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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 unique business needs, it is only logical that they steer clear of choosing a one-size-fits-all, “perfect” software product. However, it is nearly futile to try to stumble on such a software product even among branded software products. The logical step to undertake is to make a list of the varied significant aspects which entail examination like important features, pricing, technical skill ability of the users, organizational size, etc. Then, you should perform your research systematically. Go over some Redtail CRM analyses and scrutinize each of the solutions in your list more closely. Such all-encompassing product research ascertain you circumvent ill-fitting apps and buy the system that provides all the tools 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 might also be a good idea to investigate other subcategories of CRM Software gathered in our database of B2B software reviews.
Each company has different requirements and requires a software that can be customized for their size, type of staff members and buyers, and the specific industry they are in. For these reasons, no system can proffer perfect functionality out-of-the-box. When you search a software system, first be sure what you need it for. Read some Redtail CRM CRM Software reviews and ask yourself do you need basic tools or do you need advanced functionality? Are there any industry-specific functionalities that you are searching for? Obtain the answers to these queries to aid your search. There are multiple factors that you need to reflect on and these include your finances, specific business requirements, your company size, integration needs etc. Take your time, check out a few free trials, and finally select the app that provides all that you need to boost your organization efficiency and productivity.
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 get a CRM Software it’s crucial not only to find out how experts evaluate it in their reviews, but also to find out whether the actual users and enterprises that purchased it are actually content with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Redtail CRM reviews across a vast range of social media sites. The data is then featured in a simple to understand way showing how many clients had positive and negative experience with Redtail CRM. With that information at your disposal you will be prepared 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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