What users are saying about
7 Ratings
25 Ratings
7 Ratings
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Score 9.2 out of 100
25 Ratings
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Score 9.6 out of 100

Attribute Ratings

  • Redtail CRM is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.2

Junxure

92%
6 Ratings
9.7

Redtail CRM

97%
8 Ratings

Likelihood to Renew

9.1

Junxure

91%
1 Rating

Redtail CRM

N/A
0 Ratings

Likelihood to Recommend

Junxure

Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
Lisa Humbert | TrustRadius Reviewer

Redtail CRM

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.
Anonymous | TrustRadius Reviewer

Pros

Junxure

  • Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
  • Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
  • The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
Malise Holder | TrustRadius Reviewer

Redtail CRM

  • 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.
Anonymous | TrustRadius Reviewer

Cons

Junxure

  • Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
  • Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
  • I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
Anonymous | TrustRadius Reviewer

Redtail CRM

  • 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.
Drew Blackston, RFC® CRC® | TrustRadius Reviewer

Pricing Details

Junxure

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Starting Price

Redtail CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Starting Price

Likelihood to Renew

Junxure

Junxure 9.1
Based on 1 answer
Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
Lisa Humbert | TrustRadius Reviewer

Redtail CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

Junxure

I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
Anonymous | TrustRadius Reviewer

Redtail CRM

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.
Anonymous | TrustRadius Reviewer

Return on Investment

Junxure

  • It has saved time by automatically capturing emails.
  • It has created efficiency from having to keep track of tasks manually or keeping power documents around.
  • It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
Anonymous | TrustRadius Reviewer

Redtail CRM

  • 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!
Anonymous | TrustRadius Reviewer

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