Redtail CRM Features

Redtail CRM

Web-based CRM for financial professionals

4.11/5 (63 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Account Management
Activity Dashboard
Activity Management
Activity Tracking
Activity/News Feed
Alerts/Notifications
Analytics/ROI Tracking
Applicant Tracking
Appointment Management
Appointment Scheduling
Approval Process Control
Approval Workflow
Assignment Management
Attendee Management
Auto-Dialer
Automated Scheduling
Bar Chart
Batch Processing
Benchmarking
Billing & Invoicing
Brainstorming
Business Process Control
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call List Management
Campaign Analytics
Campaign Management
Capacity Management
Case Management
Cataloging/Categorization
Channel Management
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Commission Management
Committee Management
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Library
Content Publishing Options
Contractor Management
Create Subtasks
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Daily Reports
Dashboard
Data Extraction
Data Import/Export
Dependency Tracking
Discussions / Forums
Distribution Management
Document Generation
Document Management
Document Storage
Drag & Drop
Electronic Forms
Email Management
Email Marketing
Email-to-Task Conversion
Employee Database
Employee Directory
Employee Management
Employee Photos
Employee Profiles
Event Calendar
Event Management
Event Scheduling
Event Triggered Actions
Expense Tracking
Feedback Management
File Management
File Sharing
For Financial Institutions
For IT Project Management
For Mac Devices
For iPad Devices
Forms Management
Full Text Search
Gantt/Timeline View
Goal Setting / Tracking
Group Management
HR Management
Idea Management
Import Tasks
Interaction Tracking
Issue Management
KPI Monitoring
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Notifications
Lead Qualification
Lead Segmentation
Learning & Development
List Management
Marketing Automation
Marketing Calendar
Media Library
Meeting Management
Membership Management
Messaging
Milestone Tracking
Mobile Access
Multi-Campaign
Multi-Channel Communication
Multi-board
Negative Feedback Management
Onboarding
Online Booking
Online Forms
Online Time Clock
Opportunity Management
Parent Task
Patient Communications
Performance Management
Performance Metrics
Personalization
Pipeline Management
Prioritization
Process Change Tracking
Process Modeling & Designing
Process/Workflow Automation
Product Catalog
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Time Tracking
Project Tracking
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real Time Editing
Real Time Notifications
Real Time Synchronization
Real-time Updates
Recurring Tasks
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Resource Scheduling
Roadmapping
Role-Based Permissions
SEO Management
Sales Approval
Sales Pipeline Management
Screen Sharing
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Social Media Integration
Social Media Management
Social Promotion
Source Tracking
Status Tracking
Supports Agile
Supports Scrum
Surveys & Feedback
Tagging
Task Board View
Task Editing/Updating
Task Management
Task Progress Tracking
Task Scheduling
Task Tagging
Team Assignments
Team Chat
Team Management
Template Management
Templates
Text Editing
Third Party Integrations
Time & Expense Tracking
Time Off Management
Time Tracking
Timesheet Management
To-Do List
Training Management
User Profiles
Utilization Reporting
Version Control
Video Conferencing
Visual Workflow Management
Volunteer Management
WYSIWYG Editor
Web-based Deployment
Website Management
Widgets
Win / Loss Analysis
Workflow Configuration
Workflow Management
Learn moreCompare App
API
Access Controls/Permissions
Account Management
Activity Dashboard
Activity Management
Activity Tracking
Activity/News Feed
Alerts/Notifications
Analytics/ROI Tracking
Applicant Tracking
Appointment Management
Appointment Scheduling
Approval Process Control
Approval Workflow
Assignment Management
Attendee Management
Auto-Dialer
Automated Scheduling
Bar Chart
Batch Processing
Benchmarking
Billing & Invoicing
Brainstorming
Business Process Control
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call List Management
Campaign Analytics
Campaign Management
Capacity Management
Case Management
Cataloging/Categorization
Channel Management
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Commission Management
Committee Management
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Library
Content Publishing Options
Contractor Management
Create Subtasks
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Daily Reports
Dashboard
Data Extraction
Data Import/Export
Dependency Tracking
Discussions / Forums
Distribution Management
Document Generation
Document Management
Document Storage
Drag & Drop
Electronic Forms
Email Management
Email Marketing
Email-to-Task Conversion
Employee Database
Employee Directory
Employee Management
Employee Photos
Employee Profiles
Event Calendar
Event Management
Event Scheduling
Event Triggered Actions
Expense Tracking
Feedback Management
File Management
File Sharing
For Financial Institutions
For IT Project Management
For Mac Devices
For iPad Devices
Forms Management
Full Text Search
Gantt/Timeline View
Goal Setting / Tracking
Group Management
HR Management
Idea Management
Import Tasks
Interaction Tracking
Issue Management
KPI Monitoring
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Notifications
