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Redtail CRM description
Redtail CRM is a popular cloud-based solution designed for financial professionals. It offers tools like contact management, scheduling, note-taking, reporting, and workflow automation. Redtail is known for its integrations with other financial software, making it a central hub for managing client information. They also provide strong customer support to help users learn the system.
Who is Redtail CRM best for
Redtail CRM is a cloud-based CRM designed for financial professionals. It offers contact management, scheduling, and workflow automation, integrating with other financial software. Users praise its centralized information management and customer support but note issues with slow servers and limited customization. Redtail is best for small to mid-sized firms seeking a central hub for client information.
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Best fit for small to medium-sized businesses.
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Ideal for financial advisors.
Redtail CRM features
Supported Redtail CRM stores and manages investor contact information, including custom fields. |
Supported Redtail CRM offers workflow automation with triggers and external tool integrations. |
Supported Redtail CRM integrates with various CRM and communication platforms, ensuring smooth data flow. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Reliability and Performance
Redtail CRM reviews
We've summarised 215 Redtail CRM reviews (Redtail CRM GetApp reviews, Redtail CRM Software Advice reviews, Redtail CRM Capterra reviews and Redtail CRM G2 reviews) and summarised the main points below.
- Centralized client information management.
- Accessible and shareable database within the office.
- User-friendly interface for basic features.
- Strong customer support.
- Numerous integrations with other financial software.
- Slow server and frequent timeouts.
- Limited customization for fields and layouts.
- Difficult bulk data imports and edits, requiring support.
- Poor Outlook calendar sync with Retriever.
- Subpar email integration, requires add-on.
Redtail CRM pricing
The commentary is based on 15 reviews from Redtail CRM Capterra reviews and Redtail CRM G2 reviews.
Redtail CRM offers a 30-day free trial for new users. Contact sales for enterprise pricing.
See the Redtail CRM pricing page.
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Redtail CRM has a free trial.
Basic CRM
Premium CRM + Redtail Imaging and Redtail Speak
Plans are Customizable
Redtail CRM alternatives
Redtail TechnologyCRM for financial advisors, streamlining client management and compliance.Read more
Redtail CRM FAQ
Redtail CRM is a cloud-based CRM for financial advisors. It offers contact management, scheduling, reporting, and workflow automation. Known for its integrations with other financial software and excellent customer support, Redtail helps advisors manage client information efficiently.
What is Redtail CRM and what does Redtail CRM do?
Redtail CRM is a cloud-based CRM for financial advisors. It offers contact management, scheduling, reporting, and workflow automation. Known for its integrations with other financial software and excellent customer support, Redtail helps advisors manage client information efficiently.
Redtail CRM offers numerous integrations with other financial software, creating a central hub for client information. It connects with various CRM and communication platforms, ensuring smooth data flow and workflow automation triggered by external tools. This allows financial advisors to manage client data efficiently.
How does Redtail CRM integrate with other tools?
Redtail CRM offers numerous integrations with other financial software, creating a central hub for client information. It connects with various CRM and communication platforms, ensuring smooth data flow and workflow automation triggered by external tools. This allows financial advisors to manage client data efficiently.
Redtail CRM's main competitors include Wealthbox CRM, a popular choice for financial advisors due to its clean design and integrations, and Aumni, designed for venture capital firms and investors to manage portfolios. Other alternatives, like Sourcescrub, focus on M&A and private equity.
What the main competitors of Redtail CRM?
Redtail CRM's main competitors include Wealthbox CRM, a popular choice for financial advisors due to its clean design and integrations, and Aumni, designed for venture capital firms and investors to manage portfolios. Other alternatives, like Sourcescrub, focus on M&A and private equity.
Yes, Redtail CRM is a legitimate cloud-based CRM designed for financial professionals. It's known for its integrations with other financial software and strong customer support. Redtail CRM is a safe and reliable choice for managing client information.
Is Redtail CRM legit?
Yes, Redtail CRM is a legitimate cloud-based CRM designed for financial professionals. It's known for its integrations with other financial software and strong customer support. Redtail CRM is a safe and reliable choice for managing client information.
Redtail CRM offers the Launch plan for $468 per year per user and the Growth plan for $708 per year per user. The Enterprise plan pricing is available upon request, so contact Redtail for a custom quote.
How much does Redtail CRM cost?
Redtail CRM offers the Launch plan for $468 per year per user and the Growth plan for $708 per year per user. The Enterprise plan pricing is available upon request, so contact Redtail for a custom quote.
Redtail CRM's customer service receives mixed reviews. While some users praise the helpful and responsive support, others express frustration with slow response times, difficulty reaching support, and unresolved issues. Some users even report needing to follow up multiple times before receiving solutions.
Is Redtail CRM customer service good?
Redtail CRM's customer service receives mixed reviews. While some users praise the helpful and responsive support, others express frustration with slow response times, difficulty reaching support, and unresolved issues. Some users even report needing to follow up multiple times before receiving solutions.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.