Redtail CRM - Know Your Client
February 13, 2018

Redtail CRM - Know Your Client

Nicholas Wylam | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Redtail CRM

Redtail CRM is used to track our clients' data and stay on top of important tasks. Our entire team stays connected by using Redtail! Never forget important deadlines or steps!
  • Redtail organizes all our client data so we can find it without missing a beat.
  • Redtail CRM allows us to find important client information for any location.
  • Redtail CRM needs to improve by enhancing their custom reports.
  • Redtail CRM needs to change how teams can edit their workflows.
  • Redtail CRM improves our overall client services!
Redtail can help your team if you have client information across multiple platforms as it allows for quick access to your most important client information.

Redtail CRM Feature Ratings