Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more.
With Redtail CRM, users can centrally manage all of their contact, lead, and client data in a single solution. Records can be tagged and categorized to simplify searching, and enable bulk editing and campaign targeting. All touches, activity, account notes, and data changes are stored in a single view in the contact record timeline, alongside account metrics. Configurable workflows enable the automation of processes including activity generation and tracking, based on a range of trigger events. Activities can also be customized and scheduled, with unlimited attendees, linked contacts and linked accounts.
Redtail CRM allows users to send out bulk broadcast emails to groups of prospects or clients, with the ability to attach files. Seminars and events can be planned and managed, with full reporting. Redtail CRM offers a range of account and client reports built in, and users can also utilize custom fields for drill-down and export custom data for analysis at any time.
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.
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.
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.
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.
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.
The iphone app is really not that robust. It's ok, but we would much rather see a higher performance, more feature rich implementation.
This program is extremely user friendly to use.
The downside is there isn't a way to customize things.
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.
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!
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.
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.
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.
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.
$99 per month, per database - includes 15 users.
Below are some frequently asked questions for Redtail CRM.
Redtail CRM offers the following pricing plans:
Starting from: US$99,00/month
Pricing model: Subscription
Free Trial: Available
$99 per month, per database - includes 15 users.
Redtail CRM offers the following features:
Redtail CRM has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Redtail CRM supports the following languages:
Redtail CRM has the following pricing plans:
We do not have any information about what devices Redtail CRM supports
Redtail CRM integrates with the following applications:
Dialpad Sell, Intulse, NetDocuments, ReminderCall.com
Redtail CRM offers the following support options:
Knowledge Base, Online Support, Phone Support