Redtail CRM Reviews - Page 3

Ease of use. Simple to train others to use

To fully utilize some features take a bit of work

Great customer service and support! Really awesome team that listens to feedbacks and makes changes and updates accordingly. I've voted on many ideas that have been added to Redtail so I feel valued as a customer and know the company is working to stay in front of client needs.

The software clones the home address and phone number to the spouse when entering contacts. However when using search functions, the spouse does not technically have information entered for their address or home phone number so searches do not include them. I think it is redundant to enter the information twice. They are working on the ability to use a spreadsheet to upload information by the user. Currently a spreadsheet can be emailed and their team will upload within 24 or 48 hours but our office does not have time for such.

Very robust for tracking clients. Can use it to track almost anything I want. Calendar is also very easy to use

Wish it did a little better on the life insurance side. Better integration with outlook would be nice

Redtail's ease of use. It is a great software and is easy to learn.

Lack of certain integrations, especially with Outlook.

This software allows us to track all of our customer information. It quickly and easily allows our office staff to get customer information on the fly. Love that it is web based and SO easy to use!

Some of the functionality is not pertinent to us and it would be helpful if we could turn off or hide some fields.

Their customer service is definitely the best feature. Very helpful! A close second is the workflows and how to implement those into our practice.

I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to.

Redtail helps integrate all aspects of my business. The client contact, marketing, and prospecting parts of my business.

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

Redtail is a good software and has a lot of functionality for contact management (assets, liabilities, notes, etc.) I do like that Redtail is more encompassing than many other CRMs (ex outlook) that can track way more customizable information.

There was very little customization that made navigating the software difficult. Also i found the contact management interface difficult. In addition, tech support had very long wait times and ultimately required a bunch of email back and forth which is not helpful when your issue is complicated.

I love how many integrations Redtail has with other websites & applications (such as Clientworks). I also love the filtering system for getting a list of specific types of contacts in the system. The exports to csv files are also very easy to use.

The filtering system, in my opinion, could be more simplified so that it doesn't look like a classic coding input- maybe a drop down check-box method would ease the filtering process for contacts. Also, being able to edit the Notes for a contact would be great. If revisions are against some type of compliance/regulatory rule, then having a revision history there but still be able to edit a note would be great.

Redtail is a simple yet powerful CRM tool that made it easy for me to manage my clients.

Nothing, it is a great product that is intuitive.

I love the customizable calendar where you can choose different colors for different kind of appointments/meetings. Also how you can automate meeting that happen at a certain time and day repeatedly.

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

It keeps everything about a client and business partner organized and safe. There are plenty of options to use other apps with Redtail, such as LaserApp. This works great to import all client information easily into another app without having to type it all in over and over again. Another great feature is all the information topics you can add into one client. Everything in one spot!

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.

Its cheap but that comes with compromises!

Once again I needed technical advice and since I new I was going to be on hold FOREVER I thought I would let others now that the company puts very little emphases on customer service. Call the sales department--someone will be available very quickly; Call for customer service....Good luck! I am currently caller number 16 in line. I don't call very often, but when I do it is atrocious.

I like that it is cloud-based, easy to use, and functional for our office and client needs.

I wish it was able to have emailing capabilities.

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. 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.

We did have some difficulty transferring our data from our old CRM to Redtail. All of the fields did not import correctly and we had to go in and manually enter data.

super easy to use and the set up is amazing. very clean, neat, and organized. would recommend to anyone

It could maybe load a bit faster instead of needing to refresh pages once tasks are completed

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.

The workflow portion has not yet been to full use in our model. I would prefer a more Microsoft Project approach to this feature

Robust, lots of options for maintaining information

The software has not kept up with technology, integrations or the ability to customize what so ever. This has been very disappointing and they are very slow to update and implement any changes.

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

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

The CRM does it all for us with client information, tasks, and calendaring. It syncs with other technology apps.

As far as I know, there is no way to get reminders (a la Outlook) for appointments. I now need to constantly monitor my calendar.

It was tailored for FS Industry and was setup for to integrate with our back office of custodian.

How slow it is. Take it for a spin and wait for every screen

Redtail provides special experiment with Customer Relationship Management solutions specially financial fields beside the ability to integrate with different apps ,Redtail provides me with organized documents Management

Redtail requires high internet connection speed and sometimes lagging but the customer support are always available which makes these issues easier

It integrates well with MoneyGuide Pro. I appreciate the ability to access each client's financial plan from within the RedTail application. This is a time saver!

It does not integrate well with my broker dealer's client information system. As a result, repetitive data entry is required which wastes staff time.