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
Sprout Social
Score8.4 out of 10
N/A
Sprout Social provides social media management, marketing, customer care, data and intelligence, and employee advocacy solutions for brands and agencies, including Ticketmaster, Chipotle, Grubhub, Subaru, and Zendesk. Sprout’s platform is used to simplify social publishing, engagement, reviews, analytics and listening for customers. Sprout also provides customer success and technical support, to deliver consistent value to all users. Any organization, regardless of size or industry, receives…
$249
per month per user
Pricing
Redtail CRM
Sprout Social
Editions & Modules
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Essentials
$79 per seat/per month annual / $99 per seat/per month monthly
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
Sprout is typically the first platform that comes to mind when I think of social media content scheduling/platform management/social media management. However, Sprout is very pricey, and I don’t think there’s an obvious standout element that helps differentiate it from other scheduling platforms. For organizations with only a few social media profiles, I’d be more likely to recommend lower-cost or free platforms as opposed to Sprout. I’d probably only recommend Sprout for organizations with dozens or hundreds of social media accounts
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
Social Scheduling: Sprout Social makes it easier than any platform I've used to schedule posts with each, and to batch-schedule the same post to run on multiple dates. The scheduling platform is intuitive and easy to understand.
Social Reporting: With just a few clicks of the button, you can easily export reports that are easy for both social media experts and complete novices to understand. I like how you can get a report within 60 seconds or so if needed.
Customer Service/Help: Whenever I've had a question, both my Sprout Social rep and the Help Center have been extremely easy to contact and quick to reply. Problems are solved very fast and it's made easy to understand.
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 would like for Personal Instagram Accounts to be able to integrate with Sprout Social's Employee Advocacy platform. You are able to connect personally accounts to Sprout Social itself, which is great, but for employee re-sharing internal stories, this is not possible unless it is with a Business Instagram account.
I would like for the left hand tool bar to be more user friendly. There are so many tools and settings that are available, and I would like for it to be simplified in a way that makes it less cluttered.
An improvement can be made with the Sprout Social Mobile App. The user friendliness of the app does not allow as much autonomy as the regular webpage.
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
Sprout Social is the best platform out there for social-media management, and now that I have all my clients using Sprout Social, it would be sort of silly for me to walk away format at this juncture. The only cloud on the horizon would be if Salesforce bought it (as has been rumored) and put it inside its walled garden.
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
Sprout Social is straightforward to use - built for anyone regardless of tech experience to be able to navigate. It integrates pretty seamlessly to the native platforms and brings a lot of things together to make a seamlessly experience for seasoned social media managers.
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
Uptime was OK, but given the fact that we are in Europe, there were some specific problems: They tended to take the system down for maintenance during the night in the US, which was during our workday. This was definitely problematic and hard to explain to our clients.
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
The chat and online resources are great. The managers are too. They go through account reps pretty fast. Also, not a lot of onboarding once a product or service is sold. The ticket request system is terrible, they have too many people switching off roles, they take a long time to get back to you and don't plan on anything being fixed over a weekend - even if you have a problem. Their customer service via tickets is the worst.
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
Their training is good, but the promotion of it is even better. I don't need or have the time for training, but I was always happy to know it was there. They did a great job sending updates out and making me aware when there was a new feature that I may want training for. As for the training I never used it, so I can't comment on that
Make sure you do it all the way. Do not break it into phases. Pour yourself a coffee, start it in the morning and you'll be done before you finish that coffee.
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
We started this agency using Later and switched to Iconosqaure because we needed more in-depth reporting. We switched from Iconosquare to Sprout Social because of the continuous scheduling bugs/issues we were having with our account and our terrible experience with their Customer Service team. We are planning to close our Sprout Social account and move to HeyOrca because of cost, ease of use, and the basic scheduling features Sprout Social doesn't offer.
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
One positive impact has been a huge time saver for our team. Where we once had multiple systems and delays from producing content to approval to publishing, now everything is seamless.
Another positive impact is streamlining the onboarding process for new team members. Sprout Social is user-friendly and intuitive, making it easy to study even for someone completely new to social media.
One negative impact has been the time it takes to wade through irrelevant social listening posts. The filtering is not effective enough to eliminate the noise.
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
