About Redtail CRM

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.

Key benefits of Redtail CRM

  • Records can be categorized and tagged for searching, bulk editing, and targeted marketing campaigns.

  • Activities are generated and tracked automatically by configurable workflows, and automated reminders alert users to important events such as client anniversaries, birthdays, and reviews.

  • Bulk email broadcasts can be sent to groups of prospects or clients, with support for file attachments.

  • The contact record timeline provides users with an at-a-glance view of activity, metrics, accounts, notes, and data changes.

  • Redtail CRM integrates with a range of applications, including LaserApp, Riskalyze, Albridge, Morningstar, and MoneyGuidePro.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    The dashboard gives users an overview of their daily tasks and reminders
    Customizable workflows can be used to automatically generate and track activity
    The contract record timeline records account notes, activity, and data changes in a single screen
    Activities can be customized and scheduled for multiple users, clients, and guests
    A range of client and account reports are built in
    View 6 more
    Redtail CRM screenshot: The dashboard gives users an overview of their daily tasks and reminders Redtail CRM screenshot: Customizable workflows can be used to automatically generate and track activity Redtail CRM screenshot: The contract record timeline records account notes, activity, and data changes in a single screen Redtail CRM screenshot: Activities can be customized and scheduled for multiple users, clients, and guests Redtail CRM screenshot: A range of client and account reports are built in

    Features

    Total features of Redtail CRM: 30

    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Ad hoc Reporting
    • Automatic Backup
    • Automatic Notifications
    • CRM Integration
    • Categorization
    • Client Management
    • Configurable Workflow
    • Contact Database
    • Contact History
    • Contact Management
    • Custom Fields
    • Customizable Reporting
    • Data Import/Export
    • Database Conversion
    • Email Integration
    • Event Triggered Actions
    • Follow-up Scheduling
    • History Tracking
    • Lead Management
    • Records Management
    • Reminders
    • Reporting & Statistics
    • Tagging
    • Task Management
    • Task Scheduling
    • Timeline Management
    • Workflow Management

    Alternatives

    Zoho CRM

    4,2
    #1 Alternative to Redtail CRM
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    Pipedrive

    4,5
    #2 Alternative to Redtail CRM
    Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

    Insightly

    3,9
    #3 Alternative to Redtail CRM
    Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

    Freshworks CRM

    4,6
    #4 Alternative to Redtail CRM
    A complete CRM for high-velocity sales teams with integrated phone and email, user behavior tracking and lead scoring

    Reviews

    Overall rating

    4,2 /5
    (54)
    Value for Money
    4,1/5
    Features
    4/5
    Ease of Use
    4/5
    Customer Support
    4,1/5

    Already have Redtail CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 54
    Paul G.
    Overall rating
    • Industry: Financial Services
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Great opportunity when leveraged properly

    Reviewed on 2019/10/11

    When I started working with Redtail, the previous employees in my office had not learned how to use...

    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.

    Pros

    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.

    Cons

    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.

    Jess O.
    Overall rating
    • Industry: Financial Services
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    We love Redtail!

    Reviewed on 2020/02/03

    Overall we love Redtail and continually attribute it to the efficiency of our team. Things no...

    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

    Pros

    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.

    Cons

    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.

    Peter S.
    Overall rating
    • Industry: Financial Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

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

    Reviewed on 2017/11/07

    It is one of the lower cost CRM softwares available and for companies that can't afford anything...

    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.

    Pros

    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.

    Cons

    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.

    Olivia G.
    Overall rating
    • Industry: Accounting
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Invaluable for People in the Financial Planning/Accounting Space

    Reviewed on 2020/12/17

    Pros

    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

    Cons

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

    Zach P.
    Overall rating
    • Industry: Financial Services
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Redtail Customer Service Review

    Reviewed on 2020/09/04

    the CRM software is great, however the customer service experience we have received takes away from...

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

    Pros

    Ease of use and navigation - it is very easy

    Cons

    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.

    Showing 5 reviews of 54 Read all reviews

    Redtail CRM FAQs

    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:

    • Activity management
    • Activity scheduling
    • Activity tracking
    • Broadcast emails
    • Client & account reports
    • Contact timelines
    • Contact, lead & client management
    • Custom automations
    • Custom data exports
    • Custom fields
    • Customizable reports
    • Dashboard
    • Data change tracking
    • Record categorization & tagging
    • Reminder alerts
    • Seminar management
    • Workflow management

    Redtail CRM has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Redtail CRM supports the following languages:

    English

    We do not have any information about what devices Redtail CRM supports

    Redtail CRM integrates with the following applications:

    Call Logic, Formstack Documents, HiddenLevers, Intulse, NetDocuments, ReminderCall.com, RightCapital

    Redtail CRM offers the following support options:

    Phone Support, Online Support, Knowledge Base

    Related categories

    See all software categories found for Redtail CRM.