Lead Qualification
Lead Segmentation
Learning & Development
List Management
Marketing Automation
Marketing Calendar
Media Library
Meeting Management
Membership Management
Messaging
Milestone Tracking
Mobile Access
Multi-Campaign
Multi-Channel Communication
Multi-board
Negative Feedback Management
Onboarding
Online Booking
Online Forms
Online Time Clock
Opportunity Management
Parent Task
Patient Communications
Performance Management
Performance Metrics
Personalization
Pipeline Management
Prioritization
Process Change Tracking
Process Modeling & Designing
Process/Workflow Automation
Product Catalog
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Time Tracking
Project Tracking
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real Time Editing
Real Time Notifications
Real Time Synchronization
Real-time Updates
Recurring Tasks
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Resource Scheduling
Roadmapping
Role-Based Permissions
SEO Management
Sales Approval
Sales Pipeline Management
Screen Sharing
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Social Media Integration
Social Media Management
Social Promotion
Source Tracking
Status Tracking
Supports Agile
Supports Scrum
Surveys & Feedback
Tagging
Task Board View
Task Editing/Updating
Task Management
Task Progress Tracking
Task Scheduling
Task Tagging
Team Assignments
Team Chat
Team Management
Template Management
Templates
Text Editing
Third Party Integrations
Time & Expense Tracking
Time Off Management
Time Tracking
Timesheet Management
To-Do List
Training Management
User Profiles
Utilization Reporting
Version Control
Video Conferencing
Visual Workflow Management
Volunteer Management
WYSIWYG Editor
Web-based Deployment
Website Management
Widgets
Win / Loss Analysis
Workflow Configuration
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Account Management
Activity Dashboard
Activity Management
Activity Tracking
Activity/News Feed
Alerts/Notifications
Analytics/ROI Tracking
Applicant Tracking
Appointment Management
Appointment Scheduling
Approval Process Control
Approval Workflow
Assignment Management
Attendee Management
Auto-Dialer
Automated Scheduling
Bar Chart
Batch Processing
Benchmarking
Billing & Invoicing
Brainstorming
Business Process Control
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call List Management
Campaign Analytics
Campaign Management
Capacity Management
Case Management
Cataloging/Categorization
Channel Management
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Commission Management
Committee Management
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Library
Content Publishing Options
Contractor Management
Create Subtasks
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Daily Reports
Dashboard
Data Extraction
Data Import/Export
Dependency Tracking
Discussions / Forums
Distribution Management
Document Generation
Document Management
Document Storage
Drag & Drop
Electronic Forms
Email Management
Email Marketing
Email-to-Task Conversion
Employee Database
Employee Directory
Employee Management
Employee Photos
Employee Profiles
Event Calendar
Event Management
Event Scheduling
Event Triggered Actions
Expense Tracking
Feedback Management
File Management
File Sharing
For Financial Institutions
For IT Project Management
For Mac Devices
For iPad Devices
Forms Management
Full Text Search
Gantt/Timeline View
Goal Setting / Tracking
Group Management
HR Management
Idea Management
Import Tasks
Interaction Tracking
Issue Management
KPI Monitoring
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Notifications
Lead Qualification
Lead Segmentation
Learning & Development
List Management
Marketing Automation
Marketing Calendar
Media Library
Meeting Management
Membership Management
Messaging
Milestone Tracking
Mobile Access
Multi-Campaign
Multi-Channel Communication
Multi-board
Negative Feedback Management
Onboarding
Online Booking
Online Forms
Online Time Clock
Opportunity Management
Parent Task
Patient Communications
Performance Management
Performance Metrics
Personalization
Pipeline Management
Prioritization
Process Change Tracking
Process Modeling & Designing
Process/Workflow Automation
Product Catalog
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Time Tracking
Project Tracking
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real Time Editing
Real Time Notifications
Real Time Synchronization
Real-time Updates
Recurring Tasks
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Resource Scheduling
Roadmapping
Role-Based Permissions
SEO Management
Sales Approval
Sales Pipeline Management
Screen Sharing
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Social Media Integration
Social Media Management
Social Promotion
Source Tracking
Status Tracking
Supports Agile
Supports Scrum
Surveys & Feedback
Tagging
Task Board View
Task Editing/Updating
Task Management
Task Progress Tracking
Task Scheduling
Task Tagging
Team Assignments
Team Chat
Team Management
Template Management
Templates
Text Editing
Third Party Integrations
Time & Expense Tracking
Time Off Management
Time Tracking
Timesheet Management
To-Do List
Training Management
User Profiles
Utilization Reporting
Version Control
Video Conferencing
Visual Workflow Management
Volunteer Management
WYSIWYG Editor
Web-based Deployment
Website Management
Widgets
Win / Loss Analysis
Workflow Configuration
Workflow Management
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Redtail CRM Feature Reviews

