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Redtail CRM Pricing, Features, Reviews and Alternatives
Redtail CRM product overview
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
Typical customers
Platforms supported
Support options
Training options
Redtail CRM pricing information
Value for money
4.2
/5
68
Starting from
99
Per month
Per Feature
Value for money contenders
Redtail CRM features
Functionality
3.9
/5
68
Total features
28
5 categories
Functionality contenders
Redtail CRM users reviews
Overall Rating
4.1
/5
68
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend7.55/10
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Pressilla D.
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Pressilla D.
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Olivia G.
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William M.
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Barbara M.
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Anonymous Reviewer
Overall rating contenders
Paul G.
Verified reviewer
Financial Services, 1-10 employees
Used daily for 1-2 years
Review source
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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.
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.
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.
Jess O.
Financial Services, 1-10 employees
Used daily for 2+ years
Review source
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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
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....
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.
Thomas F.
Financial Services, 1-10 employees
Used daily for 2+ years
Review source
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Good
Syncs with broker dealer. easy to navigate pages.
Doesn't separate out tasks and calendar.
Michael I.
Financial Services, 1-10 employees
Used daily for 1-2 years
Review source
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If you need technical support, be prepared to wait on hold for close to an hour.
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.
Henry P.
Financial Services, 1-10 employees
Used daily for 2+ years
Review source
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Even with limitations, it is a good value and does what a CRM should do - track interactions.
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
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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