1. Home
  2. Financial Services CRM Systems
  3. Redtail CRM Reviews
  4. User Review of Redtail CRM
Redtail CRM meets our needs very well, from both a compliance as well as a client management standpoint
June 24, 2021

Redtail CRM meets our needs very well, from both a compliance as well as a client management standpoint

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Redtail CRM

We use Redtail CRM primarily to keep client info stored in a handy format and to be able to store documents related to each client, such as contracts and other agreements, in a format in which those documents are readily accessible. We also use the email archive function in order to remain compliant with regulations concerning storage of electronic communications. We are able to easily access all emails to and from each client in this manner. Redtail CRM is used across our entire organization and is accessible by all employees.
  • 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.
  • I honestly cannot think of any issues or concerns that I have had with Redtail in the five years that I have been using it.
  • Email storage for compliance purposes
  • Document storage in a secure yet easily accessible location
  • The ability to store client-related info, such as birthdays, names of spouses, and other personal information, in a readily accessible format.
  • The number one positive impact that Redtail CRM has had is that it has enabled us to cancel our previous email storage subscription, which was very inefficient, and replace with a means to store client communications such as emails.
We actually use both Redtail CRM and Constant Contact. Constant Contact is primarily for sending out client emails while Redtail CRM is primarily the way that we store client information and related documents for easy access. We are very happy with both Redtail CRM and with Constant Contact, for different reasons in that we use each one differently.

Do you think Redtail CRM delivers good value for the price?

Yes

Are you happy with Redtail CRM's feature set?

Yes

Did Redtail CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Redtail CRM go as expected?

I wasn't involved with the implementation phase

Would you buy Redtail CRM again?

Yes

Redtail CRM is extremely well-suited as a resource in which to keep track of and manage clients. It is not as efficient; however, as Constant Contact for example, in that it, at least to my knowledge, does not have a means in which mass emails can be sent to clients. As an overall client relation management tool though, it is fantastic.