door RedTail Technology4.1/5 47 beoordelingen
Wie gebruikt deze software?
CRM solution which assists businesses of all sizes with client data management, workflows, email marketing and data exports.
Gemiddelde scores47 beoordelingen
- In totaal 4.1/5
- Gebruiksgemak 3.9/5
- Klantenservice 4.2/5
- Functies 3.9/5
- Waar voor je geld 4.1/5
- Beginprijs US$ 99,00/maand
- Prijsinformatie per database
- Gratis versie Nee
- Gratis proef Ja
Cloud, SaaS, Web
Mobiel - iOS native
Mobiel - Android native
- RedTail Technology
Over RedTail CRM
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals.
Functies van RedTail CRM
- Documenten opslaan
- Integratie van marketingautomatisering
- Integratie van sociale media
- Interne chatintegratie
- Mobiele toegang
- Offertes en voorstellen
De nuttigste reviews van RedTail CRM
Beoordeeld op 11-10-2019
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.
Beoordeeld op 4-4-2018
Great fit for small to medium sized RIAs looking for a CRM solution tuned to the Financial Advisor.
Opmerkingen: 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.
Pluspunten: 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.
Minpunten: The iphone app is really not that robust. It's ok, but we would much rather see a higher performance, more feature rich implementation.
Beoordeeld op 23-7-2019
Redtail CRM Review
Pluspunten: This program is extremely user friendly to use.
Minpunten: The downside is there isn't a way to customize things.
Beoordeeld op 7-11-2017
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.
Beoordeeld op 8-5-2019
HMFG Redtail Review
Pluspunten: Having an interface that talks to other programs has helped out quite a bit. The ability to have a program do more tedious work that is done repeatedly has saved the firm time doing more important things.
Minpunten: There are not many things that we see as a negative. Some of the options that are there to help customize are a bit hard to find but besides that there are not many issues.