| Software Version: 10. To establish your integration with FMG Suite, click the FMG Suite option accessible from your Integrations menu in Redtail. It’s here! The industry’s favorite CRM has rolled out Redtail Plans to help you start in your CRM and stay there. Whiteboard with your team how prospects and leads should be reached out to. 0479-OPS-2/15/2023. A few items to take care of in regard to your Redtail account. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. 07 Nov 2023. Redtail CRM. Redtail Technology > News > Release Notes. Mail (Mac): Creating an . It would also be nice for the purpose of linking a power of attorney to an account. Our appointment reminder software can be set up exactly how you need: send automatic confirmations and timed reminders, and get confirmation or cancellation from clients. Magazine’s annual Inc. Option 2. Anonymous shared this idea · May 12, 2021 · Report…. In the meantime, please try again. 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. They are used as part of the login, authentication and session management flows of the SaaS platform websites. Password. Redtail uses 256-bit encryption from GoDaddy, one of the largest and most reputable providers of SSL security in the world. Clicking the Orion Portfolio tab in the Accounts area of Redtail CRM for one of your individual clients will display that client’s Portfolio Summary from. Check out the templates below for some ideas on how to get started with creating automations within your own database. Redtail CRM offers subscribers a ton of opportunities to customize their CRM, both at the individual and at the database level. Unlike our regular Redtail University LIVE events, RTU Masters is a 2-day training and education seminar designed to move away from the nuts-and-bolts focus on CRM functionality, and focus on more advanced topics like strategic application and office processes. Access to ClientWorks through public computers is strictly prohibited. The usual CRM features include pipelines, calendars, tasks, and integrations. . Free support. Can connect to the default email calendar in Outlook. Outlook: Enter Your Password Pop-up. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. 2. 2 or at sales@redtailtechnology. The integration with Orion Portfolio Solutions will then be established with Redtail CRM. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here. All the details that you should need in order to get. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. Simply enter your Redtail account information in the Quik! Forms App account settings. Go to the Support Portal and click Log In in the upper right corner. Advisor Portal (Brinker) Advisor Portal (OPS) Client Portal (Brinker) Client Portal (CLS) Client Portal (OPS) TownSquare Capital; Admin & Sub-Advisor New to Redtail? Start My Free Trial! Username. Contact Redtail CRM Support. Work Smarter | Redtail Technology, Inc. support@redtailtechnology. 3 Billing:. It offers a free forever plan for up to three users and $14 per user, per month, for each user. We don't use Redtail's CRM internal calendar. About: Redtail Technology, Inc. Redtail CRM. The Not In Good Order. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Make a first impression, faster. Contact: 800-206-5030 support@redtailtechnology. 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. Allie Zendrian. Next, within Redtail’s Web Links area, click the new button in the top right corner (which you can see above). Remember, this preference setting is for your login only, so it should reflect what your default settings should be. Reporting *Fixed: We resolved an issue where those using Internet Explorer 11 as their browser were unable to export/generate standard report PDFs. Additionally, it integrates with Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro, and it allows users to import data into and export data. Orion Portfolio Solutions, LLC a registered investment advisor. Our highly trained Support Team is. (Redtail) Contact Overview Menu: Accounts. 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. 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. Some users have mentioned Redtail lacks a modern feel with more capabilities. Redtail CRM provides you with the tools to effectively manage your client relationships. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here. com sales@redtailtechnology. If you are the database owner for your subscription, when logged into Redtail CRM you will see a "Manage Your Subscription" option available beneath your name in your Top Right Menu bar: After clicking this link, you will be prompted to login again as an added security measure. New to Redtail? Start My Free Trial! Username. 0 on your machine, you can click the download link above - then, select the option to "Run. 1. PasswordWeb-based Client Relationship Management software (CRM), integrates widely and deeply with other popular tools for the Financial Advisor. Please enter the first and last name EXACTLY as displayed in your invitation email or letter. Manage Your Account: Manage Broadcast. (Redtail) How do I link documents in a contact's CRM Document Storage to one (or more) of their accounts?. Register now for this webinar on March 21st at 10:00 am Pacific. Shane shared this idea · March. It will have a new Redtail folder with a date and time stamp, and look something like this: Once the sync is confirmed, you can then move forward in setting up your Redtail-hosted Email (as an IMAP account) in the new. 