RedTail Technology

RedTail CRM

3.5 / 5 11 reviews


Average Ratings

11 Reviews
  • 3.5 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $65.00/month
  • Pricing Details
    per database
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars

Vendor Details

  • RedTail Technology
  • www.redtailtechnology.com

About RedTail CRM

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


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RedTail CRM Features

  • Approval Process Control
  • Document Management
  • Indexing
  • Permission Management
  • Rich Text Editor
  • Rule Based Publishing
  • Search
  • SEO Management
  • Template Creation
  • Version Control

RedTail CRM Reviews Recently Reviewed!

56f052a647d8a4ff6cae0f31029edb52

I wish I had had this software my entire career.

Nov 08, 2017
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is very robust and includes many integrations that create a real value for our company.

Cons: The workflow portion has not yet been to full use in our model. I would prefer a more Microsoft Project approach to this feature

Overall: This is a very time-saving product and robust in its integrations with other software and data sources.

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

Nov 07, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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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.

Overall: 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.

I rely on Redtail everyday. Good product but could use some enhancements

Sep 16, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Cloud based, very good customer support, very thorough data base. There are many ways you can create lists from your database to create mail merges.

Cons: I wish it interfaced with my Google for Business calendar and email. It seems like navigation between the different functions could be more streamlined.

Overall: Central area for all information on my clients, prospective clients and other key contacts.

Easy to Use

Jul 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software is easy to use and it is also easy to train new team members on how to use it. Also the mobile app makes being offsite much easier.

Cons: Some of the functions are a bit basic. Most of them have to do with searching inside of the database.

Overall: Easy of use and cross-platform capabilities.

used for daily tasks and workflows between multiple users

Jul 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: super easy to use and the set up is amazing. very clean, neat, and organized. would recommend to anyone

Cons: It could maybe load a bit faster instead of needing to refresh pages once tasks are completed

Average at best

Jun 15, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: It integrates well with MoneyGuide Pro. I appreciate the ability to access each client's financial plan from within the RedTail application. This is a time saver!

Cons: It does not integrate well with my broker dealer's client information system. As a result, repetitive data entry is required which wastes staff time.

Overall: It fulfills the requirement that I use a CRM application to manage my clients.

Easy to Use; No Sacrifice on Options

Jun 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I enjoy how easy it use to use and run reports. This makes it much easier to conduct business. It also integrates with other cloud tools we use making business more streamlined.

Cons: There are a few features that I would like to see enhanced on certain reporting tools. Some of the reports are a bit basic and require exporting to Excel to run a better sorting of data.

Overall: Customer data tracking and task management.

Excellent set up

Feb 01, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Intuitive, very efficient

Cons: Subpar mobile app experience due to recurring password resets and no push notifications for calendar events

Overall: Redtail CRM software has a very intuitive setup. However, the mobile app leaves something to be desired. A persistent password reset issue, and he absence of push notifications makes the app clunky to use. The core of the software is as intuitive as any though.

Redtail Rules!

Dec 05, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use. Simple to train others to use

Cons: To fully utilize some features take a bit of work

Overall: We have been using Redtail for almost five years now and it has really improved our functionality and minimizes errors. We have processes in place and Redtail allows for tracking to enhance customer service and minimize redundancy.

Terrible Customer Service and Tech Support

Oct 26, 2016
1/5
Overall
2 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money

Pros: - cloud based
- sleek interface

Cons: - Terrible customer service
- Terrible tech support
- Poor functionality
- Too many features and not enough of them work

Overall: There were many features and functions that were touted during the discovery process and were main reasons why we choose Redtail Tailwag CRM over others. But after migrating our data into the system, we learned many of those features and functions don't work. Working with the customer service team to get these issues resolved has been an absolute nightmare. We are constantly told "our tech team is working on a fix, and unfortunately we don't know when this issue will be fixed". And you have to stay on top of these issues, or else the tech team will simply stop working on your issue, and when you follow up with customer service, they start the entire process all over again. We have over 5 issues with the CS team right now that have been pending for over a year!

If changing CRM systems and getting comfortable with the new software wasn't such a large undertaking for the firm, we would have switched to a different CRM a long time ago.

Recommendations to other buyers: I strongly suggest using the full trial period and integrating a majority of your data during that time, if possible. Our trial period was great, but as soon as we migrated all of our data over (after signing up), we learned most of the features won't work.

Redtail Technology has a lot to learn it appears

Aug 21, 2016
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: As you use and look at Redtail Technology you will see that they have a habit of editing the way people see them. The software is supposed to be a goldmine of help and forward progress. The truth is countless people have stated it is a nightmare to use and implement.

Plus, you can read this for more information.

http://www.ripoffreport.com/r/Redtail-Technology/Gold-River-California-95670/Redtail-Technology-employees-post-fake-reviews-to-edit-business-image-Redtail-Technolog-1321659