All Redtail CRM Reviews
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Redtail CRM Reviews
Reviews Summary
Overall Rating
4.1Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4
Customer Support
3.9
Value for money
4.2
Functionality
3.9
Pros
"It also integrates well with industry-specific tools, and the built-in document management is really useful."
"There are lots of "extras" that we don't use, but it works for what we need it for (CRM for a financial services firm, note keeping, contact management)."
"The most critical features for us as a team was to handle the workflow management as well as reports and analytics of our financial data along with that Redtail CRM is affordable in long term"
Cons
"I don’t like how slow it runs, really—you take it for a quick spin and end up waiting on every single screen, feels like it’s catching its breath each time."
"I don't like having to manually push my activities to see them on my todays view."
"I also dont like not being able to search by nickname for my contacts."
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