RedTail Technology

RedTail CRM

4 / 5 24 reviews


Average Ratings

24 Reviews
  • 4 / 5
    Overall
  • 4 / 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!


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.

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

Dec 06, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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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.

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

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 CRM has been a love/hate relationship but we are still using it!

Jun 19, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Great customer service and support! Really awesome team that listens to feedbacks and makes changes and updates accordingly. I've voted on many ideas that have been added to Redtail so I feel valued as a customer and know the company is working to stay in front of client needs.

Cons: The software clones the home address and phone number to the spouse when entering contacts. However when using search functions, the spouse does not technically have information entered for their address or home phone number so searches do not include them. I think it is redundant to enter the information twice. They are working on the ability to use a spreadsheet to upload information by the user. Currently a spreadsheet can be emailed and their team will upload within 24 or 48 hours but our office does not have time for such.

Overall: The system is a great value and isn't too heavy on functions we don't need like Salesforce.

Great fit for small to medium sized RIAs looking for a CRM solution tuned to the Financial Advisor.

Apr 04, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: The iphone app is really not that robust. It's ok, but we would much rather see a higher performance, more feature rich implementation.

Overall: 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.

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.

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.

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.

Capterra-loader

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.

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.

great software, very user friendly, easily implemented and integrated with other software platforms

Feb 14, 2018
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 like that it not only integrates with my broker dealer but also with sales/lead software vendors and constant contact for easy updating and soliciting

Cons: takes some time to get used to and to fully implement and the university or training can get a bit daunting

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.

Red Tail is a great system but is not intuitive and is sometimes difficult to navigate.

Jul 06, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: It is compatible with a lot of programs but to get to the IT people to have them speak to each other is a very arduous journey. Once you explain what you need it can take up to 90 days or more to get it integrated.

Cons: It is not always easy to learn and it can take some time. You will need to take some time to get used to the system.

Overall: There are many programs that work well with Red Tail.

Great CRM for business.

Apr 18, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Very robust for tracking clients. Can use it to track almost anything I want. Calendar is also very easy to use

Cons: Wish it did a little better on the life insurance side. Better integration with outlook would be nice

Capterra-loader

Well Rounded CRM for Advisors

Jul 03, 2018
4/5
Overall
3 / 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: Cost, ability to integrate, and customization. There are many fields and options to tailor to your business needs. The subscription models for the # of users you get for the price is a great deal. Lots of resources/training and customer service is excellent. Without this support, Redtail could appear overwhelming in a good way to the average user.

Cons: Biggest complaint is the lack of calendar and contact syncing with Office 365. There are desktop programs that sync but this requires you to have your laptop on and sometimes I don't use my computer everyday (tablet instead some days) and thus my info wouldn't be synced.
Rules for reports and to set up workflows could be more user friendly.

It is a useful CRM system for all client data

Mar 05, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the organization of it and how much specific information can be recorded or the use of custom fields as well.

Cons: Sometimes trying to find or edit a piece of information is very hard to find.
Also when you are exporting lists of names or information it is not user friendly and doesnt give you enough choices to narrow it down to.

Overall: Company data information

Great Product for Organization

Apr 24, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It keeps everything about a client and business partner organized and safe. There are plenty of options to use other apps with Redtail, such as LaserApp. This works great to import all client information easily into another app without having to type it all in over and over again. Another great feature is all the information topics you can add into one client. Everything in one spot!

Cons: It can be better organized to find certain features faster and easier. Being able to edit notes instead of delete and start over or just comment on them would be great.

Overall: Organized client files, import of client info into other apps, information grouped to print only certain set of data you need to present to a client.

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 and simple

Apr 30, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I like the simplicity of the software. It is easy to use and all of the buttons are very distinctive.

Cons: There are not many features to this CRM. Although it is easy and simple to use, the features are not too in depth.

Modern cloud-based CRM software that offers great features and is simple to learn and use.

Dec 07, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: My company switched from GoldMine to Redtail and I was very hesitant to have to learn a whole new CRM. I was so surprised how simple Redtail was to learn and use. Although it has many sophisticated features more advanced users would want to delve into, the interface remains usable for those of us who are newbies to CRM software.

Cons: We did have some difficulty transferring our data from our old CRM to Redtail. All of the fields did not import correctly and we had to go in and manually enter data.

Overall: A user friendly feature-rich easy to use CRM software

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

Modern cloud-based CRM software that offers great features and is simple to learn and use.

Mar 31, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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

I use Redtail as an administrator

Aug 01, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: I like the graphs and report features. Seeing things displayed like that makes it easier to conceptualize.

Cons: I use the software as a part of a company. When notes are displayed I have to sort through all advisor notes in order to find applicable notes. In addition, when I search for contacts I can't see just my advisor's contacts.

Overall: It is helpful to stay organized with client information and reports

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