Less Annoying CRM vs. Redtail CRM

Less Annoying CRM is an excellent system for us as we log everything we do with a customer and has easy access to the imfromation later. May sound "of course" but this is by far the easiest CRM I've ever worked with during my 30 years in sales. Follow-up and scheduling is easy managable as well as designing forms and fields our selves. Less Annoying CRM has a good list of plug'ins to other software for integrational puposes. Most important to us is support when needed. Less Annoying CRM excels in its support. Don't hesitate, it doesn't do everything, but get started and get surprised

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.

Incentivized

• Simple, intuitive usage
• Daily agenda emails
• Ease of moving calendar / action items around, closing out
• Customer service is extremely responsive, they don't hide behind a "contact us" form on their website as so many companies seem to do. You can readily reach them by phone!

• 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.

Incentivized

• The one thing I was looking for is a place to manage multiple businesses with one project. Like if I am selling a "summer camp guide," I would like to have info for sales in one place with multiple contacts and businesses. LACRM customer service provided a workaround for me by suggesting I set up a specific pipeline for each project and them put each business in there. It is working great and, actually, a much better way to manage the project than I have originally intended.
• I really don't have anything else to add. LACRM is perfect for us.

• 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.

Incentivized

Excellent product which meets my needs of a complex industry

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

Incentivized

The biggest reason I came to Less Annoying CRM was how simple it was to use and how powerful it is. The learning curve is very small, and I was able to start using it in a productive way right from the beginning. When I had questions or asked for suggestions the CRM Coaches at the company responded immediately and made sure my questions were answered.

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

Incentivized

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.

Incentivized

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

Incentivized

I can't stress enough, how Less Annoying CRM's Customer Service is the absolute best thing. You're never going to be waiting weeks for a response. You're always going to know someone will call you back. They don't forget you or lose your ticket. And If you don't THINK something can be done with Less Annoying CRM, write or call Customer Service, and they are sure to have a wealth of information and ideas to offer you. They really are about helping you find simple solutions that work! They are SMART about workflows and productivity!

Incentivized

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.

Incentivized

After explaining that I was moving from Salesforce and the problems I was encountering, they took over and implemented the data in such a quick and efficient way, I was looking for the other shoe to drop but they did an amazing job so very impressed

HubSpot has a huge selection of tools, reports, integrations and supports that Less Annoying does not have. It is not comparable in price or functionality - but I am comparing it because it was the last CRM I used before I used Less Annoying, and it made me realize that if you don't need all the bells and whistles, but you just need to track your Customers and manage your leads and you don't want to spend a lot of money, Less Annoying CRM is the way to go.

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.

Incentivized

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.

Incentivized

• Not just storage of information, but utilizing that information to build stronger relationships with clients
• Because it's web-based, we can be at our desk or on the road and still have the full functionality of the CRM at our fingertips, which helps us keep focusing on sales!

• 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!

Incentivized