Redtail CRM Pricing, Features, Reviews & Comparison of Alternatives

Redtail CRM

Web-based CRM for financial professionals

4.15/5 (52 reviews)

Redtail CRM 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.

With Redtail CRM, users can centrally manage all of their contact, lead, and client data in a single solution. Records can be tagged and categorized to simplify searching, and enable bulk editing and campaign targeting. All touches, activity, account notes, and data changes are stored in a single view in the contact record timeline, alongside account metrics. Configurable workflows enable the automation of processes including activity generation and tracking, based on a range of trigger events. Activities can also be customized and scheduled, with unlimited attendees, linked contacts and linked accounts.

Redtail CRM allows users to send out bulk broadcast emails to groups of prospects or clients, with the ability to attach files. Seminars and events can be planned and managed, with full reporting. Redtail CRM offers a range of account and client reports built in, and users can also utilize custom fields for drill-down and export custom data for analysis at any time.
www.redtailtechnology.com

Pricing

Starting from
$99/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Redtail CRM screenshot: The dashboard gives users an overview of their daily tasks and remindersRedtail CRM screenshot: Customizable workflows can be used to automatically generate and track activityRedtail CRM screenshot: The contract record timeline records account notes, activity, and data changes in a single screenRedtail CRM screenshot: Activities can be customized and scheduled for multiple users, clients, and guestsRedtail CRM screenshot: A range of client and account reports are built in

Redtail CRM reviews

Value for money
Features
Ease of use
Customer support
  4.1
  3.9
  3.9
  4.2
Paul Genua

Great opportunity when leveraged properly

Used daily for 1-2 years
Reviewed 2019-10-11
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jess Olson

We love Redtail!

Used daily for 2+ years
Reviewed 2020-02-03
Review Source: Capterra

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. Our business runs much more smoothly, efficiently, and quickly because of Redtail. We find that the workflows and automations ensure that there are never gaps in our processes and things get done in a more timely fashion. They are always making updates and improvements based on user request, so over the three years we've been using it, it has only become more functional and user friendly versus feeling outdated. The support team is always available if you need help and the classes they offer are extremely thorough and helpful. The price is very affordable per user and they absolutely deliver quality well above the price point.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Michael DeRosa

Great CRM great support

Used daily for 2+ years
Reviewed 2020-07-25
Review Source: Capterra

Great experience so far,. Program works without issue and if I have a request they are very helpful getting it done with me.

Pros
Been using redtail for almost 2 years, and so far it is the best software I have used as a CRM. The features seem up to date, if there is an issue the support line is asking, and they have more training, documents and videos to help you then I know what to do with. Really couldn't ask for better

Cons
When adding family members, the rep is not auto assigned and creates a mess if not done the right way. That may actually be my only con

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Peter Schultz

Decent online CRM with price being one of the best features - but you get what you pay for....

Used daily for 2+ years
Reviewed 2017-11-07
Review Source: Capterra

It is one of the lower cost CRM softwares available and for companies that can't afford anything better this is a decent solution. We quickly outgrew it's usage and moved on to something much more robust and usable.

Pros
It is fairly simple to do all of the basic functions of the software. Add contacts and information, look up contacts, edit information. I really liked that there would be a red reminder at the bottom of the webpage letting you know of an upcoming appointment within 30 minutes time. There is a search bar at the top of the screen no matter what page you are on which is nice to be able to change contacts "on the fly". Since it is web-based it is accessible from anywhere you have web access.

Cons
Redtail is almost too simple. Without enough robust features it comes in as a very simple contact manager and calendar. Since it is web based you must keep it open in your web browser at all times to have it easily accessible - BUT - most people have multiple tabs open and it is not "in-your-face" as an software application would/could be. Although there are many pros to having a web based CRM there are drawbacks as well. One being that you are automatically logged out after 30 minutes. I believe this was the highest time you could set it to and this gets old very quickly. The app for phones really stinks too and was barely usable or helpful overall making it almost not even worth using.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Ryan Polatis

Great CRM

Used daily for less than 6 months
Reviewed 2020-04-08
Review Source: Capterra

We have been using this CRM for about 3 months now after a recommendation from a Field Marketing Office and we haven't looked back since. I had experience with other CRMs like SalesForce, while SF is still fantastic and top-tier, I find this to be a better value for the money.

Pros
I love that this CRM allows us to break down different tabs that are relevant to what we do as Financial Advisors. We have a clients section, prospect section, and even a seminar sections where we are able to track and market to those that are signed up for a workshop or dinner seminar, it helps us compartmentalize the different categories and groups that we are trying to engage

Cons
Honestly, the only qualm I would have is that I wish there was a better integration with drip email software, but that might be user error.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Redtail CRM pricing

Starting from
$99/month
Pricing options
Subscription
Free trial
View Pricing Plans

$99 per month, per database - includes 15 users.

Redtail CRM features

Activity Dashboard
Activity Tracking
Automatic Notifications
Contact Database
Contact Management
Custom Fields
Customizable Reporting
Data Import/Export
Email Integration
Reminders
Reporting & Statistics

API (415 other apps)
Calendar Management (196 other apps)
Customer Database (185 other apps)
Customizable Branding (236 other apps)
Customizable Templates (198 other apps)
Electronic Payments (159 other apps)
Social Media Integration (193 other apps)
Surveys & Feedback (167 other apps)
Third Party Integration (259 other apps)

Additional information for Redtail CRM

Key features of Redtail CRM

  • Seminar management
  • Activity management
  • Activity tracking
  • Reminder alerts
  • Data change tracking
  • Customizable reports
  • Broadcast emails
  • Workflow management
  • Dashboard
  • Custom data exports
  • Custom automations
  • Custom fields
  • Client & account reports
  • Record categorization & tagging
  • Contact, lead & client management
  • Activity scheduling
  • Contact timelines
View All Features

Benefits

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.