Redtail Review
September 27, 2018
Redtail Review
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Redtail CRM
We use Redtail as a customer relationship database, but also for data mining and organization. The entire firm uses Redtail and it is the lifeblood of all our interactions. For our business the big problem is organization from leads to clients. Redtail breaks this down for us so we can easily follow the entire process start to finish and all employees know where we are in that process.
- Being able to pull specific lists of prospects and clients
- Ability to add detailed notes manually or through Mobile Assistant
- Having data pushed in from our custodian TD Ameritrade
- 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.
- It has helped us get more organized with our data and lead sources
- Ability to easily input client data, notes, and documents into a single area
- Ability to integrate across the entire company easily