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?!

Overall, I was displeased enough with the software that within 6 months of joining Redtail I lobbied hard enough for the firm to switch to Wealthbox and spent nights and weekends figuring out the software and spearheading the move as I was very frustrated in the lack of customizations and user interface.

Redtail is a good software and has a lot of functionality for contact management (assets, liabilities, notes, etc.) I do like that Redtail is more encompassing than many other CRMs (ex outlook) that can track way more customizable information.

There was very little customization that made navigating the software difficult. Also i found the contact management interface difficult. In addition, tech support had very long wait times and ultimately required a bunch of email back and forth which is not helpful when your issue is complicated.

We use it to capture all communications with clients and we love the automatic import features

This is the best CRM I have ever used. The software is very robust. We likely don't use most of the features but the features we do use work really well.

There is too many things that can be customized and every user might customize differently whch adds a bunch of useless data.

We use Redtail for contact and task management. It's easy to collaborate with other team members on tasks for our clients.

The interface took some getting used to but could be improved. For example, the text box when editing an activity is small; often you can't read all of the text without scrolling.

Redtail CRM software has a very intuitive setup. However, the mobile app leaves something to be desired. A persistent password reset issue, and he absence of push notifications makes the app clunky to use. The core of the software is as intuitive as any though.

Intuitive, very efficient

Subpar mobile app experience due to recurring password resets and no push notifications for calendar events

It works well as a basic CRM for managing contacts, notes, and ongoing tasks as well as the ability to sort clients based on any data point. However, though it is a good value, it cannot provide integration with software providing data feeds, up-to-date investment account data, etc. and is not meant to be a "all in one CRM/practice management" tool.

Easy to navigate, add/edit contacts, create different groups, ongoing tasks and ability to assign to other team members, ability to archive my outlook emails to existing contacts.

Limited functionality, not able to integrate with other software for financial services, mobile app is too simple and limited.

Not positive overall. If I’d have any

It was tailored for FS Industry and was setup for to integrate with our back office of custodian.

How slow it is. Take it for a spin and wait for every screen

Maintain my client database along with activities and notes for compliance purposes - sync's with my mobile phone so contacts and calendar is always available

Used to be great but the past 5 years or so we've seen less attention and customer service is lacking - suggestions are noted as planned but no movement for years and new suggestions or comments sit awaiting moderator approval and never become visible to the community. Can take hours to get customer service on the phone to resolve issues and we haven't seen an update to the program in ages. Doesn't seem they care anymore about the users experience.

If you need technical support, be prepared to wait on hold for close to an hour.

Customer support sucks. If you call in for support, you will be on hold for close to an hour. You will also listen to their stupid prerecorded messages which play over and over the entire time.

Very poor customer service. Hire some more service techs over sales reps.

Its cheap but that comes with compromises!

Once again I needed technical advice and since I new I was going to be on hold FOREVER I thought I would let others now that the company puts very little emphases on customer service. Call the sales department--someone will be available very quickly; Call for customer service....Good luck! I am currently caller number 16 in line. I don't call very often, but when I do it is atrocious.

Great product for financial advisors. Takes some getting used to.

My favorite aspect of Redtail is the vast number of integrations with other applications. Redtail does this very well.

It seems bloated and their email solution is from the dark ages.

I seriously love Redtail, I have used other CRM's but Redtail was so easy to use and when I have a question I can either search online and watch a video or call customer service. Best customer service around.

Ease of use. Integration with 360. Customization. CUSTOMER SERVICE is the best.

Workflows, they have updated them but still not the best.

Great overall tool to manage our team's ongoing tasks, notify each other when a task is updated or a note added, record keeping of notes on our clients, syncs with Outlook and other tools.

Organizing all my tasks day to day and long-term, with ability to share and reallocate tasks among users

Not as intuitive in how to use some features, and doesn't have an easy way to access training or learning modules to get up to speed on utilizing all the features.

There are many programs that work well with Red Tail.

It is compatible with a lot of programs but to get to the IT people to have them speak to each other is a very arduous journey. Once you explain what you need it can take up to 90 days or more to get it integrated.

It is not always easy to learn and it can take some time. You will need to take some time to get used to the system.

Very robust for tracking clients. Can use it to track almost anything I want. Calendar is also very easy to use

Wish it did a little better on the life insurance side. Better integration with outlook would be nice

Fantastic! Highly Recommend!!!

This software allows us to track all of our customer information. It quickly and easily allows our office staff to get customer information on the fly. Love that it is web based and SO easy to use!

Some of the functionality is not pertinent to us and it would be helpful if we could turn off or hide some fields.

1. Excellent training and online resources available in multiple formats: live in-person classes (although for a fee), free live webinars, custom webinars, recorded webinars, and an extensive searchable library of help articles and mini-videos. In fact, most topics have both articles with screenshots and mini-videos, so whichever format you prefer is available. 2. Ease of use: The only reason I gave Redtail CRM 4 stars instead of 5 is that it has so many features that it can be a bit daunting. 3. Integration: Redtail has integrations set up with dozens, maybe hundreds, of programs.

Only small nitpicks, like wishing more things automatically created notes or the organization of a few screens. Overall, the feedback I've received from our reps is quite positive.

Not great. It was not intuitive and there are other solutions for a similar price that are much better.

There were a number of integrations with other companies that were useful.

Basically no product enhancements in the 3 years I used it.

I like how easy it is to fill out a client profile and attach tasks and documents to it. I love that when I click on the email of one of my clients, it automatically opens an email ready for text in my email application. Redtial is an everyday resource for me.

I do not have any complaints currently.

I like the simplicity of the software. It is easy to use and all of the buttons are very distinctive.

There are not many features to this CRM. Although it is easy and simple to use, the features are not too in depth.

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.

The workflow portion has not yet been to full use in our model. I would prefer a more Microsoft Project approach to this feature