25 reviewers had the following to say about Redtail CRM's features:

Chris D.

Not a bad CRM, but I ultimately took my business elsewhere

2021-09-07

Overall, I was displeased enough with the software that within 6 months of joining Redtail I lobbied hard enough for the firm to switch to Wealthbox and spent nights and weekends figuring out the software and spearheading the move as I was very frustrated in the lack of customizations and user interface.

Pros

I do like that Redtail is more encompassing than many other CRMs (ex outlook) that can track way more customizable information.

Cons

Also i found the contact management interface difficult.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Simon H.

Decent value CRM for basic tasks

2018-10-15

It works well as a basic CRM for managing contacts, notes, and ongoing tasks as well as the ability to sort clients based on any data point.

Pros

Easy to navigate, add/edit contacts, create different groups, ongoing tasks and ability to assign to other team members, ability to archive my outlook emails to existing contacts.

Cons

Limited functionality, not able to integrate with other software for financial services, mobile app is too simple and limited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jon M.

I rely on Redtail everyday. Good product but could use some enhancements

2017-09-16

Central area for all information on my clients, prospective clients and other key contacts.

Pros

There are many ways you can create lists from your database to create mail merges.

Cons

I wish it interfaced with my Google for Business calendar and email.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 1-10 employees)

Use it Every Day and Love It!

2021-09-30

The workflows and activity tracking have helped make us very efficient and they also integrate with so many other platforms that it saves us a lot of time from duplicate data entry

Pros

The customer service is extremely responsive and easy to work with.

Cons

The alerts for the calendar are the only thing I wish they could improve on.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jamie W.

Modern cloud-based CRM software that offers great features and is simple to learn and use.

2017-12-07

A user friendly feature-rich easy to use CRM software

Pros

My company switched from GoldMine to Redtail and I was very hesitant to have to learn a whole new CRM. I was so surprised how simple Redtail was to learn and use.

Cons

We did have some difficulty transferring our data from our old CRM to Redtail.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Great fit for small to medium sized RIAs looking for a CRM solution tuned to the Financial Advisor.

2018-04-04

We now have an SEC-compliant, cloud-based CRM which seamlessly tracks and archives client email communications and has a good SEC-compliant document repository.

Pros

Low price point for a CRM that is built from the ground up to support Financial Advisers.

Cons

It's ok, but we would much rather see a higher performance, more feature rich implementation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Olivia G.

Invaluable for People in the Financial Planning/Accounting Space

2020-12-17

Pros

A near infinite amount of reports and searches can be run, which makes getting your contact database cleaned up super easy. 3.

Cons

I wish notes were viewable in email, although this may be a compliance issue.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Amber I.

Easy to use

2019-01-04

Pros

It's a simple. Easy to use and navigate.

Cons

Certain features are not customizable. Other than that it's a good product for what you pay.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeremiah F.

