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.

  • Images

    Redtail CRM Software - The dashboard gives users an overview of their daily tasks and reminders
    Redtail CRM Software - Customizable workflows can be used to automatically generate and track activity
    Redtail CRM Software - The contract record timeline records account notes, activity, and data changes in a single screen
    Redtail CRM Software - Activities can be customized and scheduled for multiple users, clients, and guests
    Redtail CRM Software - A range of client and account reports are built in
    View 5 more
    Redtail CRM Software - The dashboard gives users an overview of their daily tasks and reminders
    Redtail CRM Software - Customizable workflows can be used to automatically generate and track activity
    Redtail CRM Software - The contract record timeline records account notes, activity, and data changes in a single screen
    Redtail CRM Software - Activities can be customized and scheduled for multiple users, clients, and guests
    Redtail CRM Software - A range of client and account reports are built in

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    Reviews

    Overall rating

    4,1 /5
    (81)
    Value for Money
    4,2/5
    Features
    3,9/5
    Ease of Use
    3,9/5
    Customer Support
    3,9/5

    Already have Redtail CRM?

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

    Showing 5 reviews of 81
    Verified Reviewer
    Overall rating
    • Industry: Financial Services
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Great CRM

    Reviewed on 2018/10/03

    Overall, I am very impressed with Redtail. I wasn't a part of the team who chose this software. It...

    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.

    Pros

    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!

    Cons

    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.

    Pressilla
    Overall rating
    • Industry: Insurance
    • 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

    Best CRM this Far

    Reviewed on 2021/08/07

    All in all, Retail is a great software and the best CRM I have used this far. It allows me to so...

    All in all, Retail is a great software and the best CRM I have used this far. It allows me to so what I need to strive with my clients and meet their needs. I like it a lot and hope to be a customer for a very long time.

    Pros

    Where do I start? I love how detailed it is. It allows me to:
    1. Customize fields which is super important because there are certain things that we keep track of that is unique to us and wouldn't necessarily be popular fields found in CRMs.
    2. Manage Contacts. The Contact Details that can be saved are great for managing your clients and getting to know them. The Membership feature is especially cool for connecting contacts that know each other like family members, friends or even coworkers. This is really great especially for referrals. Oh and it helps you to keep track of your Referrals because there is a field for that and a slot to show who referred the person.
    3. Manage my tasks easily. I can reschedule task, schedule them for all day whick is my favorite so that it does not interfere with other things scheduled at specific time. This is perfect for tasks that really have no deadline in that day. Allows you to assign tasks by teams, link contacts and notes and even link additional contacts or accounts. It's very cool.
    4. I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance.
    5. And my favorite feature of all is the Reminder. Never miss another important moment with this CRM.

    Cons

    Although I love this CRM, it could use a few improvements. It doesn't allow me to delete or replace fields that it comes with which is a bit annoying because some are unrelated to my business and instead of adding more to what's there,I would prefer to just delete and keep only what I need to avoid the cluster.

    The next big thing for me is that the workflows (which I love the feature of) does not list under my task although they are tasks to be completed. The workflow tasks are only displayed under the workflow category which takes an extra step to get to. Once there, you will find tasks under your workflow to complete. It would be great if they were listed under the General tasks too.

    Jeremiah
    Jeremiah
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    Not impressed by the user-interface, but the CRM serves it's function.

    Reviewed on 2017/12/06

    We are able to see detailed notes on clients, and those notes never go away.

    We are able to see detailed notes on clients, and those notes never go away.

    Pros

    I enjoy that all information is thoroughly saved once it's in the system. You can't accidentally or intentionally delete comments/notes on clients accounts. This is crucial in a field where we need to know what has been communicated to our clients.
    This CRM allows us to produce reports that show when/where the client came in. This is an important process to understand how we should interact with clients to better serve them.

    Cons

    There are a lot of things I dislike with the software, especially for how much it costs.
    The interface is somewhat easy to learn, but it tends to be clunky. It takes longer than I would hope to find client names in the database, and it seems the product focuses more on integrating with other companies than it does on simplicity.
    Adding activities/tasks on a to-do list is something we highly value. The process of adding new tasks tends to be a little overcomplicated, and it doesn't organize well.
    Using workflows for specific clients is not very easy either. We spent a lot of time developing workflows for clients, but ended up ditching it for handwritten notes! Ouch. It was quicker, more efficient, and more reliable than using the CRM.

    Allyson
    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

    Redtail CRM Review

    Reviewed on 2019/07/23

    Pros

    This program is extremely user friendly to use.

    Cons

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

    Verified Reviewer
    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

    Use it Every Day and Love It!

    Reviewed on 2021/09/30

    Very positive! The workflows and activity tracking have helped make us very efficient and they also...

    Very positive! The workflows and activity tracking have helped make us very efficient and they also integrate with so many other platforms that it saves us a lot of time from duplicate data entry

    Pros

    The customer service is extremely responsive and easy to work with. I also really liked that we had a trainer reach out to us and do a one on one session to make sure we had everything set up correctly. So nice to get that kind of attention when we aren't a big company.

    Cons

    The alerts for the calendar are the only thing I wish they could improve on.

    Showing 5 reviews of 81 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 has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

    Redtail CRM supports the following languages:

    English

    Redtail CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Redtail CRM integrates with the following applications:

    MoneyGuidePro, Morningstar Office Cloud, Nitrogen

    Redtail CRM offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support

    Related categories

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