We have been using this CRM for about 3 months now after a recommendation from a Field Marketing Office and we haven't looked back since. I had experience with other CRMs like SalesForce, while SF is still fantastic and top-tier, I find this to be a better value for the money.

I love that this CRM allows us to break down different tabs that are relevant to what we do as Financial Advisors. We have a clients section, prospect section, and even a seminar sections where we are able to track and market to those that are signed up for a workshop or dinner seminar, it helps us compartmentalize the different categories and groups that we are trying to engage

Honestly, the only qualm I would have is that I wish there was a better integration with drip email software, but that might be user error.

Good

Syncs with broker dealer. easy to navigate pages.

Doesn't separate out tasks and calendar.

We are able to see detailed notes on clients, and those notes never go away.

I enjoy that all information is thoroughly saved once it's in the system. You can't accidentally or intentionally delete comments/notes on clients accounts. This is crucial in a field where we need to know what has been communicated to our clients. This CRM allows us to produce reports that show when/where the client came in. This is an important process to understand how we should interact with clients to better serve them.

There are a lot of things I dislike with the software, especially for how much it costs. The interface is somewhat easy to learn, but it tends to be clunky. It takes longer than I would hope to find client names in the database, and it seems the product focuses more on integrating with other companies than it does on simplicity. Adding activities/tasks on a to-do list is something we highly value. The process of adding new tasks tends to be a little overcomplicated, and it doesn't organize well. Using workflows for specific clients is not very easy either. We spent a lot of time developing workflows for clients, but ended up ditching it for handwritten notes! Ouch. It was quicker, more efficient, and more reliable than using the CRM.

Even with limitations, it is a good value and does what a CRM should do - track interactions.

The bare bones features - CRM / tasks etc are fine but as you move up the ladder in terms of what you require from a CRM this is not such a great option as you grow. I think this is a great tool for a small start up because of the cost differential but as we are growing it is easy to see why th eadded cost of more robust systems is justified

While there are features that can be utilized, they are not so easy to implement and the lack of customer service is a negative as you grow

The team behind RedTail are always trying to improve their software based on suggestions from users. They hold trainings that travel around the country yearly so there is sure to be one near you. Unlike most software trainings, these are FUN! It's a very robust system with many detailed reports and some great search functionality too.

When changing your password (required periodically) you can't use the last THIRTEEN passwords. It says something for the security of the program but, c'mon....13?!