best! . Our trainers will be live tomorrow July 31, to teach you how to make mailing easy with templates, labels, and more in Redtail. We’ll help you stay organized and keep the personal touch strong. Don't miss it 👉

Keeping clients compliant is key. Tomorrow, July 24, join our experts to learn how to help clients avoid penalties and stay on track using info you already have in Redtail. We’ll show you how simple it can be. Grab your spot 👉

New to Redtail? We’re here to make you feel right at home in your CRM. Join our New User Webinar tomorrow for tips, answers, and the friendly support you need to start strong and grow with confidence. Grab your seat now 👉

New to Redtail? Tomorrow’s your day!. Our New User Webinar is the friendly helping hand you need to start strong, skip the confusion, and feel right at home. Join us and let’s build your confidence together.

Two paws up to our June Best Paw Forward winners! Big thank you to Mila, Ashton, and Sassy (and their loving humans!) for the adorable pics!. Think your pup’s model material? Submit your pics via social & read the rules here 👉 #RedtailCRM #BestPawForward

RT @RedtailCRM: You know that sweet spot between "I should do that" and "I'm glad I did"? That's the always-elusive prep time you hear peop….

Want fewer missed tasks and smoother days? . Join our training team tomorrow, July 10 for a webinar on building a more collaborative, clear team calendar so everyone knows what’s on deck and where to look. Register here 👉

Don’t stress the first steps, we got you! Our New User Webinar is happening tomorrow at 11am PST. We’ll help you get comfortable, answer your questions, and set you up for success in Redtail. Join us here 👉

You know that sweet spot between "I should do that" and "I'm glad I did"? That's the always-elusive prep time you hear people talking about. How do you stay ahead on client check-ins?. #RedtailCRM.

We’re taking a little break to enjoy fireworks, spend time with family, and maybe eat a hot dog or two. Redtail will be closed midday Thursday July 3rd through Wednesday July 4th. We’ll be back, recharged and ready, after the weekend. Have a safe and happy Independence Day!