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Redtail CRM

Web-based CRM for financial professionals

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Redtail CRM Pricing, Features, Reviews and Alternatives

Redtail CRM product overview

Price starts from

99

Per month

Per Feature

What is Redtail CRM?

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more.

Key benefits of using Redtail CRM

  • Records can be categorized and tagged for searching, bulk editing, and targeted marketing campaigns.

  • Activities are generated and tracked automatically by configurable workflows, and automated reminders alert users to important events such as client anniversaries, birthdays, and reviews.

  • Bulk email broadcasts can be sent to groups of prospects or clients, with support for file attachments.

  • The contact record timeline provides users with an at-a-glance view of activity, metrics, accounts, notes, and data changes.

  • Redtail CRM integrates with a range of applications, including LaserApp, Riskalyze, Albridge, Morningstar, and MoneyGuidePro.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Knowledge Base
    Email/Help Desk
    Phone Support

    Training options

    Live Online
    Documentation
    Webinars

    Redtail CRM pricing information

    Value for money

    4.2

    /5

    68

    Starting from

    99

    Per month

    Per Feature

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    Redtail CRM features

    Functionality

    3.9

    /5

    68

    Total features

    28

    5 categories

    Most valued features by users

    Reporting/Analytics
    Reporting & Statistics
    Activity Dashboard
    Alerts/Notifications
    Data Import/Export
    Email Marketing
    Contact Management
    Customizable Reports

    Redtail CRM users reviews

    Overall Rating

    4.1

    /5

    68

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7.55/10
    Rating distribution

    5

    4

    3

    2

    1

    32

    19

    13

    1

    3

    Pros
    I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance. And my favorite feature of all is the Reminder.

    PD

    Pressilla D.

    Customize fields which is super important because there are certain things that we keep track of that is unique to us and wouldn't necessarily be popular fields found in CRMs.

    PD

    Pressilla D.

    Quicklist feature at the top is super helpful for people you regularly need to contact. Templated notes makes note taking for things like tax season really easy.

    OG

    Olivia G.

    Cons
    They deny that they have a problem and do not understand financial planning.

    WM

    William M.

    The reporting area is the most-complex, time-consuming, difficult, complicated, horrific, stressful thing I've ever witnessed in my 30+ years in the workforce.

    BM

    Barbara M.

    I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to.

    AR

    Anonymous Reviewer

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Great opportunity when leveraged properly

    Reviewed 3 years ago

    When I started working with Redtail, the previous employees in my office had not learned how to use it properly and so it was a mess. But once I got some training under my belt, I was able to understand Redtail better and started fixing all the errors that previous employees had implemented.

    Pros

    The team at Redtail really have thought about nearly everything. There are so many amazing features built in to the Redtail CRM that it is only at the user's own neglect if your office isn't operating more efficiently. I really appreciate utilizing automations to trigger workflows, and the reports that can be generated to track results or see an overview of how we've been doing.

    Cons

    Not everything is necessarily intuitive. But go to Redtail University. The training you get there opens the door to understand how everything works inside of the CRM.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    We love Redtail!

    Reviewed 2 years ago

    Overall we love Redtail and continually attribute it to the efficiency of our team. Things no longer fall through the cracks because we've taken the time to set up workflows for all of our processes and we all contribute thorough notes to our client records. We use tasks every single day to make sure things are getting done AND that there's a record of someone doing them. We use the reporting options daily and have gained better insights into the business because of the report options available. We absolutely recommend Redtail to anyone looking for an efficient and affordable CRM

    Pros

    Redtail is cleanest looking and feeling CRM that we trialed. Everything is setup with the user in mind, so it's very easy to use. It's also very intuitive and there aren't many learning curves. The reporting is far above what other systems offer, and the workflows have completely changed the functionality of our team for the better. The ability to set up automations has also improved our processes....

    Cons

    There's not a lot to be disliked about Redtail, but some of the options are technologically advanced and either require a strong ability to be tech savvy or an investment in Redtail University. Various members of our team have attended Redtail University on many occasions and have found it to be extremely helpful in each of our understandings of how certain parts of the system work (mainly workflows) but unfortunately it is an additional $$ investment.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7/10

    Share this review:

    Redtail

    Reviewed a month ago

    Good

    Pros

    Syncs with broker dealer. easy to navigate pages.

    Cons

    Doesn't separate out tasks and calendar.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend3/10

    Share this review:

    Customer Support Is Horrible

    Reviewed 25 days ago
    Pros

    If you need technical support, be prepared to wait on hold for close to an hour.

    Cons

    Customer support sucks. If you call in for support, you will be on hold for close to an hour. You will also listen to their stupid prerecorded messages which play over and over the entire time.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend6/10

    Share this review:

    Inexpensive Option relative to Salesforce

    Reviewed 2 months ago

    Even with limitations, it is a good value and does what a CRM should do - track interactions.

    Pros

    The bare bones features - CRM / tasks etc are fine but as you move up the ladder in terms of what you require from a CRM this is not such a great option as you grow. I think this is a great tool for a small start up because of the cost differential but as we are growing it is easy to see why th eadded cost of more robust systems is justified

    Cons

    While there are features that can be utilized, they are not so easy to implement and the lack of customer service is a negative as you grow

    Redtail CRM FAQs and common questions

    Q. What type of pricing plans does Redtail CRM offer?

    Redtail CRM has the following pricing plans:
    Starting from: $99.00/month
    Pricing model: Subscription
    Free Trial: Available


    Q. Who are the typical users of Redtail CRM?

    Redtail CRM has the following typical customers:
    Freelancers, Large Enterprises, Mid Size Business, Small Business


    Q. What languages does Redtail CRM support?

    Redtail CRM supports the following languages:
    English


    Q. Does Redtail CRM support mobile devices?

    Redtail CRM supports the following devices:
    Android, iPad, iPhone


    Q. Does Redtail CRM offer an API?

    No, Redtail CRM does not have an API available.


    Q. What other apps does Redtail CRM integrate with?

    Redtail CRM integrates with the following applications:
    Riskalyze, Morningstar Office Cloud


    Q. What level of support does Redtail CRM offer?

    Redtail CRM offers the following support options:
    Knowledge Base, Email/Help Desk, Phone Support

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