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 subscriptio...


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Supported Operating System(s):

Web browser (OS agnostic)

50 Reviews of Redtail CRM

Average User Ratings

Overall

4.16 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(24)

24

4 stars

(15)

15

3 stars

(8)

8

2 stars

(1)

1

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 50 results

October 2019

Paul from Hartwell & Company

Verified Reviewer

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

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.

April 2018

Anonymous

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

April 2018

Great fit for small to medium sized RIAs looking for a CRM solution tuned to the Financial Advisor.

Straight forward migration from ACT with good migration support, so we were up and running quickly. We now have an SEC-compliant, cloud-based CRM which seamlessly tracks and archives client email communications and has a good SEC-compliant document repository.

Pros

Low price point for a CRM that is built from the ground up to support Financial Advisers. SEC-compliant document management and email make this easy to archive and track client documents and communications in the secure cloud. Good integration with CopyTalk.

Cons

The iphone app is really not that robust. It's ok, but we would much rather see a higher performance, more feature rich implementation.

April 2020

Ryan from SkyWest Airlines

Verified Reviewer

Company Size: 2-10 employees

Industry: Airlines/Aviation

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

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.

Reasons for Choosing Redtail CRM

Price

November 2017

Peter from DP Financial & Tax Inc

Verified Reviewer

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

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.

February 2020

Jess from B3 Wealth Strategies

Verified Reviewer

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.