Welcome and Onboarding
Start Strong
with Redtail
Transitioning to a new CRM can be daunting, but with Redtail’s dedicated Welcome Team and comprehensive onboarding and training resources, you’re never alone.
Personalized Support from Day One
At Redtail we understand that transitioning from your legacy system for client management can pose challenges for many offices, as you may be worried about maintenance of your data, downtime during the actual transition, learning a new system, and any number of other items that often accompany making a change in the way you handle your business.
This is why we have a Welcome Team in place to help address those concerns and to ensure that your transition to Redtail is a smooth one that allows you to hit the ground running.
Our Welcome Team Is Here to Help with Your Data Import Needs
Our Welcome Team is highly trained in the process of assisting users during this process and consists of analysts and CSRs with years of experience doing so. One of these team members will call you on the day you activate your Redtail subscription to welcome you and discuss the transition process and your data import (if applicable).
Additionally, they will schedule a further one-on-one call to discuss any mapping or import concerns you may have, if necessary. If you do need data imported, after your Redtail activation we offer free basic and custom imports from over 40 different CRMs.
We can’t wait to welcome you to Redtail and look forward to getting to know you soon!
Questions or Need Assistance?
Our Support Team is always available to help you navigate any challenges and make the most of Redtail.
Training and Continued Learning
Redtail offers a variety of training resources to suit different learning styles. From live webinars to on-demand tutorials, you have access to comprehensive materials to deepen your understanding of Redtail.