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
Sprinklr Service
Score7.9 out of 10
N/A
Sprinklr Service is a Contact Center platform for managing customer interactions across more than 30 voice, social, and digital channels. It centralizes conversation history and customer context as interactions move among email, chat, voice, and social channels. The platform includes embedded AI for intent classification, routing, agent assistance, quality review, and self-service automation. Sprinklr Service also supports Conversational AI, Social Media Customer Service,…
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
Sprinklr Service has always been well-suited for all of the work we do. As it's all social media content, and most require responses or escalations, Sprinklr Service covers all of that. The only time I think we wouldn't need it is if we were working with a much smaller client who didn't need us to have eyes on so many platforms at once.
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
Automated notifications for certain types of content or posts from certain users
The reporting options are fantastic.
We've integrated a chatbot seamlessly with Sprinklr modern care so our team members can pick up a conversation if our bot isn't able to provide an answer.
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
I find it difficult to dive into analytics for each social post. The reporting tool gives me an overview of the channels but I would love to look at a breakdown of each post performance.
You currently can't add closed caption subtitles to videos uploaded through Sprinklr so this results in having to revert to the native platform.
I would love to be able to set up a newsfeed that includes posts from a number of our partner accounts, so I can keep up to date with what they're posting.
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
The biggest reason we renewed, and kept up with Sprinklr Modern Care is because it is an active community and there is customer buy-in already. They continue to update and improve the product, but more importantly, the customers are using it. It's easy to switch products when it's not an active component in your daily structure, but switching and migrating the data or providing alternatives becomes difficult when customers have grown accustomed to a specific experience. As long as they continue to improve the available features and the community stays active, renewed use will continue.
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
I've spent year designing products so I'm a tough judge when it comes to other solutions. It's clear that Sprinklr Modern Care was designed for the average online consumer with a very user friendly interface. They have made improvements to the admin tools to make that area of the product easier to use as well.
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
No issues with system availability. They manage updates in off-peak hours and I usually don't notice the changes until I log into the system the next day.
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
Performance is great and is not negatively effecting our processes. We have to make sure it doesn't effect out load times. Not currently seeing any issues with widgets affecting page load times.
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
I know the Sprinklr conference calls have been helpful, but sometimes submitting a ticket can be a little daunting. In the past, we've included information in screenshots that are then asked for by a member of the support staff. The turnaround time has been between 3 days, which isn't horrible.
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
Basic setup took me less than 30 minutes. This includes initial configuration, putting in the initial content, and getting the look-and-feel customized. The domain routing took the normal lag time any other website or blogging service. The really important thing was to get the user accounts setup and begin seeding the system with content before a public launch.
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
First, we had a social studio which was good in terms of functionalities but slow. After that, we had the chance to use Talkwalker & social bakers which were good tools yet not enough compares to Sprinklr
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
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 employee efficiency: Having a clear, one-stop "shop" where users can leave feedback, ask questions, and find bug fixes or workarounds has saved me (and other community managers at my company) loads of time that was once spent responding to numerous emails on an individual basis.
Better customer service: Since everyone in the company is alerted of what's being written on our forum, it's easy to spot a high-priority issue, delegate to the person in charge, resolve it, and respond as soon as possible.
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
