FunctionFox provides TimeFox which is a timesheet and project management solution for small creative companies. The vendor says TimeFox is currently used by over 100,000 creative professionals in Canada, the US, Europe, Asia, Australia and New Zealand.
$5
per user
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.
$20
per month
Pricing
FunctionFox
Redtail CRM
Editions & Modules
FunctionFox Classic
$5
per user
FunctionFox Premier
$10
per user
FunctionFox In-House
$20
per user
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Offerings
Pricing Offerings
FunctionFox
Redtail CRM
Free Trial
Yes
No
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
No hidden fees. All customer support, and regular upgrades are included free of charge.
If you are trying to track time across teams or functions, that is really what FunctionFox is designed for. I think this would work better for individual, smaller teams with similar tasks and activities, instead of for larger companies with more complex organizational operations. If you are just getting started with time tracking, this could be a good place to start.
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 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
With only a couple clicks I can still easily pull reports by employee on a weekly basis which provide the information I need to run payroll.
I pull reports by client each month for our monthly client billings, which we have broken down by project so I can easily see how our time was spent on their account.
We set a budget for the approved number of hours we can apply to any one project for the month, and the system provides the project manager with a warning as the limit comes near. That function has been fantastic!
FunctionFox's Help Desk personnel are wonderful, providing an exceptionally personalized experience. They take their time, and will even schedule a call to go into greater depth, such as an entire account review just to ensure you're able to use all the product features to your company's best advantage. Our entire team jumped on a half hour call a couple months ago, and she answered ALL of our questions, including providing us with info on some features we hadn't realized even existed.
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
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 function of the site is not as user-friendly as others, it's sometimes hard to find certain projects and organize data in order to track effectively. I would often need to download/export reports.
Sometimes a project would accidentally be created twice and hours billed to two separate projects for the same thing. Which made tracking and billing increasingly difficult.
Little to no organization of projects for billing and finance purposes, which makes it hard when we conduct billing as there is not a clear way to know if a project is complete, ongoing, rejected etc.
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
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
All of my employees are used to it and introducing a new software to them requires them to get trained again increasing the costs. TimeFox is an easy to use and understand software. Another advantage of TimeFox is that is an online software and I can access it whenever I want to.
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
It's a good tool for tracking hours and overall budget. It does not give you insight into why there are those hours, or what part of the project has over burned. The tool is also tough to export reports and find the correct information throughout. Not only this, but I also have a hard time changing project details - there's no real easy way to and there's a larger room for error
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
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 haven't used FunctionFox for a lot of support requests. On the times that i've been having issues I've had the issue resolved within a day, most questions I have had i've been able to source answers online or from a colleague. From what I have experienced the support team seems great.
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
Unsure on implementation of FunctionFox - was before my time at the company. Everyone at the company had a good understanding of the product and how to use it by the time I joined. My understanding is we implemented ourselves with a few training sessions for the creative team and adding hours as well as training for the account team to add projects
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
When we were looking for software we tested several, and FunctionFox was hands down the best value. While there are other options, and each company is different, nothing could come close to filling our needs the way FunctionFox has. The money we spend has been returned several times over.
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
FunctionFox pays for itself just about every month in terms of how much more I am able to bill than before I started using the software, and how much less time I need to spend on non-billable admin tasks. I used to create invoices based mostly on what sounded fair, rather than on accurate time & cost records. I'm sure my clients loved it, but it wasn't healthy for my business. Now I base invoices on actual time and expense records, and end up with more money in my pocket.
It's not tangible, but FunctionFox has improved my ability to communicate with clients, and with freelance partners when I'm involved in a collaborative project. I can anticipate and discuss potential budget or delivery deadline overruns before they occur. The goodwill this builds has had a tremendously positive impact on client and partnership relations.
I fell into freelancing without a lot of experience running a business. FunctionFox has been a great teacher, helping me think through many issues that I wouldn't have even recognized as important. It is simple to use, with a UI that is neither intimidating nor overwhelming, and it has been super flexible in terms of molding it to suit the way I work.
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
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
