Wie gebruikt deze software?

CRM solution which assists businesses of all sizes with client data management, workflows, email marketing and data exports.

Gemiddelde scores

43 beoordelingen
  • In totaal 4 / 5
  • Gebruiksgemak 4 / 5
  • Klantenservice 4.5 / 5
  • Functies 4 / 5
  • Waar voor je geld 4 / 5

Productgegevens

  • Beginprijs US$ 99,00/maand
  • Prijsinformatie per database
  • Gratis versie Nee
  • Gratis proefversie Ja
  • Implementatie Cloud, SaaS, Web
    Mobiel - iOS native
    Mobiel - Android native
  • Training Live online
    Webinars
    Documentatie
  • Ondersteuning Kantooruren

Leveranciergegevens

  • RedTail Technology
  • http://www.redtailtechnology.com

Over RedTail CRM

Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals.

Functies van RedTail CRM

De leverancier heeft deze informatie niet opgegeven.
  • Documenten opslaan
  • E-mailmarketing
  • Integratie van marketingautomatisering
  • Integratie van sociale media
  • Interne chatintegratie
  • Kalender-/herinneringssysteem
  • Leadscoring
  • Mobiele toegang
  • Offertes en voorstellen
  • Segmentering
  • Taakbeheer
  • Territoriumbeheer

De nuttigste reviews van RedTail CRM

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

Beoordeeld op 4-4-2018
Geverifieerde reviewer
Partner
Financiële dienstverlening
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
4/5
In totaal
4 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
4 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

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.

Redtail CRM Review

Beoordeeld op 23-7-2019
Allyson M.
Office Manager
Financiële dienstverlening, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
5 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Pluspunten: This program is extremely user friendly to use.

Minpunten: The downside is there isn't a way to customize things.

Great CRM

Beoordeeld op 3-10-2018
Geverifieerde reviewer
Senior Minister
Financiële dienstverlening, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer 
5/5
In totaal
5 / 5
Gebruiksgemak
5 / 5
Functies en functionaliteit
Klantenondersteuning
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: Overall, I am very impressed with Redtail. I wasn't a part of the team who chose this software. It was in place when I joined my present company. But I have enjoyed using it and wish I'd been given it for the previous companies I worked with.

Pluspunten: Redtail allows you to input just about every detail imaginable about your clients. It gives you birthday reminders. You're able to store related documents for client accounts. It integrates with multiple software programs so that client information can pre-populate when you're completing applications. It allows you a simple way to document client conversations. It's just about the most robust CRM I've seen out! Wow!

Minpunten: I think this is a minor drawback but it matters because other programs seem to offer this option. You cannot merge records. If you find the you have entered a client twice, there's no way to merge the records and keep what you want to keep.

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

Beoordeeld op 7-11-2017
Peter S.
Accountant, Tax Preparer, IT consultant
Financiële dienstverlening, 13-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
3/5
In totaal
4 / 5
Gebruiksgemak
3 / 5
Functies en functionaliteit
4 / 5
Klantenondersteuning
4 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

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.

Great CRM for your Small Business

Beoordeeld op 10-1-2019
Mandy M.
Client Service Specialist
Financiële dienstverlening, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
5 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Pluspunten: 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.

Minpunten: 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?!

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