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Redtail CRM Review

Redtail CRM
Our score: 9.0 User satisfaction: 100%

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.

Overview 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.

Overview 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

Since companies have specific business-related needs, it is prudent that they abstain from going for a one-size-fits-all, ”best” software solution. Nevertheless, it would be hard to try to chance on such application even among sought-after software systems. The right thing to do can be to narrow down the varied significant factors that necessitate inspection like major features, plans, skill competence of staff, organizational size, etc. The second step is, you should conduct your research to a full extent. Go over these Redtail CRM analyses and look over each of the software solutions in your shortlist more closely. Such comprehensive product research guarantees you circumvent unfit applications and choose the one which includes all the features you require company requires to be successful.

Position of Redtail CRM in our main categories:

TOP 50

Redtail CRM is one of the top 50 CRM Software products

If you are interested in Redtail CRM it may also be a good idea to investigate other subcategories of CRM Software gathered in our base of SaaS software reviews.

It is essential to note that almost no software in the CRM Software category is a perfect solution able to fulfill all the goals of various business types, sizes and industries. It may be a good idea to read a few Redtail CRM CRM Software reviews first as some services can perform well just in a very narrow group of applications or be created with a very specific type of industry in mind. Others might function with an idea of being easy and intuitive and therefore lack complicated functionalities desired by more experienced users. You can also come across software that focus on a broad group of customers and give you a powerful feature set, however this usually comes at a more expensive price of such a solution. Ensure you're aware of your needs so that you get a software that provides exactly the features you search for.

How Much Does Redtail CRM Cost?

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 1
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied 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 wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Redtail CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

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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?

  • email
  • phone
  • live support
  • training
  • tickets

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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

What integrations are available for Redtail CRM?

Redtail CRM works seamlessly with the following services:

  • Morningstar
  • Riskalyze
  • LaserApp
  • Allbridge
  • MoneyGuidePro
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Reviewed By Louie Andre
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