Not impressed by the user-interface, but the CRM serves it's function.

2017-12-06

We are able to see detailed notes on clients, and those notes never go away.

Pros

This is crucial in a field where we need to know what has been communicated to our clients.

Cons

Adding activities/tasks on a to-do list is something we highly value.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian T.

Well Rounded CRM for Advisors

2018-07-03

Pros

There are many fields and options to tailor to your business needs.

Cons

Biggest complaint is the lack of calendar and contact syncing with Office 365.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew S.

Excellent set up

2017-02-01

A persistent password reset issue, and he absence of push notifications makes the app clunky to use.

Pros

Intuitive, very efficient

Cons

Subpar mobile app experience due to recurring password resets and no push notifications for calendar events

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 11-50 employees)

I use Redtail as an administrator

2018-08-02

It is helpful to stay organized with client information and reports

Pros

I like the graphs and report features.

Cons

In addition, when I search for contacts I can't see just my advisor's contacts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Tara M.

RedTail

2021-09-07

RedTail is a good CRM but some of the functionality could be improved on so it isn't so "clicky"

Pros

They only charged per office and allowed up to a certain number of users without any additional costs. We could add or remove profiles ourselves for new or terminated employees.

Cons

Emails had to be copy and pasted to contact profiles.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan P.

Great CRM

2020-04-08

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.

Pros

I love that this CRM allows us to break down different tabs that are relevant to what we do as Financial Advisors.

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

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 1-10 employees)

Great Customizable Calendar

2019-04-08

Pros

I love the customizable calendar where you can choose different colors for different kind of appointments/meetings.

Cons

It is challenging to figure out all the features that it holds, but it will just take time.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Jodie R.

Redtail CRM worth the money

2020-04-29

has helped our business manage client data and very helpful customer service when I have any questions or need help.

Pros

Ease of use and functionality of reports is a huge plus for me.

Cons

It feels in financial data but does not feed in account types or titles so it's hard to see what type of accounts the client has.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Barbara M.

WARNING: You might need a computer programming degree to use this software!

2019-01-08

I use it only for database information.

Pros

It is a GREAT database tool, so much information in one place

Cons

JUST TO RUN A SIMPLE REPORT to gather the amazing database information, requires a huge headache to figure out.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Ronald W.

Average at best

2017-06-15

It fulfills the requirement that I use a CRM application to manage my clients.

Pros

I appreciate the ability to access each client's financial plan from within the RedTail application.

Cons

As a result, repetitive data entry is required which wastes staff time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Yeshuwanth L.

Modern cloud-based CRM software that offers great features and is simple to learn and use.

2018-03-31

Pros

This CRM allows us to produce reports that show when/where the client came in.

Cons

I would prefer a more Microsoft Project approach to this feature

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Alaina M.

Intuitive; wish there were better calendar reminders

2019-09-05

We are able to track all meetings, notes, emails, deliverables, etc. for clients.

Pros

The CRM does it all for us with client information, tasks, and calendaring.

Cons

I now need to constantly monitor my calendar.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris M.

Redtail Is great

2019-04-18

A CRM tool to house all client information and appointments.

Pros

It is a great software and is easy to learn.

Cons

Lack of certain integrations, especially with Outlook.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Lance B.

CRM Software

2019-04-23

Redtail is becoming widely used in my workplace and is helpful for a growing business.

Pros

The client contact, marketing, and prospecting parts of my business.

Cons

There is a steep learning curve. Hard to learn all that it can do in a short period of time

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
David S.

I wish I had had this software my entire career.

2017-11-08

This is a very time-saving product and robust in its integrations with other software and data sources.

Pros

This software is very robust and includes many integrations that create a real value for our company.

Cons

I would prefer a more Microsoft Project approach to this feature

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
HAROLD H.

Support lackluster

2019-10-17

I am only using this CRM due to the integrations.

Pros

The integrations we the only reason I signed up for RedTail

Cons

I had to wait 9 business days for my integration. Seriously that is unacceptable!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel G.

Easy to Use

2017-07-18

Easy of use and cross-platform capabilities.

Pros

Also the mobile app makes being offsite much easier.

Cons

Most of them have to do with searching inside of the database.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more