Jive

Using Redtail's API, Jive Communications now offers an integration with Redtail that will automatically display a notification window for incoming calls, scan your CRM contact records against that incoming call and then allow you to either a) launch a matching contact's record, b) enter a Note on a matching contact's record or c) create a new contact record, based upon data from the incoming call. All setup is handled on the Jive side and you can learn more  here.

PreciseFP

PreciseFP has updated their integration with Redtail, allowing you to import contacts from Redtail into PreciseFP and to export updated client data from PreciseFP back into Redtail.  All setup is handled on the PreciseFP side and you can read their instructions for setup and usage here.

 

This year we'll cover daily usage and best practices within Project Tailwag, the shiny new model of Redtail CRM, highlighting all of the new tools and functionalities at your disposal. Join our Redtail experts to learn to manage your time more effectively and grow your client base!

 

Redtail University  

Philadelphia, PA 

  

Redtail University  

Las Vegas, NV 

  

Redtail University  

Minneapolis, MN