Easily in the top 3 essential tools for my business, all collected client interaction info in one place.
July 02, 2022
Easily in the top 3 essential tools for my business, all collected client interaction info in one place.
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Redtail CRM
We use Redtail to manage all client interactions both on the financial and insurance sides of the business. It is incredibly useful for tracking notes from meetings or phone calls though it truly excels at keeping records of multi-step processes that are handled by many people. The ability to create workflows for normal repeated tasks is excellent.
- Note taking.
- Workflows and automation for clients.
- Record keeping for accounts.
- Linking of notes to specific accounts, events or people.
- If I had to think of something I'd like to see improved it would be further expansion of integrations, they already have many and are continuing to add all the time so I'm sure before long even this won't be a valid complaint!
- Activities
- Workflows
- Integrations with other Tech.
- Ability to link notes to just about anything else.
- The cost is well worth it, similar systems are much more expensive at the 3-10 license price point and this has more than enough function for my uses.
- The amount of time saved on repeated tasks using workflows is huge.
- The ability to house all client interaction information in one place is priceless.
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?
Yes
Did implementation of Redtail CRM go as expected?
Yes
Would you buy Redtail CRM again?
Yes