Crowdbooster was a tool to measure the success of Twitter and Facebook posts, with visualizations to track retweets, and track potential impressions created, likes, comments, and how many shares a Facebook post has received. Crowdbooster is no longer available.
$9
per month
Redtail CRM
Score9.6 out of 10
N/A
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
Before recommending Crowdbooster, I'd want to know what goals they hope to accomplish with the software. Then I would want them to specifically identify what types of metrics would be most useful to their program. If they specifically need to report out on how many people in a certain location they reached, this isn't the right fit. If they are using other tools, there may be duplication. However, if they are currently using more budget-friendly solutions or just getting started with a new program, Crowdbooster is a perfect fit. It will help you to grow your program and is flexible enough to accommodate your needs.
It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Timed social media posts - Crowdbooster provides the opportunity to schedule social media posts allowing you to work on other important social media tasks.
Simply beautiful tracking - There are millions of ways to measure social media impact. Crowdbooster offers the most important and relevant measurements in simplified charts..
Great UI - Crappy UI = crappy experience. Crowdbooster's UI is easy to navigate. It won't take months to learn where all the buttons are.
Redtail CRM gives the capability to have a place to store all client-related documents in a readily accessible, yet secure, location.
Redtail CRM has a feature to input notes and comments on particular clients in order to keep track of communications with and steps taken for those clients. Those notes can be easily accessed across the firm.
Redtail CRM allows all email communications to be stored in a safe and secure manner as well as making those communications accessible on demand.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The ranked order of twitter followers and the number of "tweet impressions" did not help that much. Those "tweet impressions" were not really an estimate of how many people were actually reading my tweet. It was simply a sum of followers of the person retweeting a tweet and the sum of all followers from a subsequent retweet of the initial retweet. All this told me was the best case scenario I could expect if ALL followers of a person that retweeted saw my tweet. This is not a true measure of "twitter footprint" – since the “signal to noise” ratio in Twitter is very low.
There was no system in place to track "clicked links" for links embedded in tweets and/or facebook wall posts. Hootsuite did a good job of this – but only for twitter.
The list of recommended times to tweet were always "on the hour" (i.e. 10 a.m, 1 p.m.). Never were the times ever at "half past the hour" etc. An independent study that I did on my own using Google Analytics (and campaign links using google's URL builder) helped me determine that my optimal "Tweet time" during the week is 3:30 p.m. ET. More importantly, the recommended times seemed to be roughly the same on the weekends - which I find strange given that social media behavior does change on the weekends.
Occasionally, in my facebook ranked table of "loyal fans", I would see people in there that had not "liked" or "commented" on a post for months at a stretch and the "look back" period of the table was only around 7 days or so. Hence, I occasionally had to question the accuracy of that table.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Simple to use and a great value for what it offers. It has a simple but clean interface and it provides fantastic historical data you can use to measure your efforts online. By using a tool like Crowdbooster, you can see what is working with your audience and what isn't. From there, you can start tweaking your strategies
The platform is easy to use and train on. It is a one stop shop with all the information needed to maintain a clean client relationship. We recently had our scheduled audit done and Redtail was helpful in pulling the different reports we needed to produce for the audit
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I found it fairly intuitive and easy to use. The information is laid out cleanly, and the most important information appears at a glance on the home page. However, I have worked with other users who had a hard time switching between platforms and identifying where other information was buried. It's not always clear that something is a clickable button! The option to export results is also a bit buried, and not integrated with the date range option.
Was good and still is good. Seems like when a company acquires another they try to squeeze out more profit and forget what made them successful in the first place. Reducing staff and support seems inevitable, even though the number of users has increased significantly over the past 10 years
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Generally speaking, Red Tail has been available whenever needed. there was a time period however where it was down and not available, giving 500 errors when trying to log in. They explained that it was due to upgrades they were making and it has virtually disappeared. Has now been available 99% of the time.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Overall general performance is quite satisfactory. Some of the automation factors that other products have available are slowly migrating to Red Tail. When these add ons are available and fully implemented, it greatly increases the power and usability of the CRM. Occasionally there are products that will not intergrade due to the nature of how they are set up
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I do not think it is as supported as it once was when it first arrived on the social media scene. It is an older platform whose main functionality may have already ran its course.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We use the HELP section of Redtail often. If it is taking you more than 5 minutes to figure out than go to the HELP desk. We have had only great experiences when reaching out for help. We also LOVED the Redtail University we attended.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is a platform that is singularly focused. It does not have a lot of the additions that come stock with other platforms such as robust reporting or deeper insights past schedule times. It is also a stand-alone platform and a lot of its primary functionality can be found in more encompassing platforms.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that any business could stand to profit from.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The biggest problem seems to have been with the email module. connection issues, sync issues, compliance updates, etc. The concept is great however there seems to be issues in getting it to work consistently. When it works, it works well. It seems that the frequency of downtime had been greatly reduced however.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Increased efficiency. I am able to generate useful snapshot reports in seconds. Particularly useful when you need answers fast (such as on a phone call).
Peace of mind. I am able to compare the data in Crowdbooster to what is exported from Facebook and Twitter.
Quicker, simpler evaluation of results. I am able to more easily compare impressions with engagement data to see what is working, and what should change. Particularly useful in day-to-day analysis.
Redtail makes it easy to log customer interactions for compliance related fields.
With Redtail, you don't have to worry about losing information. Just pull up the customer's profile and make some notes on what is going on. You can never be too detailed in the advisor industry.
The integration ability at Redtail really saves us heaps of time. You can feed information over from the custodian straight over to another 3rd party. API is game changing!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
