Redtail CRM Description

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

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Pricing

Pricing Starts At:
$99 per month
Free Trial:
Yes

Integrations

View Integrations

Reviews - 2 Verified Reviews

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Redtail Technology
Year Founded:
2003
Headquarters:
Sacramento, CA
Website:
www.redtailtechnology.com
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Media

Redtail CRM Screenshot 1
Redtail CRM Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online

Redtail CRM Features and Options

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial Services Software

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Redtail CRM User Reviews

Write a Review
  • Name: Olivia G.
    Job Title: Executive Assistant
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great company & great platform

    Date: Nov 13 2020

    Summary: This is one of the best platforms I've used, simply based on their customer service alone. The dog pictures certainly help too :) I would definitely recommend this to any financial planner looking for a way to track leads, clients, tasks, etc. Can also be utilized by accountants for other purposes.

    Positive: Phenomenal customer service. I LOVE that they will do a one-on-one training with you. The platform is designed well, and they are constantly adding new features. Although it is made for financial planners, it can be used for other functions (we also use it for accounting/tax purposes). The family & membership functionality is really helpful.

    Negative: The contacts are a little buggy sometimes, and I don't like that a missed additional space can render an email invalid or make a contact show up non-alpha order.

    Read More...
  • Name: Katie T.
    Job Title: Account Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great CRM

    Date: Nov 16 2020

    Summary: Over all we love RedTail. It synchs with outlook, allows us to communicate as a team about our clients, has great workflows, time lines, and reminder options. Once it was integrated into our firm and everyone adjusted, everyone is very happy with it.

    Positive: Redtail is easy to use, easy to input people, and easy to manage. We love having a cloud based CRM that we can access from anywhere.

    Negative: Initial set up took a bit of time, and there is A LOT this product offers. While that is definitely a pro, it can be a con as it was a bit overwhelming for some of our long time employees.

    Read More...
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