Redtail CRM

RATING:

4.1

(81)

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...

Awards and Recognition

FrontRunner 2023
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Redtail CRM Pricing

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

Starting price: 

$99.00 per month

Free trial: 

Available

Free version: 

Not Available

Client library
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Redtail CRM Reviews

Overall Rating

4.1

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for Redtail CRM

1 - 5 of 81 Reviews

User Profile

Ryan

Verified reviewer

Airlines/Aviation, 2-10 employees

Used daily for less than 6 months

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed April 2020

Great CRM

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.

PROS

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

CONS

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.

Reason for choosing Redtail CRM

Price

Thomas

Financial Services, 2-10 employees

Used daily for 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.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed April 2022

Redtail

Good

PROS

Syncs with broker dealer. easy to navigate pages.

CONS

Doesn't separate out tasks and calendar.

Reason for choosing Redtail CRM

I will switch to WB

Jeremiah

Used daily for 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.

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed December 2017

Not impressed by the user-interface, but the CRM serves it's function.

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

PROS

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.

CONS

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.

Henry

Financial Services, 2-10 employees

Used daily for 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.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed April 2022

Inexpensive Option relative to Salesforce

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

PROS

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

CONS

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

User Profile

Mandy

Verified reviewer

Financial Services, 2-10 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2019

Great CRM for your Small Business

PROS

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.

CONS

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?!