Likelihood to Recommend
It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word.
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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.
Read full review Pros organized user friendly effective helpful transparent Read full review 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. Read full review Cons The interface could be more user friendly Some of its functionality is hard to use and/or hard to find There are alot of field that we do not use that do not appear to be able to be deleted It can sometimes be difficult to add new functionality Read full review I would like to see the ability to push annuity business into Redtail like brokerage accounts. I would like to be able to attach documents to specific notes instead of just contacts in general. Those are the only two cons that I have. Read full review Alternatives Considered
While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change
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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.
Read full review Return on Investment organization productivity effeciency Read full review 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! Read full review ScreenShots