Redtail CRM

4.1
Overall rating
Reviews

4.1
Overall rating
Reviews

About Redtail CRM

Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its features include database migration, reporting, client information, records and tags management, automated office operations, broadcasting emails and seminar management. Redtail CRM helps users send bulk messages and attachments to specific groups of clients and prospects. It enables them to plan and manage seminars, events and create reports of all activities. Additionally, it integrates with Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro, and it allows users to import data into and export data from the platform. Redtail CRM is available on iOS and Android devices, and it is available via monthly subscription. It backs up data to an offsite location, which can be accessed whenever users want. In addition, it offers support through webinars, online help docs and training sessions.
Redtail CRM Software - Client library
Redtail CRM Software - Contact details
Redtail CRM Software - Contacts
Redtail CRM video
Redtail CRM Software - Client library - thumbnail
Redtail CRM Software - Contact details - thumbnail
Redtail CRM Software - Contacts - thumbnail

Redtail CRM pricing

Redtail CRM does not have a free version but does offer a free trial. Redtail CRM paid version starts at USD 39.00/month.

Starting Price:
USD 39.00/month
Free Version:
No
Free trial:
Yes

Alternatives to Redtail CRM

Pega Sales Automation

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Redtail CRM Reviews

Feature rating

Value for Money
4.2
Functionality
3.9
Ease of Use
3.9
Customer Support
3.9
5 reviews of 83 View all reviews
Aman Preet
Aman Preet
  • Industry: Retail
  • Company size: 10,000+ Employees
  • Used Monthly for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
3
Customer Support
3

4
Reviewed on 14/07/2022

Pros and cons of Redtail CRM

If one wants to manage their workflow and have a nice and professional looking reporting then they can surely go with Redtail CRM and for content management stuff they can go for other alternatives.

Pros

The most critical features for us as a team was to handle the workflow management as well as reports and analytics of our financial data along with that Redtail CRM is affordable in long term

Cons

Content management and alerts and notification services of Redtail CRM is the one which they need to work on as for our perspective they are not up to the mark.

Lauren
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
3
Customer Support
2

5
Reviewed on 02/01/2024

Much more robust than most CRMs at the same price point.

The transition from one CRM to RedTail went very well, and we felt well-supported throughout. They system works wonderfully for our group now, but it took a lot of trial and error for us to figure out how to do that. The support, training, help after transition is pretty much non-existant, which was very frustrating.

Pros

They system is very customizable in all senses. Nearly all fields and how their set up can be customized to work for your group and business. We also use the reporting features quite a bit.

Cons

The ability to customize everything can become paralizing, and RedTail's training and support was not nearly robust enough. We set the system up the way we thought would work for us, only to realize that certain things are not reportable/searchable. We then had to rethink and re-set up our entire contact list.

Jaimie
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Functionality
3
Ease of Use
4
Customer Support
2

3
Reviewed on 02/01/2025

Gets the Job Done but Could Be Better

Redtail CRM has been better out of the box than Sugar CRM but leaves a lot to be desired in terms of custom workflows and usability of the customer data profiles.

Pros

Easy to use the basic functions. Good for keeping track of essential client data and maintaining a client review schedule.

Cons

Requires a lot of menu diving for anything other than basic functions. Workflows are clunky for automations. Calendar integration is a hassle and tech support is subpar.

Amelia
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
5

4
Reviewed on 07/01/2025

Ease of use

Overall it is easy to learn and use. I like how the contact profiles look. It is very functional.

Pros

I like how user friendly it is. Their tech support is really helpful and very responsive. I like how it integrates with my other software.

Cons

I don't like having to manually push my activities to see them on my todays view. I also wish there was a plugin in Outlook to be able to add an email to a contact and an activity. I also dont like not being able to search by nickname for my contacts.

Jess
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 03/02/2020

We love Redtail!

Overall we love Redtail and continually attribute it to the efficiency of our team. Things no longer fall through the cracks because we've taken the time to set up workflows for all of our processes and we all contribute thorough notes to our client records. We use tasks every single day to make sure things are getting done AND that there's a record of someone doing them. We use the reporting options daily and have gained better insights into the business because of the report options available. We absolutely recommend Redtail to anyone looking for an efficient and affordable CRM

Pros

Redtail is cleanest looking and feeling CRM that we trialed. Everything is setup with the user in mind, so it's very easy to use. It's also very intuitive and there aren't many learning curves. The reporting is far above what other systems offer, and the workflows have completely changed the functionality of our team for the better. The ability to set up automations has also improved our processes. Our business runs much more smoothly, efficiently, and quickly because of Redtail. We find that the workflows and automations ensure that there are never gaps in our processes and things get done in a more timely fashion. They are always making updates and improvements based on user request, so over the three years we've been using it, it has only become more functional and user friendly versus feeling outdated. The support team is always available if you need help and the classes they offer are extremely thorough and helpful. The price is very affordable per user and they absolutely deliver quality well above the price point.

Cons

There's not a lot to be disliked about Redtail, but some of the options are technologically advanced and either require a strong ability to be tech savvy or an investment in Redtail University. Various members of our team have attended Redtail University on many occasions and have found it to be extremely helpful in each of our understandings of how certain parts of the system work (mainly workflows) but unfortunately it is an additional $$ investment.

Alternatives Considered

SmartOffice and Salesforce Sales Cloud

Reasons for Choosing Redtail CRM

We made the switch initially because Redtail was more functional for a team, whereas our previous system wasn't as functional for multiple advisors and support staff. Redtail was also more functional visually because of the calendar customization options that they offer. It also felt more technologically forward and our previous system felt outdated.

Switched From

SmartOffice

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