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. Redtail CRM vs. (Redtail) Unlinking / Relinking Accounts. 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. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. By logging in, you agree that you are accessing a secure system and will abide by the policies regarding it. In our next Manage Your CRM series post, we’ll take a look at Managing Team Notices and Web Links in Redtail CRM. Set Users to your name. . Enter your Redtail Username, we will send a reset link to the email address associated with that Username. salesforce. Access essential back-office and client management features from one dashboard. A new integration between ChatGPT and Redtail. Redtail CRM allows you, at a glance, to pepper your client conversations with the things that are important to them as an individual (or to market to them based upon that information). Tags: chat, redtail speak, texting. Free Trial. User Interface. To enable your ClientWorks integration with Redtail, you’ll need to authorize the setup from within Redtail CRM. Digital account open. 206. Use the Redtail Integration to Import Client Information . 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. After typing in your password, click Next to proceed. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Integration functionality: FEATURES AVAILABLE TO ALL REDTAIL CRM SUBSCRIBERS . Manage Your Account. From the “My Clients” home page, click the plus (+) button, bottom right, and select Import Client, as pictured below: 3. Login. 3. To edit a Saved Filter: First, apply it from your Saved Filters tab. Sync contacts via Quicklists. 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 ·. Tags: estate planning, integrations, Wealth. Redtail Technology is an industry leader in software for Customer Relationship Management, DocumentUsers_Login verifies a user's credentials and creates an active instance of the user inside of Redtail. 2661-OAT-Ascent-9/22/2023. Manage your business and streamline day-to-day operations. Redtail Essentials: Contact Record Video. Review the list of tools below to find the. As always, if you have any questions along the way as we address these, you can reach out to our team at [email protected] PR. 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. 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. 85%. Start your free trial of Redtail CRM today and see for yourself why we’re the industry’s favorite CRM. m PT. Can connect with a Redtail hosted email. Username. Contact: 800-206-5030. ★ Product Overview - CRM (video) ★ 30-minute Quickstart! (video) List of allowed filetypes on CRM Document Storage. All you do is enter the following URL into your internet browser's address bar: Next, you will enter your full email address in the Username field and your email password in the Password field. For example, “Redtail. Go to the Support Portal and click Log In in the upper right corner. 0630-OAT-2/27/2023. If you are considering Redtail CRM, here's Reason #10: You don’t want to break the bank on your technology (or on support for your tech). Example: we want employees to see all emails within a client record, however, would like to restrict the viewing of emails within employee records. Joint accounts, also trust accounts where the trustees may or may not be a part of the same household. Quicklists are optional to. Enter your Redtail creditials. As always, if you have any questions along the way as we address these, you can reach out to our team at support@redtailtechnology. 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. 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. 206. Careers . Login to MyCopytalk. RTU Masters offers education far beyond the confines of your CRM, including. Learn more here. 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. Cory Carlton · May 04, 2017 06:55 ·. By logging in, you agree that you are accessing a secure system and will abide by the policies regarding it. com 800-206-5030. Database Lists. Enter your Redtail creditials. Wealthbox is the #1 rated CRM for financial advisors. Choose Morningstar Office and enter your email login and the access code that you copied: Click Save. Vote. From the “My Clients” home page, click the plus (+) button, bottom right, and select Import Client, as pictured below: 3. Redtail CRM. Favorite Reports. The first option that we will explore is the Direct Access option. Redtail CRM. (Redtail) Account Management. When you next access your Web Links, you should. With this option, you have the ability to access your webmail client from within your Redtail 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. Sign In. Please Login. See who will be featured on Redtail's login page. We track these errors automatically, but if the problem persists feel free to contact us. NET Framework 4. Manage Your Account: Manage Database Users & Teams. com. NEW: How Do I Access My Imaging Account? (CLASSIC REDTAIL IMAGING) Product Overview - Imaging [18:27] (CLASSIC REDTAIL IMAGING) Site Navigation in Redtail Imaging. ²Source: T3 Inside Information Software Survey, 2023. Growth, Unleashed. Free Trial. Correlation ID: 6bb8c39c-2413-4610-bac1-c0bc619ef64c. CRM Integration. