Hey Tim - I feel you on the frustrations of workflow management in Redtail CRM! It can certainly be a headache. Meeting Registration - Zoom - Redtail COO Circle - here is a great group to join with Redtail directly that they launched after their San Diego conference last year. I have found it helps to get the knowledge from peers willing to lend a hand, but also straight from the source! There are also other roundtable monthly meetings taking place you & your team may also find of benefit, like the Redtail Community Roundtable, our ops staff attends in rotation. (28) Aubrey A. Jones | LinkedIn - If you're not already connected with Aubrey, she is also part of Redtail as a SME & External Trainer & will connect you with the best resources if she doesn't already have the answers herself. While my firm has not explored all other avenues you've listed above as of yet, I have found it helpful to mitigate the workload off my staff by leaning directly on Redtail support (i.e. calling CRM support & keeping them on phone w/ screenshare to drive efficiency while cutting through the red tape to ensure workflow management remains accurate for seamless ops transitions of process as well). Are there particular workflows you have struggling the most with? Have you utilized the redtail workflow template library to assist without the need to build/edit from scratch? Happy to chat!

Hi Lisa, while I don't yet have access to the 2026 full study, I do have their presentation deck from a recent webinar. If anyone else has the full study to share, that would be greatly appreciated. Thanks!

You're most welcome, happy to help! I have our intern completing a summer capstone project to benchmark our firm against the latest data & am excited to see what key strategic takeaways they present in the next few weeks ahead!