Redtail CRM reviews

Great opportunity when leveraged properly

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

We love Redtail!

Opmerkingen: 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

Pluspunten:

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so over the three years we've been using it, it has only become more functional and user friendly versus feeling outdated.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.

Minpunten:

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.

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

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Redtail CRM is great for Financial Advisers

Opmerkingen: I've been using Redtail for 5+ years and every day I feel like I find something new and exciting to do with it.

Pluspunten:

Easy to learn and use. You are able to run a report for just about any scenario.

Minpunten:

If you have a small office, work flows may be more work, than necessary.

Redtail Customer Service Review

Opmerkingen: the CRM software is great, however the customer service experience we have received takes away from the value of this product

Pluspunten:

Ease of use and navigation - it is very easy

Minpunten:

There is a serious lack of training at the initial on-boarding. Also, the biggest negative - the customer service team needs a lot of work. You constantly have to follow up with them after weeks of waiting, and even when you follow up, they never have an answer or solution, and state that they need to contact another team member for an update, then you end up waiting another week or two before any progress is made. This scenario has occurred with our team at least a dozen times.

RedTail

Opmerkingen: RedTail is a good CRM but some of the functionality could be improved on so it isn't so "clicky"

Pluspunten:

They only charged per office and allowed up to a certain number of users without any additional costs. We could add or remove profiles ourselves for new or terminated employees.

Minpunten:

You had to make multiple "clicks" to get certain information for clients. They didn't truly integrate with several of the software programs. Integrations were mostly single-sign-on. Emails had to be copy and pasted to contact profiles.

Not a bad CRM, but I ultimately took my business elsewhere

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Redtail provides functional CRM for finance professionals

Opmerkingen: Redtail does what I need it to do for the most part.

Pluspunten:

I like the layout; the information is spread out on the screen in a way that is it is easy to read and find what you're looking for.

Minpunten:

Certain functionalities are not available. Specifically I wanted the ability to have a Redtail hard-coded field for annuity maturity dates. I also want ability to show when client canceled appointment rather than removing it entirely from the database.

Redtail Review

Pluspunten:

How intuitive it is to create activity tasks and then also to create templates for processes that we use all the time.

Minpunten:

There are sometimes very easy features that you think would be available that aren't. It is important to find lists and create lists of data and then be able to sort and customize and export and it just isn't quite there with Redtail CRM. We are hopeful that the merger w/ Orion will create better reporting lists.

More features than we can use

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

Pluspunten:

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.

Minpunten:

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

Best CRM this Far

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Customer Support Is Horrible

Pluspunten:

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

Minpunten:

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.

Poor customer service

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

Pluspunten:

Its cheap but that comes with compromises!

Minpunten:

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.

Redtail

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

Pluspunten:

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

Minpunten:

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

Invaluable for People in the Financial Planning/Accounting Space

Pluspunten:

1. Customer Service is INCREDIBLE. They will do a one-on-one training with you, any time, any where, no matter the issue you have. 2. A near infinite amount of reports and searches can be run, which makes getting your contact database cleaned up super easy. 3. Notes can be pinned to the top of a contact 4. Quicklist feature at the top is super helpful for people you regularly need to contact 5. Templated notes makes note taking for things like tax season really easy

Minpunten:

1. I wish notes could be edited. 2. I wish notes were viewable in email, although this may be a compliance issue.

Easy to Use

Opmerkingen: Easy of use and cross-platform capabilities.

Pluspunten:

This software is easy to use and it is also easy to train new team members on how to use it. Also the mobile app makes being offsite much easier.

Minpunten:

Some of the functions are a bit basic. Most of them have to do with searching inside of the database.

Red Tail is a great system but is not intuitive and is sometimes difficult to navigate.

Opmerkingen: There are many programs that work well with Red Tail.

Pluspunten:

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.

Minpunten:

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.

Redtail Is great

Opmerkingen: A CRM tool to house all client information and appointments.

Pluspunten:

Redtail's ease of use. It is a great software and is easy to learn.

Minpunten:

Lack of certain integrations, especially with Outlook.

Seems to do everything we need it to do so far

Pluspunten:

Their customer service is definitely the best feature. Very helpful! A close second is the workflows and how to implement those into our practice.

Minpunten:

I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to.

Easy to use

Pluspunten:

It's a simple. Easy to use and navigate.

Minpunten:

Certain features are not customizable. Other than that it's a good product for what you pay.

Redtail for RIAs

Opmerkingen: I am using Redtail as my firm CRM to track all client data.

Pluspunten:

Redtail is a simple yet powerful CRM tool that made it easy for me to manage my clients.

Minpunten:

Nothing, it is a great product that is intuitive.

Great Product for Organization

Opmerkingen: Organized client files, import of client info into other apps, information grouped to print only certain set of data you need to present to a client.

Pluspunten:

It keeps everything about a client and business partner organized and safe. There are plenty of options to use other apps with Redtail, such as LaserApp. This works great to import all client information easily into another app without having to type it all in over and over again. Another great feature is all the information topics you can add into one client. Everything in one spot!

Minpunten:

It can be better organized to find certain features faster and easier. Being able to edit notes instead of delete and start over or just comment on them would be great.

RedTail is SOLID

Opmerkingen: Very positive, an excellent library of resources, specific to financial services

Pluspunten:

I like that it is cloud-based, easy to use, and functional for our office and client needs.

Minpunten:

I wish it was able to have emailing capabilities.

used for daily tasks and workflows between multiple users

Pluspunten:

super easy to use and the set up is amazing. very clean, neat, and organized. would recommend to anyone

Minpunten:

It could maybe load a bit faster instead of needing to refresh pages once tasks are completed

Intuitive; wish there were better calendar reminders

Opmerkingen: We are able to track all meetings, notes, emails, deliverables, etc. for clients.

Pluspunten:

The CRM does it all for us with client information, tasks, and calendaring. It syncs with other technology apps.

Minpunten:

As far as I know, there is no way to get reminders (a la Outlook) for appointments. I now need to constantly monitor my calendar.