Audience

Financial Advisors in need of an CRM solution

About Redtail CRM

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

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Pricing

Starting Price:
$99 per month
Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews - 2 User Reviews

Overall 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.5 / 5
More Reviews Write a Review

Company Information

Redtail Technology
Founded: 2003
Sacramento, CA
www.redtailtechnology.com

Videos and Screen Captures

Redtail CRM Screenshot 1
Redtail CRM Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Support
Phone Support
Online

Redtail CRM Frequently Asked Questions

Q: What kinds of users and organization types does Redtail CRM work with?
Q: What languages does Redtail CRM support in their product?
Q: What kind of support options does Redtail CRM offer?
Q: What other applications or services does Redtail CRM integrate with?
Q: What type of training does Redtail CRM provide?
Q: Does Redtail CRM offer a free trial?
Q: How much does Redtail CRM cost?

Redtail CRM Product Features

CRM

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

Financial CRM

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

Financial Services

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

Redtail CRM Reviews

Write a Review
  • Katie T.
    Account Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great CRM"

    Posted 2020-11-16

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • Olivia G.
    Executive Assistant
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great company & great platform "

    Posted 2020-11-13

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
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