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. Outlook Web Access. Account Type Info: Utilize POP, IMAP, or MAPI accounts. is the leader in web-based Client Relationship Management solutions for the financial advisor. Find the activity and click on the activity to open it. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. 2 to inquire OR email plans@redtailtechnology. Tags: Best Paw Forward Photo Challenge, dog. We’re pleased to provide links to recent episodes here and hope you’ll find many of these informative and/or inspiring. *Subject to your BD’s approval. Anonymous shared this idea · January 10, 2012 · Report…. The usual CRM features include pipelines, calendars, tasks, and integrations. Simultaneously, it helps eliminate much of the siloing w/i your office, as everyone has access to all of the same information (with the exception of those things. Direct Login . 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. You can also request more information here. For each message, you'll then have options to:We track these errors automatically, but if the problem persists feel free to contact us. 2021. About Redtail Technology. The company is dedicated to helping advisors efficiently grow their firms. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Redtail CRM Addendum. 3. Without leaving the Redtail platform, Redtail subscribers may view: Morningstar Security HTML reports: The Morningstar Report for mutual funds, stocks, closed-end funds and exchange-traded funds presents proprietary Morningstar data and in-depth investment research in. 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. Upon successfully linking the two solutions, you will see "Connected" next to the Redtail integration. Check out the included example for a good starting point. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Contact: 800-206-5030. View historical uptime. To begin setting up an Activity Template, select Manage Your Account after clicking your Name from the Top Right Menu within Redtail: Then, click “Activity Templates” in the Manage Templates area: You’ll then see existing Activity Templates in your database (if any): Click “new” and you’ll arrive at the modal where you can begin. $ 20. [If Redtail is not an option in the. Connect with 25 of the leading wealth-tech vendors in CRM, planning, and risk Data connections Direct connections to 14 custodians and thousands of financial institutionsOct 20, 2023 Knowledge. Advisor Website resources: ResourcesOver the course of our Redtail CRM Toolkit 2020 Series, we hope to be able to provide you with a ton of actionable insight into the many different ways that Redtail can help you address challenges in your business in 2020 and beyond. Posted by: Redtail Technology. Then, click the filters button above your report. Mail (Mac): Creating an . Migrating Gmail Data (email, calendar and contacts) Gmail: Redtail-hosted Email Setup. Direct Login . Touch ID ONLY appears as an option when you have. IMAGING Access, First Steps and Site Navigation. Optional rights for database users. The Terms are hereby incorporated by reference. FEATURES AVAILABLE TO ALL REDTAIL CRM SUBSCRIBERS . Zoho CRM Zoho CRM is a general-use CRM platform that is user-friendly and affordable. The first option that we will explore is the Direct Access option. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. Redtail Technology offers web-based Client Relationship Management (CRM), email and imaging solutions for financial advisors. Dog’s name: Cortado Owner: Kim Baumler Company: Prairiewood Wealth Management. com provides access to AssetMark account information as well as account custody statements and regulatory materials for accounts custodied at AssetMark Trust. Timestamp: 2023-11-17 03:06:30Z. 2 Support: Mon-Fri 5am-5pm Pacific Time Ext. To add options to your status or source list, login to Redtail CRM and go to Manage Your Account → Manage Database Lists. Then, click Manage Database Users & Teams in the Admin section: . The first section you'll see on the Preferences page is General Options : There you will find an option to change your Default Login Screen. Contact: 800-206-5030. See all 26 articles. ³. The next time Retriever for Tailwag syncs with this same Outlook calendar, the items will then sync to the Redtail CRM. Redtail Essentials: Manage Your Account Video. com sales@redtailtechnology. 2. 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. Score 8. Watch on. Redtail CRM. 0365-OAT. 3 Billing: Mon-Fri 6am. " After this initial login, going forward you'll automatically be signed into FMG. Please add the ability to automate templates based on time periods/dates. 