TrustRadius

Redtail CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Redtail CRM
Score 8.7 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
Redtail CRM
Editions & Modules
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Offerings
Pricing Offerings
Redtail CRM
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details—
More Pricing Information
Community Pulse
Redtail CRM
Considered Both Products
Redtail CRM
Verified User
Professional
Chose Redtail CRM
We actually use both Redtail CRM and Constant Contact. Constant Contact is primarily for sending out client emails while Redtail CRM is primarily the way that we store client information and related documents for easy access. We are very happy with both Redtail CRM and with Cons…
Verified User
Employee
Chose 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 …
Verified User
Manager
Chose Redtail CRM
Redtail is intuitive! I love how Redtail tends to be geared specifically towards financial advisors. There are some great CRMs out there, but nothing that takes care of a niche group like Redtail does. Redtail is built to make advisors successful and comply with FINRA. If you …
Verified User
Employee
Chose Redtail CRM
First off. I have a love-hate relationship with Salesforce. It's a jack of all trades, master of none. That being said, maybe you run a bigger company and need different reports for different departments... It may make sense. To be 100% honest, I rejoice every day that I am …
Top Pros
Top Cons
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Redtail CRM
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User Ratings
Redtail CRM
Likelihood to Recommend
10.0
(7 ratings)
User Testimonials
Redtail CRM
Likelihood to Recommend
Orion Advisor Tech
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.
Verified User
Anonymous
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Pros
Orion Advisor Tech
  • 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.
Verified User
Anonymous
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Cons
Orion Advisor Tech
  • 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
Drew Blackston, RFC® CRC®
Financial Planner/Investment Advisory Representative
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Alternatives Considered
Orion Advisor Tech
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.
Verified User
Anonymous
Read full review
Return on Investment
Orion Advisor Tech
  • 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!
Verified User
Anonymous
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