Redtail CRM vs. TribeHR (discontinued)

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.

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I think it's great for small companies to manage their basic HR functions if they do not have a dedicated department. I'm unsure of the capabilities it holds for a large company with multiple teams to organize and how the calendaring functions across departments. But, for our team of roughly 20 folks it is simple and straightforward.

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• 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.

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• Ad publication
• process streamlining
• scalability

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• 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.

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• I would like even more capabilities, but I think that has to do with how we are using the site.
• I would like to receive email notifications once a week with a summary of activity in TribeHR, including time-off scheduled by my team and any new documents or information that has been added.
• I'd like reminders if I am going to go over my time off that is allotted to carry over into the new year and other pertinent vacation, floating holiday, sick time notifications.

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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

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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

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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.

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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

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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.

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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.

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We evaluated Greenhouse but went with net suite because we were already using some of the other NetSuite. Greenhouse seemed a bit easier to use. The others were a bit too small, didn't have the stretch to scale.

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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.

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• 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!

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• As I stated it has alleviated numerous back and forth emails with our CFO (who is only available PT) and CEO (who is often too busy to spend time on HR functions) - this has allowed for easy answers to basic HR questions.
• It has allowed us to track all employee time-off in one place, saving us time from checking each individual Outlook calendar for scheduling purposes.
• It has allowed us to direct all employees to one place for core HR documents and information, ensuring that folks are always getting the same answers to their inquiries.

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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