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Redtail CRM Review
What is Redtail CRM?
Redtail CRM is a web-based customer relationship management software which is designed exclusively for financial professionals. The intuitive and user-friendly software is used by financial advisers and financial management firms to track their clients’ data and the activities they are performing for their clients. Redtail aims to streamline workflows and automate client management.
Redtail CRM helps users to quickly access any information they need. It has the capability to generate client and account reports. They can also send bulk messages and attachments to client or prospect groups. The CRM software provides information, such as the marketing campaign that generated a lead or prospect. Redtail, furthermore, offers a seminar management functionality, which enables users to manage and track their seminars and events in a single location.
Show MoreOverview of Redtail CRM Benefits
The workflow management capability of Redtail CRM is one of its prominent features. The CRM software offers automated workflows, allowing users to generate workflow steps and tasks, and assign them to a specific client or lead. Redtail CRM offers a list of workflow templates that are built specifically for financial advisors and planners. A workflow template is consist of steps, tasks, and outcomes.
Workflow steps include documenting of client’s request and instructions, processing EFT (Electronic Fund Transfer) from client’s bank account, verifying funds received, trading account, and calling the client to confirm that the funds have been drafted correctly.
The outcomes of workflow steps provides users if-then scenarios, allowing them to go back to a previous workflow step, stay in a current workflow step, or move to the next workflow step when the current one is already completed.
As an illustration, the verification of funds will generate three possible workflow outcomes: (1) when funds are not drafted correctly, the adviser needs to troubleshoot the errors and verify the funds again; (2) when funds are received correctly and no trades are needed, the adviser can move to the next step, which is to call the client to confirm the correct drafting of the funds; (3) when funds are received correctly and trades are needed, the next step is to trade account.
Moreover, advisers can add notes to a workflow step, enabling them to document the reason a workflow can’t progress yet to the next step in the list or document the completion of a step.
Another feature of Redtail CRM is its seminar management capability. With this feature, users will be able to quickly add new seminars or client events. They can do this through the calendar section, and they can also add attendees to a scheduled seminar quickly. This feature enables users to plan their seminars and obtain seminar reports efficiently.
Redtail CRM also offers a tagging functionality. This allows users tag and categories any records they have in the CRM database. With this functionality, they can easily edit records in bulk. It is very helpful in managing marketing campaigns. As records are linked to specific campaigns, users will be able to obtain relevant information they need.
Show MoreOverview of Redtail CRM Features
- Automated Workflows
- If-Then Scenarios in Workflow Steps
- Task Management
- Seminar Management
- Categorize and Tag Records
- Clients’ Data Tracking
- Reports
- Activities Management
- Free Database Migration
- Integrations
- Broadcast Emails
Redtail CRM Position In Our Categories
Because companies have distinct business needs, it is rational they avoid picking a one-size-fits-all, ideal software. Be that as it may, it is futile to come across such application even among widely used software products. The sensible thing to undertake is to note down the various essential aspects that demand careful thought such as major features, packages, technical skill competence of staff members, business size, etc. Thereafter, you must double down on the product research to a full extent. Browse through some of these Redtail CRM evaluations and scrutinize each of the applications in your list more closely. Such well-rounded research ascertains you stay away from unsuitable software products and buy the one that includes all the function your business requires to achieve growth.
Position of Redtail CRM in our main categories:
TOP
50
Redtail CRM is one of the top 50 CRM Software products
If you are considering Redtail CRM it could also be sensible to examine other subcategories of CRM Software gathered in our database of B2B software reviews.
Organizations have unique needs and requirements and no software platform can be just right in such a scenario. It is pointless to try to find a perfect off-the-shelf software system that meets all your business needs. The smart thing to do would be to customize the solution for your special wants, employee skill levels, budget, and other elements. For these reasons, do not hurry and pay for well-publicized trendy applications. Though these may be widely used, they may not be the perfect fit for your unique requirements. Do your homework, check out each short-listed application in detail, read a few Redtail CRM CRM Software reviews, contact the maker for explanations, and finally settle for the product that presents what you need.
How Much Does Redtail CRM Cost?
Redtail CRM Pricing Plans:
Free Trial
Redtail CRM
$99/month/database
What are Redtail CRM pricing details?
Redtail CRM Pricing Plans:
Free Trial
Redtail CRM
$99/month/database
Redtail CRM offers a single enterprise pricing plan for all users. Here are the details:
- $99/month/database
- Includes 15 users
- Unlimited leads, contacts, reminders, and tasks
- Complimentary database conversions
- Broadcast emails
- Mobile app
- Custom exporting
- Access anywhere, anytime
- Backup and disaster recovery
- Document management
- Workflow processes
- Categorize and tag client records
- Detailed reports
- Seminar management
- Free support
User Satisfaction
Positive Social Media Mentions
0
Negative Social Media Mentions
0
We are aware that when you decide to buy a CRM Software it’s vital not only to find out how experts score it in their reviews, but also to find out whether the real clients and businesses that bought these solutions are indeed happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Redtail CRM reviews across a broad range of social media sites. The information is then displayed in an easy to understand form indicating how many people had positive and negative experience with Redtail CRM. With that information at hand you will be ready to make an informed buying decision that you won’t regret.
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Web-based
- Windows Mobile
Deployment
- Cloud Hosted
- Open API
Language Support
- English
Pricing Model
- Monthly payment
Customer Types
- Small Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Redtail CRM?
Redtail CRM works seamlessly with the following services:
- Morningstar
- Riskalyze
- LaserApp
- Allbridge
- MoneyGuidePro
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