Redtail: the CRM that stands above the others
June 22, 2017

Redtail: the CRM that stands above the others

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Redtail CRM

We integrate our risk analysis software directly with Redtail. I am in charge of supporting the integration with various CRMs, including Redtail, so I use my account to troubleshoot and demo to other Redtail and Riskalyze users. It helps us to get better visibility into the user experience of the financial advisors we service.

Pros

  • Organize Client information: its layout is intuitive and user-friendly.
  • Integrates seamlessly with other software that enhances productivity.
  • Powerful analytics allow deeper insight into the strengths and weaknesses of your business.

Cons

  • The aesthetics of the page could use a facelift. The grey-on-white serves as a subtle clue that I should not be having fun.
  • The workflow for searching for clients could be improved/made easier.
  • The integrations management page could certainly be easier to find in my opinion. It is in an unusual spot nestled beneath my name, rather than another location.
  • It has served our business in numerous ways, particularly in furthering our integration objectives.
  • It allows our support team to add value to our business by better understanding the functions of our integration partners.
  • It is basically the best part of what I do.
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.
When it comes to managing clients and leads, Redtail is tough to beat. It provides a depth of information and insight into the clients that I would often have not even though to collect. It makes organizing leads and following up a breeze. A situation where it might be less applicable may be if you were trying to track individual customers for unique one-off items, like antiques, where having client information may or may not prove useful in the future. Even then it would still be worth the effort I suppose.

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