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
Simply Measured (discontinued)
Score7.2 out of 10
N/A
Simply Measured was a social media analytics and measurement tool for business users that competed with Socialbakers and the Dachis Group Social Business Index. It was acquired by Sprout Social in 2017, and is no longer available. However its features are now contained in the Sprout Social Premium Analytics add-on.
$89
per month per user
Pricing
Redtail CRM
Simply Measured (discontinued)
Editions & Modules
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Standard
$89
per month per user
Professional
$149
per month per user
Advanced
$249
per month per user
Offerings
Pricing Offerings
Redtail CRM
Simply Measured (discontinued)
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
Sprout Social’s pricing starts at $99 per user per month for the Standard plan. The Professional plan offers additional features for businesses at $169 per user per month, and the Advanced plan offers solutions for businesses at scale at $279 per user per month. Annually, the Standard plan costs $1,068 per user, the Professional plan is $1,788 per user annually, and the Advanced plan is $2,988 per user per year.
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
When we we're determining what's important to us we think budget, are we stuck in a contract; can it grow with our needs without hurting our pockets; can it solve our needs because we're such a large company that we almost need several solutions in one. Reporting - am I able to provide management the details they need to know to prove ROI? Also can we prove that demand generation efforts lead to closed deals?
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
Customer service analysis has been extremely useful for determining sentiment and adding context to real time crisis situations.
Convenience of pulling data for all social channels at one time is extremely effective in making decisions in real time and to compare against other channel performance. The cross channel export minimizes a great deal of time for exporting data. Nearly all social channel data is available.
Reports are extremely user friendly, visual and easy to export. Also the ability to see the raw data and to have it for historical reference is great.
Key insights generated in the dashboard page help add fast context for performance.
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
While it incorporates MOST platforms not all of them, I believe Pinterest was still in trial. They will need to keep up to date as new platforms emerge.
Not a super user friendly interface. I found it to be a bit clunky and dated looking.
While their training was good, and they had good support resources, I think they good do more with marketing and education to help my team uncover more value from the software.
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 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
For my current client, it's not right - they would not be actionable with the data to really need this tool. For my past clients, I would suggest they stay on it and i think they would agree.
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
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
Extremely fast response and they go above and beyond without asking. The support team has provided me data beyond our limit before and it was not an issue and not an extra cost, really good business support.
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
Simply Measured has more in-depth reports than other tools in this category. Other tools may feature a lower price and are easier to learn. Others focus on only one channel, let's say Twitter. Simply Measured is comprehensive, extensive and has the depth to match. It's one of the few tools that can measure the impact of an individual message as opposed to the account in aggregate.
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
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
Increased efficiency of reporting. Although I still keep my own spreadsheets and create a few charts and graphs, Simply Measured's reports have saved me countless hours.
Greater Visibility: Simply Measured's reports have helped increase the visibility of what the social media team is doing. What executive doesn't like a smart report?
