Redtail CRM Reviews - Page 2

Ease of use and navigation - it is very easy

There is a serious lack of training at the initial on-boarding. Also, the biggest negative - the customer service team needs a lot of work. You constantly have to follow up with them after weeks of waiting, and even when you follow up, they never have an answer or solution, and state that they need to contact another team member for an update, then you end up waiting another week or two before any progress is made. This scenario has occurred with our team at least a dozen times.

This software allows me to do everything I need and then some. If I ever need help customer service has been the best. Everyone has been helpful and friendly. Using this has definitely made my life better from what we used to use.

Nothing to complain about yet. Once in a while the upload speed it slow, but that could be on my side.

I like the layout; the information is spread out on the screen in a way that is it is easy to read and find what you're looking for.

Certain functionalities are not available. Specifically I wanted the ability to have a Redtail hard-coded field for annuity maturity dates. I also want ability to show when client canceled appointment rather than removing it entirely from the database.

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.

Syncs with broker dealer. easy to navigate pages.

Doesn't separate out tasks and calendar.

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

Low price point for a CRM that is built from the ground up to support Financial Advisers. SEC-compliant document management and email make this easy to archive and track client documents and communications in the secure cloud. Good integration with CopyTalk.

The iphone app is really not that robust. It's ok, but we would much rather see a higher performance, more feature rich implementation.

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

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.

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.

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.

The team behind RedTail are always trying to improve their software based on suggestions from users. They hold trainings that travel around the country yearly so there is sure to be one near you. Unlike most software trainings, these are FUN! It's a very robust system with many detailed reports and some great search functionality too.

When changing your password (required periodically) you can't use the last THIRTEEN passwords. It says something for the security of the program but, c'mon....13?!

How intuitive it is to create activity tasks and then also to create templates for processes that we use all the time.

There are sometimes very easy features that you think would be available that aren't. It is important to find lists and create lists of data and then be able to sort and customize and export and it just isn't quite there with Redtail CRM. We are hopeful that the merger w/ Orion will create better reporting lists.

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.

You had to make multiple "clicks" to get certain information for clients. They didn't truly integrate with several of the software programs. Integrations were mostly single-sign-on. Emails had to be copy and pasted to contact profiles.

I enjoy that all information is thoroughly saved once it's in the system. You can't accidentally or intentionally delete comments/notes on clients accounts. This is crucial in a field where we need to know what has been communicated to our clients. This CRM allows us to produce reports that show when/where the client came in. This is an important process to understand how we should interact with clients to better serve them.

There are a lot of things I dislike with the software, especially for how much it costs. The interface is somewhat easy to learn, but it tends to be clunky. It takes longer than I would hope to find client names in the database, and it seems the product focuses more on integrating with other companies than it does on simplicity. Adding activities/tasks on a to-do list is something we highly value. The process of adding new tasks tends to be a little overcomplicated, and it doesn't organize well. Using workflows for specific clients is not very easy either. We spent a lot of time developing workflows for clients, but ended up ditching it for handwritten notes! Ouch. It was quicker, more efficient, and more reliable than using the CRM.

This is the best CRM I have ever used. The software is very robust. We likely don't use most of the features but the features we do use work really well.

There is too many things that can be customized and every user might customize differently whch adds a bunch of useless data.

Having an interface that talks to other programs has helped out quite a bit. The ability to have a program do more tedious work that is done repeatedly has saved the firm time doing more important things.

There are not many things that we see as a negative. Some of the options that are there to help customize are a bit hard to find but besides that there are not many issues.

We use Redtail for contact and task management. It's easy to collaborate with other team members on tasks for our clients.

The interface took some getting used to but could be improved. For example, the text box when editing an activity is small; often you can't read all of the text without scrolling.

- cloud based - sleek interface

- Terrible customer service - Terrible tech support - Poor functionality - Too many features and not enough of them work

Ease of use, amount of resources and linking features is great.

Can sometimes be overwhelming or difficult to navigate - mainly learning curve issues, but I'm not a big enough user to justify the cost of the "school".

Ease of use. Integration with 360. Customization. CUSTOMER SERVICE is the best.

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

Intuitive, very efficient

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

Easy to learn and use. You are able to run a report for just about any scenario.

If you have a small office, work flows may be more work, than necessary.

Organizing all my tasks day to day and long-term, with ability to share and reallocate tasks among users

Not as intuitive in how to use some features, and doesn't have an easy way to access training or learning modules to get up to speed on utilizing all the features.

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.

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