Redtail CRM Software

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About Redtail CRM

Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automated office operations, broadcasting emails and seminar management. Redtail CRM helps users send bulk messages and attachments to specific groups of clients and prospects. It enables them to plan and manage seminars, events and create reports of all activities. Additionally, it integrates with Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro, and it allows users to import data into and export data from the platform. Redtail CRM is available on iOS and Android devices, and it is available via monthly subscription. It backs up...

Redtail CRM Pricing

$99 per month, per database - includes 15 users.

Starting price: 

$99.00 per month

Free trial: 

Available

Free version: 

Not Available

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Redtail CRM User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

4

Showing 1 - 5 of 68 reviews

User Profile

Paul

Verified reviewer

Company size: 2-10 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
3

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

October 2019

Great opportunity when leveraged properly

When I started working with Redtail, the previous employees in my office had not learned how to use it properly and so it was a mess. But once I got some training under my belt, I was able to understand Redtail better and started fixing all the errors that previous employees had implemented.

Pros

The team at Redtail really have thought about nearly everything. There are so many amazing features built in to the Redtail CRM that it is only at the user's own neglect if your office isn't operating more efficiently. I really appreciate utilizing automations to trigger workflows, and the reports that can be generated to track results or see an overview of how we've been doing.

Cons

Not everything is necessarily intuitive. But go to Redtail University. The training you get there opens the door to understand how everything works inside of the CRM.

Jess

Company size: 2-10 employees

Industry: Financial Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

February 2020

We love Redtail!

Overall we love Redtail and continually attribute it to the efficiency of our team. Things no longer fall through the cracks because we've taken the time to set up workflows for all of our processes and we all contribute thorough notes to our client records. We use tasks every single day to make sure things are getting done AND that there's a record of someone doing them. We use the reporting options daily and have gained better insights into the business because of the report options available. We absolutely recommend Redtail to anyone looking for an efficient and affordable CRM

Pros

Redtail is cleanest looking and feeling CRM that we trialed. Everything is setup with the user in mind, so it's very easy to use. It's also very intuitive and there aren't many learning curves. The reporting is far above what other systems offer, and the workflows have completely changed the functionality of our team for the better. The ability to set up automations has also improved our processes. Our business runs much more smoothly, efficiently, and quickly because of Redtail. We find that the workflows and automations ensure that there are never gaps in our processes and things get done in a more timely fashion. They are always making updates and improvements based on user request, so over the three years we've been using it, it has only become more functional and user friendly versus feeling outdated. The support team is always available if you need help and the classes they offer are extremely thorough and helpful. The price is very affordable per user and they absolutely deliver quality well above the price point.

Cons

There's not a lot to be disliked about Redtail, but some of the options are technologically advanced and either require a strong ability to be tech savvy or an investment in Redtail University. Various members of our team have attended Redtail University on many occasions and have found it to be extremely helpful in each of our understandings of how certain parts of the system work (mainly workflows) but unfortunately it is an additional $$ investment.

Reasons for switching to Redtail CRM

We made the switch initially because Redtail was more functional for a team, whereas our previous system wasn't as functional for multiple advisors and support staff. Redtail was also more functional visually because of the calendar customization options that they offer. It also felt more technologically forward and our previous system felt outdated.

Anonymous

Company size: 1,001-5,000 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2021

Amazing CRM

Fantastic!

Pros

This software allows me to do everything I need and then some. If I ever need help customer service has been the best. Everyone has been helpful and friendly. Using this has definitely made my life better from what we used to use.

Cons

Nothing to complain about yet. Once in a while the upload speed it slow, but that could be on my side.

Reasons for switching to Redtail CRM

Changed companies

Peter

Company size: 11-50 employees

Industry: Financial Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
3

Functionality

out of 5

November 2017

Decent online CRM with price being one of the best features - but you get what you pay for....

It is one of the lower cost CRM softwares available and for companies that can't afford anything better this is a decent solution. We quickly outgrew it's usage and moved on to something much more robust and usable.

Pros

It is fairly simple to do all of the basic functions of the software. Add contacts and information, look up contacts, edit information. I really liked that there would be a red reminder at the bottom of the webpage letting you know of an upcoming appointment within 30 minutes time. There is a search bar at the top of the screen no matter what page you are on which is nice to be able to change contacts "on the fly". Since it is web-based it is accessible from anywhere you have web access.

Cons

Redtail is almost too simple. Without enough robust features it comes in as a very simple contact manager and calendar. Since it is web based you must keep it open in your web browser at all times to have it easily accessible - BUT - most people have multiple tabs open and it is not "in-your-face" as an software application would/could be. Although there are many pros to having a web based CRM there are drawbacks as well. One being that you are automatically logged out after 30 minutes. I believe this was the highest time you could set it to and this gets old very quickly. The app for phones really stinks too and was barely usable or helpful overall making it almost not even worth using.

Pressilla

Company size: 2-10 employees

Industry: Insurance

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

August 2021

Best CRM this Far

All in all, Retail is a great software and the best CRM I have used this far. It allows me to so what I need to strive with my clients and meet their needs. I like it a lot and hope to be a customer for a very long time.

Pros

Where do I start? I love how detailed it is. It allows me to: 1. Customize fields which is super important because there are certain things that we keep track of that is unique to us and wouldn't necessarily be popular fields found in CRMs. 2. Manage Contacts. The Contact Details that can be saved are great for managing your clients and getting to know them. The Membership feature is especially cool for connecting contacts that know each other like family members, friends or even coworkers. This is really great especially for referrals. Oh and it helps you to keep track of your Referrals because there is a field for that and a slot to show who referred the person. 3. Manage my tasks easily. I can reschedule task, schedule them for all day whick is my favorite so that it does not interfere with other things scheduled at specific time. This is perfect for tasks that really have no deadline in that day. Allows you to assign tasks by teams, link contacts and notes and even link additional contacts or accounts. It's very cool. 4. I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance. 5. And my favorite feature of all is the Reminder. Never miss another important moment with this CRM.

Cons

Although I love this CRM, it could use a few improvements. It doesn't allow me to delete or replace fields that it comes with which is a bit annoying because some are unrelated to my business and instead of adding more to what's there,I would prefer to just delete and keep only what I need to avoid the cluster. The next big thing for me is that the workflows (which I love the feature of) does not list under my task although they are tasks to be completed. The workflow tasks are only displayed under the workflow category which takes an extra step to get to. Once there, you will find tasks under your workflow to complete. It would be great if they were listed under the General tasks too.

Reasons for switching to Redtail CRM

Better features for what I needed.

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