5030. Posted by: Redtail Technology. You’d then see the below: As we’ve done above, just type in the name you want to use for your Web Link and paste in the URL you copied from that web site. 4 out of 10. Getting Started. Change the way you connect with your clients and prospects. Redtail Technology | 7,012 followers on LinkedIn. Redtail Speak allows you to communicate with your clients in a compliant way via one of the most commonly used forms of communication today: texting. 14 votes. Release notes contain info about all Redtail products - CRM, Email, Imaging, Speak and Mobile App. Number of Views 3. We would like to show you a description here but the site won’t allow us. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here. *Subject to your BD’s approval. Redtail Technology. Each month, Redtail employees will vote on their favorite photos of those submitted over the previous month. Redtail CRM's pricing is straightforward, costing $99 per month unless you are affiliated with a broker dealer. This will be on a new tab, so that you don. These recorded Continuing Education sessions take an in-depth look at a particular topic or area of the CRM. About: Access the day-to-day contact information, calendar items, and CRM capabilities. 1. As always, if you have any questions along the way as we address these, you can reach out to our team at support@redtailtechnology. Hopefully you are using Redtail CRM on a daily basis, and, of equal importance, using it in ways that bring the most benefit to your business. Register now for Redtail Campaigns Introduction Webinar. To do so, go to Manage Your Integrations: From your Manage Integrations page, click the actions icon for ClientWorks then select Settings: You'll then be prompted to "Activate 2-way Integration": Click that button, at which point. This option is quite simple. (Redtail CRM is currently the only available integration for Speak). Password. Registration: Click Here to Select a Scheduled Webinar Date. Clicking the Orion Portfolio tab in the Accounts area of Redtail CRM for one of your individual clients will display that client’s Portfolio Summary from. Redtail Email - provides financial professionals with a convenient and compliant way to retain, retrieve, and report on email correspondence. Select Enter Hub to continue this process in the background: Redtail Technology Locates Headquarters In Sacramento, California. Capabilities include contact management, email, reports, seminar management and integrations. Login. Redtail CRM is a web-based system that enables financial professionals to manage prospects and clients. Redtail CRM has new updates centered around Note, Document, and Account linkage to assist further with Reg BI compliance. com sales@redtailtechnology. 3. com or check out our HelpDesk articles on getting started. redtail, retail crm software, best retail crm examples, retail crm best practices, retail crm dashboard, retail crm examples, redtail crm login, retail crm systems Rafael, also periods from others, especially car which requires. I would like to be able to link accounts to multiple contacts. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Populate the ‘Client Since’ field, Marital Anniversary Date, and DOB for each of your Active Clients. The default setting out-of-the-box is your Today page, but, as you can see below, you have many options to. To begin setting up an Automation Template, select Manage Your Account after clicking your Name from the Top Right Menu within Redtail: Then, click “Automation Templates” in the Manage Templates area: You’ll then see the below (if there are currently no Automation Templates set up in your database): Click “add” and you’ll arrive at. Click the question mark icon on the top right >. CRM > Accounts Opens in new window. Trending Articles (Redtail) I am locked out of my Redtail account. User Interface / User Experience Setting a preferred length of time for each activity type, ie appointments would be an hour & 15 mins, tasks 15 minutes, phone call 30 minutes, etc. Mail (Mac): Redtail-hosted Email Setup. Redtail Campaigns puts a huge library of compliant, FINRA reviewed marketing content at your fingertips: Professionally written, expertly designed content assets from these campaigns is geared to be arresting and to “stop the scroll”. The CRM preferences we’ll consider in this post fall under the category of “Notification Options”. Additionally, you have two areas from within the CRM to access your Imaging database: 1. Manage Your Account: Manage Web Links. DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here. Redtail CRM Overview Demo (60 min) LIVE Every Tuesday. So, to enable Touch ID again for the Redtail CRM app, you'd need to log in. 1915-OAT-10/12/2022. Under Settings choose the Accounts option and select your primary account. The integration with Orion Portfolio Solutions will then be established with. From the “My Clients” home page, click the plus (+) button, bottom right, and select Import Client, as pictured below. Pro: $59 per month when billed annually. Posted by: Redtail Technology. Enterprise SSO. Outlook 2010: Remove an Account. 2. 