Hootsuite is a social media management platform for building brand awareness, engaging with customers, and driving business results. Users can schedule posts across multiple social networks (including Instagram, TikTok, Twitter, Facebook, LinkedIn, Pinterest, and YouTube ), manage organic and paid social content together, keep track of customer conversations, integrate with over 200+ applications, and gain actionable real-time insights from social media to make critical business decisions from…
$249
per month 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
Hootsuite
Redtail CRM
Editions & Modules
Standard
$199
per month (billed annually) Starts at 1 user, 10 social accounts
Advanced
$399
per month (billed annually) Starts at 1 user, unlimited social accounts
Enterprise
Custom Pricing
per year
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Offerings
Pricing Offerings
Hootsuite
Redtail CRM
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
Plans can be paid monthly or annually, with a discount for annual pricing.
Hootsuite presents my team everything we need to manage the social media function. Even writing the "what can be improved" section strained me, because there really isn't a whole lot to complain about. At this point, I (and my social media manager) need to explore the platform more, specifically OwlyGPT, campaigns, and listening. It's pretty much everything we need right now
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
Reporting. We are able to pull accurate and concise data points on our channels.
Planning and calendaring. We love that we are able to have our teams plan out content across months so that we are never feeling behind schedule on getting content out there.
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. TR verified that a representative sample of customers was invited. 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
TikTok is an area for improvement as it's newer to Hootsuite. It would be beneficial to be able to link non-business profiles on TikTok to Hootsuite as many businesses use personal accounts to access TikTok's expansive music library.
Hootsuite does have room to improve the analytics capabilities. There could be more ways to customize each aspect of their reports. There isn't much manipulation of data in each type of data set.
Simplicity is an area of improvement for Hootsuite. The streams are one example of an area that is super cluttered and difficult to view. Their platform could really use an aesthetic overhaul to make things look more pleasing.
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
At this time we are satisfied that Hootsuite offers the most of what we are looking for at the most reasonable price point. As the social media landscape and monitoring/scheduling software changes, so do our needs. We re-evaluate our tools semi-annually or as new tools emerge onto the market. If we find at any point that we aren't gaining an advantage, then we are open to switching products.
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. TR verified that a representative sample of customers was invited. More Info
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 will give Hootsuite a rating of 10/10 because it has delivered measurable business impact through social media. It helps centralize and streamline content planning, approvals, scheduling, and reporting in one place. It has significantly reduced manual workload and improved team efficiency. We achieved higher engagement rates, faster customer response times, and improved lead quality through social channels. It has also helped us with centralized reporting across different social media channels.
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. TR verified that a representative sample of customers was invited. 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
Gliches have made it a bit of a bind, particularly when you just want to 'click and send' a web article after you have read it - and then you have to deal with support (a great team but not always able to solve the problems with the gliches). Gliches with it loading properly, gliches with 'double ups in FB on the posts (the personal page and the business page if both clicked will lead to 2 lots of postings to each page!)
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
HootSuite does everything it is designed to do very well: the product's performance is very reliable and efficient. Like other tools, there is always a room for new developments and updates, and the HootSuite team recognizes this and focuses on new development as well.
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 can manage all of my accounts on one site! It's absolutely amazing! The dashboard is helpful to see how you are doing as well. Still getting to understand the analytics and may need to reach out for help on this
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
The online training is decent; however, it takes a lot more time to search for answers to my questions. Having a training session with a live person was much more effective as they were able to quickly address the business needs I have.
Simple and easy to use, and have never had any issues. We like how it saves me time and allows me to plan in advance. I plan on using this for as long as I can and will encourage others to use it too. If you haven't tried it you should. I hope my review is helpful to everyone.
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
Hootsuite offers a wide range of tools at a somewhat steeper cost. If you manage multiple platforms and want to survey the content being shared and interacted with across all of them, Hootsuite seems to have an easier platform to do that with. HubSpot CRM allows us to integrate our social platforms into our existing CRM, which is a cost saver, but Hootsuite is social media-focused, so the set-up is easier.
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. TR verified that a representative sample of customers was invited. 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
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. TR verified that a representative sample of customers was invited. 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
For our organization, all ROI was on time saved and efficiency: for creating posts, for scheduling and publishing, for interacting with users, and for analyzing performances. It all comes in one place and this makes a very huge difference in your workflows. We would say that Hootsuite went beyond our expectations on this front, for example with the dynamics UTMs and the media library. Saving time was the main reason why we wanted to purchase the platform and it did not disappoint at all.
The ROI in time was also fast to get. The learning curse is very short and this is also an important element. Benefiting from the platform did not take long to be experienced.
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. TR verified that a representative sample of customers was invited. 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
