Redtail CRM Features

Redtail CRM

Web-based CRM for financial professionals

4.15/5 (53 reviews)

Redtail CRM Feature Summary

  • 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

Competitor Feature Comparison

API
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Automatic Backup
Automatic Notifications
CRM Integration
Calendar Management
Calendar Sync with Google
Categorization
Chat
Client Management
Collaboration Tools
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customizable Reporting
Customizable Templates
Data Import/Export
Database Conversion
Document Management
Document Storage
Drag & Drop Interface
Email Integration
Employee Database
Event Triggered Actions
File Management
Follow-up Scheduling
Forms Management
Gantt Charts
History Tracking
Lead Management
Multi-Channel Communication
Pipeline Management
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Real Time Notifications
Real Time Updates
Records Management
Reminders
Reporting & Statistics
Search Functionality
Social Media Integration
Status Tracking
Tagging
Task Management
Task Scheduling
Task Tracking
Template Management
Third Party Integration
Timeline Management
To-Do List
Workflow Management
Learn moreCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Automatic Backup
Automatic Notifications
CRM Integration
Calendar Management
Calendar Sync with Google
Categorization
Chat
Client Management
Collaboration Tools
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customizable Reporting
Customizable Templates
Data Import/Export
Database Conversion
Document Management
Document Storage
Drag & Drop Interface
Email Integration
Employee Database
Event Triggered Actions
File Management
Follow-up Scheduling
Forms Management
Gantt Charts
History Tracking
Lead Management
Multi-Channel Communication
Pipeline Management
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Real Time Notifications
Real Time Updates
Records Management
Reminders
Reporting & Statistics
Search Functionality
Social Media Integration
Status Tracking
Tagging
Task Management
Task Scheduling
Task Tracking
Template Management
Third Party Integration
Timeline Management
To-Do List
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Automatic Backup
Automatic Notifications
CRM Integration
Calendar Management
Calendar Sync with Google
Categorization
Chat
Client Management
Collaboration Tools
Commenting
Communication Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customizable Reporting
Customizable Templates
Data Import/Export
Database Conversion
Document Management
Document Storage
Drag & Drop Interface
Email Integration
Employee Database
Event Triggered Actions
File Management
Follow-up Scheduling
Forms Management
Gantt Charts
History Tracking
Lead Management
Multi-Channel Communication
Pipeline Management
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Real Time Notifications
Real Time Updates
Records Management
Reminders
Reporting & Statistics
Search Functionality
Social Media Integration
Status Tracking
Tagging
Task Management
Task Scheduling
Task Tracking
Template Management
Third Party Integration
Timeline Management
To-Do List
Workflow Management
Visit WebsiteCompare App

Redtail CRM Feature Reviews

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

Simon Han

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 Munson

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
Jamie Wiley

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

Although it has many sophisticated features more advanced users would want to delve into, the interface remains usable for those of us who are newbies to CRM software.

Cons

All of the fields did not import correctly and we had to go in and manually enter data.

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
Brian Traverso, ChFC, EA

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
David Sanders, CFP®

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
Jeremiah Forrister

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
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

SEC-compliant document management and email make this easy to archive and track client documents and communications in the secure cloud.

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
Jodie Ruiz Esparza

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
Seth Freeman

Great CRM for business.

2018-04-19

Pros

Can use it to track almost anything I want. Calendar is also very easy to use

Cons

Better integration with outlook would be nice

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Ronald Walrath

Average at best

2017-06-15

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

Pros

It integrates well with MoneyGuide Pro.

Cons

It does not integrate well with my broker dealer's client information system.

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
Kimberly Burdette-Hord

Awesome Product and it keeps getting better

2019-04-11

I seriously love Redtail, I have used other CRM's but Redtail was so easy to use and when I have a question I can either search online and watch a video or call customer service.

Pros

Integration with 360. Customization. CUSTOMER SERVICE is the best.

Cons

Workflows, they have updated them but still not the best.

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
Amber Idleman

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
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
Ryan Polatis

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

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

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, 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
Patricia Na

Superior Training & Resources

2019-03-05

Pros

Excellent training and online resources available in multiple formats: live in-person classes (although for a fee), free live webinars, custom webinars, recorded webinars, and an extensive searchable library of help articles and mini-videos.

Cons

Overall, the feedback I've received from our reps is quite positive.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

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

It is a useful CRM system for all client data

2018-03-05

Company data information

Pros

I like the organization of it and how much specific information can be recorded or the use of custom fields as well.

Cons

Also when you are exporting lists of names or information it is not user friendly and doesnt give you enough choices to narrow it down to.

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
Alaina Masler

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. It syncs with other technology apps.

Cons

As far as I know, there is no way to get reminders (a la Outlook) for appointments.

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
Barbara Mendez

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
Lance Bright

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

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
Elena Huber

Great Product for Organization

2018-04-24

Organized client files, import of client info into other apps, information grouped to print only certain set of data you need to present to a client.

Pros

This works great to import all client information easily into another app without having to type it all in over and over again.

Cons

It can be better organized to find certain features faster and easier. Being able to edit notes instead of delete and start over or just comment on them would be great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
William McColl

Everyone at Redtail, it seems, is a rookie

2020-06-18

I've been given the runaround for two months. One rookie to another. No response to my case. You'd think as a CRM, they would follow up. One rookie after another write me useless comments and likely are closing my petition as "resolved."

Pros

I cannot speak to the data integration team.

Cons

They will not allow me, an experienced user, to speak with their data integration team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Giovanni Migliaccio

great software, very user friendly, easily implemented and integrated with other software platforms

2018-02-14

Pros

i like that it not only integrates with my broker dealer but also with sales/lead software vendors and constant contact for easy updating and soliciting

Cons

takes some time to get used to and to fully implement and the university or training can get a bit daunting

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
Chris Milinazzo

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
Matthew Staub

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