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. Change the way you connect with your clients and prospects. ★ LIVE Webinar Schedule. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. Contact: 800-206-5030 [email protected] Tech That Grows with You. Create a User Defined Field “RMD Taken 20XX” with the text type of Yes or No, where XX is the year you wish to. Redtail Technology, Sacramento, California. OMAHA, Neb. For users of Redtail CRM, email correspondence is automatically linked to the appropriate contact record. Personalize models online, at scale. About: Redtail Technology, Inc. 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. Mail (Mac): Redtail-hosted Email Setup. Redtail Technology, Inc. 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. Select the user lists you wish to import from Redtail to TIFIN Wealth, and specify whether or not you classify them as a Client or a Prospect:February 28, 2023. 3. Default Login Screen. 05K8. To enable this, go to the Manage Your Integrations page and locate your Redtail Webmail box:Directions: 1. Login. Training from Home: Victory in a Virtual World series. Form-filling software. If you can keep these six things in mind, you will have a smooth, effective Redtail experience: 1. Direct Access. How To Use Redtail CRM for Marketing [35:26] – This webinar covers some of the tools available within Redtail that can assist you with your marketing/holiday efforts, ranging from client segmentation methods to blast emails to your selected groups. Redtail email is geared towards financial services professionals. 3 Billing: Mon-Fri 6am-3pm Pacific Time Redtail support takes great pride in being available through multiple channels to help Redtail users whenever they may need assistance. support@redtailtechnology. About: Redtail Technology, Inc. Access to ClientWorks through public computers is strictly prohibited. Home. And now, without further ado, our winner, who will be featured on Redtail CRM login pages during the month of March, is: Winner. Single Sign On (SSO) from the Redtail CRM . Contact: 800-206-5030 support@redtailtechnology. 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. You're then ready to begin using the integration. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. 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. CRM solution which assists businesses of all sizes with client data management, workflows, email marketing and data exports. Get the email, read the activity and prepare reply needed. Map Your Custom Questions to UDFs in Redtail. 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. (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. Redtail CRM; Wealth Management Logins. Redtail CRM is a web-based system that enables financial professionals to manage prospects and clients. Once you have Microsoft . So, to enable Touch ID again for the Redtail CRM app, you'd need to log in manually and let the app time out when you've finished using it. Setting up the integration: To set up the integration, from the MyRepChat Dashboard go to Settings-->Integrations-->Connect to CRM. mbox backup. Agent Portal - UHC Medicare & Retirement. It helps track client data, automate time-consuming tasks, organize records and more. 3 Billing. Orion Podcasts – October 2023. Category: New Features, Release Notes. Redtail Technology > Careers. $65. These recorded Continuing Education sessions take an in-depth look at a particular topic or area of the CRM. Wealthbox is a. You can create activity templates under. Write reply and submit. redtailtechnology. It enables them to plan and manage seminars, events and create reports of all activities. Creating and Using Workflow Templates in Redtail CRM. 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. 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. Enter your Redtail creditials. Redtail Essentials: Contact Record Video. (Redtail) How do I manually add an account to a contact record in Redtail? View All (20+)For Redtail CRM subscribers, integration between the two platforms is available. Save User Name. Redtail's Internal Email Client. Access the day-to-day contact information, calendar items, and CRM capabilities necessary for you to manage your client relationships. Redtail frequently releases new features and updates. domain . See More #1 Ratings →. Redtail Imaging is all new, with a modern, overhauled user. The initial sync can take an average of 5-10 minutes, depending on the volume of activities you have in the CRM. ”. 00 Per Month. Login to your Voyant account. Video not Loading? Unable to view YouTube? CLICK HERE. com Business Hours Sales: Mon-Fri 8am-4pm Pacific Time Ext. Get your API Key. Neal. No part of this site may be reproduced, stored or transmitted in any form or by any means - electronic, mechanical, photocopying, recording or otherwise without the written permission of the copyright owner(s). Forgot Password ? Login. How can I get back in? (Redtail) Recorded LIVE Webinars; Can I Import Contacts from an Excel Spreadsheet into the CRM? (Redtail) Integration Partners (Redtail) Sample Mail Merge Letter Templates;How to enable journaling emails to Redtail if Google G Suite is your host.