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