Redtail CRM

Redtail CRM

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Overview

Redtail CRM provides comprehensive client relationship management capabilities, aiding financial advisors in organizing client data and streamlining daily operations. Although it may have limited automation and contact search capabilities, its powerful feature set and industry-specific tools justify its adoption for wealth management professionals.

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Starting Price
Custom

Redtail CRM Specifications

Contact Management

Customer Communication Tracking

Email Integration

Customer Segmentation

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What Is Redtail CRM?

Redtail CRM is a specialized CRM solution designed to meet the unique needs of financial advisory firms. It centralizes client information, manages workflows, and automates administrative tasks, providing significant benefits for advisory practices. Users can utilize Redtail CRM for efficient activity management, ensuring timely follow-up and comprehensive client service. Its secure document management capabilities also help in maintaining organized records and supporting regulatory compliance, leading to sustained growth of the business.

Redtail CRM Pricing

Redtail CRM pricing plans are as follows:

  • Launch - $45/user/month
  • Growth - $65/user/month
  • Enterprise - Custom pricing
Additionally, the vendor gives an option of free trial to its new users. Get a tailor-made Redtail CRM cost quote to meet your requirements.

Disclaimer: The pricing is subject to change.

Redtail CRM Integrations

Redtail CRM software integrates with the following tools and platforms:

Watch a free Redtail CRM demo to learn all about its integration arrangements.

Who Is Redtail CRM For?

Redtail CRM software is ideal for the following industries and sectors:

  • Wealth management
  • Insurance
  • Banking
  • Finance

Is Redtail CRM Right For You?

Redtail CRM excels in providing a specialized solution for financial advisory practitioners, setting it apart with its industry-specific tools and powerful compliance features. Its focus on streamlining client management, activities, and documents makes it an excellent fit for firms aiming to enhance efficiency and maintain stringent regulatory adherence. The software enables seamless collaboration across advisory teams and improves client communication workflows.

Still in doubt about the Redtail CRM software? Contact us at (661) 384-7070 for further guidance.

Redtail CRM Features

Redtail CRM centralizes all client and household information, including notes, activities, and documents. This consolidated view ensures financial professionals have immediate access to comprehensive data, fostering informed decision-making and personalized engagement.

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Built-in workflow tools from the software automate routine service tasks such as client onboarding, review processes, and communications. This standardizes procedures, minimizes manual effort, and enhances consistency across team operations.

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The platform provides robust tools to schedule, assign, and track meetings and tasks, offering team-wide visibility. This ensures no appointments are missed and allows for collaborative management of client relationships, improving organizational efficiency.

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Redtail CRM offers powerful search, tagging, and filtering capabilities to instantly locate and segment client lists. It enables efficient data retrieval and allows advisors to perform bulk actions or targeted communications, streamlining client management and reporting processes.

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With this feature, users can easily meet SEC and FINRA requirements. They can automate email and text message archiving, maintain detailed audit trails, and support customizable supervision without going through a lot of hassle.

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Pros And Cons of Redtail CRM

Pros

  • Intuitive client record management

  • Efficient workflow automation

  • Reliable data organization

Cons

  • Interface customization options are limited

  • The users can face initial data migration challenges

Redtail CRM Reviews

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VW

Vicki W.

Admin, 1-10 employees

5.0
August 2024

“Reliable CRM Tool

Pros

I can keep all my client information and notes organized in a single location which makes everything easily accessible. The shared access across our entire office is really convenient for collaboration.

Cons

It's hard to find anything wrong with this platform, they keep improving it with regular updates and thoughtful features that actually make a difference in how I use it.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

CM

Chris M.

Not Specified, 1-10 employees

1.0
January 2024

“Completely Disappointing Experience

Pros

The only real advantage is the affordable price though I've found that you definitely get what you pay for, some features feel limited and the overall experience doesn't quite match up to more premium options.

Cons

Moving from Salesforce was a huge mistake, I'd gladly pay their higher prices to avoid this headache. What I thought would be temporary growing pains have turned into permanent frustration that's gotten 100x worse over time. This might work for a tiny 1-2 person shop with no tech skills who wants something super basic out of the box. But if you need bulk data imports, custom layouts, or mass edits, it's absolutely terrible. You cant do any bulk operations yourself, you have to email support a spreadsheet and wait for their techs to handle it. It's ridiculously cumbersome and puts you at the mercy of there slow timeline. The field and layout options are extremely limited, so you end up cramming data into fields meant for other purposes. Trying to sync the calendar with Outlook? Good luck with that. Their Retriever app created thousands of duplicate calendar entries that basically destroyed my Outlook calendar. After waiting an hour on hold and spending another hour explaining the issue, support told me I needed to manually delete all the duplicates, that would take weeks of wasted time. Support agents constantly drop the ball on simple requests and don't have direct phone numbers. They hide behind a general 800 number and their response times are awful. This platform has actually moved our business backwards and created more problems than solutions. To make matters worse, there server performance is terrible, extremely slow loading and times out with error messages way too often. Despite the massive work involved in switching CRM systems again, I'll be moving our company away from this soon.

Rating Distribution

Ease of use

3

Value for money

2

Customer Support

1

Functionality

4

JH

Jesse H.

Finance, 1-10 employees

4.0
May 2023

“User Friendly and easy UI

Pros

I found the interface to be really simple and user friendly. When I need help, support usually gets back to me quickly and they know their stuff.

Cons

Hard to customize and pulling reports is a real pain. Moreover, exporting lists feels like more work than it should be.

Rating Distribution

Ease of use

8

Value for money

7

Customer Support

7

Functionality

6

Frequently Asked Questions

Yes, Redtail CRM offers an API.

Typical users include professionals operating in the wealth management, insurance, banking, and finance industries.

Yes, Redtail CRM offers a dedicated mobile app for both Android and iOS users.

Redtail CRM features integrations with HubSpot CRM Software, AdvisorEngine, Atlas Point, Capitect, Evernote Teams, Fireflies Software, and Healthpilot

Redtail CRM offers three pricing plans: Launch ($45/user/month), Growth ($65/user/month), and Enterprise (custom pricing). Obtain a tailor-made Redtail CRM price quote specific to your needs.

Redtail CRM offers support via email, call (Monday–Friday 7 a.m.–7 p.m. CT), and a knowledge base to resolve the most common issues.

Redtail CRM only supports the English language.