Wie gebruikt deze software?

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

Gemiddelde scores

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


  • 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
  • Ondersteuning Kantooruren


  • 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
Financiële dienstverlening
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
In totaal
4 / 5
4 / 5
Functies en functionaliteit
4 / 5
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.

Great CRM

Beoordeeld op 3-10-2018
Senior Minister
Financiële dienstverlening, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer 
In totaal
5 / 5
5 / 5
Functies en functionaliteit
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.

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