Redtail CRM Overview
This is a summary of the comprehensive capabilities and benefits of Redtail CRM based on over 895 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Redtail CRM, Eway CRM, monday sales CRM, Solve CRM, PlanPlus Online, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Redtail CRM is right for your needs? Our Cuspera AI engine can evaluate how Redtail CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
Redtail CRM supports business activities such as:
- Workflow Management
- Contact List Management
- Engagement Management
- Training & Onboarding
- Relationship Management
Redtail CRM can help you with many business goals, such as Acquire Customers, Enhance Customer Relationships, Improve Internal Communications, and Increase Sales & Revenue. It can help manage these activities if you use E-Mail Mass Media Offline etc. for these needs. As a solution, Redtail CRM's capabilities include Recording, Personalization, Dashboard, etc.
Redtail CRM Financial Services Vertical is its biggest customer base.
Reviews
"Garrett was so kind and patient with me. He spent a lot of time helping me to understand the program and I am so appreciative for his assistance. Not everyone is that patient. Thanks for hiring such a kind and patient young man. " - Judy
Cuspera Reviews
19 buyers and buying teams have used Cuspera to assess how well Redtail CRM solved their CRM needs. Cuspera uses 895 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers achieved using Redtail CRM.
Use Cases
Peers recommend Workflow Management , Contact List Management , Engagement Management , as the business use cases that they have been most satisfied while using Redtail CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Workflow Management |
3.94/5 ★ |
"...Also, we've begun to digitize our workflow processes, to ensure routine procedures are in place and running smoothly...." Peer review by Eddie M |
| Contact List Management with E-Mail and Mass Media |
4.71/5 ★ |
"...Easy to navigate, add/edit contacts, create different groups, ongoing tasks and ability to assign to other team members, ability to archive my outlook emails to existing contacts. ...." Peer review by Simon H., Investment Consultant, Financial Services |
| contacts history |
4.40/5 ★ |
"...This way, for compliance, we have the entire email history record on demand and for new advisor on-boarding, each client has their own history to research and save on training time...." Peer review by Elizabeth P, Associate, Financial Services |
| creating contact list |
3.42/5 ★ |
"...Easy to navigate, add/edit contacts, create different groups, ongoing tasks and ability to assign to other team members, ability to archive my outlook emails to existing contacts. ...." Peer review by Simon H., Investment Consultant, Financial Services |
| Engagement Management with Offline |
4.70/5 ★ |
"...The calendar is my favorite feature; very easy to keep track of activities or follow ups...." Peer review by Megan M, Group Retirement, Marketing, and Operations Coordinator |
| engaging and following up |
4.64/5 ★ |
"...We can communicate and set tasks/follow ups for each other in an efficient manner...." Peer review by Julie F |
| PEER EXPERIENCES | |
|---|---|
| Workflow Management |
3.94/5 ★ |
"...Also, we've begun to digitize our workflow processes, to ensure routine procedures are in place and running smoothly...." Peer review by Eddie M |
|
| Contact List Management with E-Mail and Mass Media |
4.71/5 ★ |
"...Easy to navigate, add/edit contacts, create different groups, ongoing tasks and ability to assign to other team members, ability to archive my outlook emails to existing contacts. ...." Peer review by Simon H., Investment Consultant, Financial Services |
|
| contacts history |
4.71/5 ★ |
| creating contact list |
4.71/5 ★ |
| Engagement Management with Offline |
4.70/5 ★ |
"...The calendar is my favorite feature; very easy to keep track of activities or follow ups...." Peer review by Megan M, Group Retirement, Marketing, and Operations Coordinator |
|
| engaging and following up |
4.70/5 ★ |
29+ more Business Use Cases
Our AI advisor, Wyz, harnessed 895 insights from peers and experts to help you assess how these Redtail CRM use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Garrett was so kind and patient with me. He spent a lot of time helping me to understand the program and I am so appreciative for his assistance. Not everyone is that patient. Thanks for hiring such a kind and patient young man. Testimonial By Judy |
|
|
Andrew was so, so patient and methodical. Didn't get frustrated with my total lack of knowledge with software program and didn't make me feel as ignorant as I am with setting up Outlook email. Testimonial By Art |
|
|
TJ led me right through the process of getting my question answered and problem solved. I was setting up a new team member's webmail and wanted the integration portion to work with the CRM. Good job! Testimonial By Shelley |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Judy |
Garrett was so kind and patient with me. He spent a lot of time helping me to understand the program and I am so appreciative for his assistance. Not everyone is that patient. Thanks for hiring such a kind and patient young man. Testimonial By Judy |
|
Art |
Andrew was so, so patient and methodical. Didn't get frustrated with my total lack of knowledge with software program and didn't make me feel as ignorant as I am with setting up Outlook email. Testimonial By Art |
|
Shelley |
TJ led me right through the process of getting my question answered and problem solved. I was setting up a new team member's webmail and wanted the integration portion to work with the CRM. Good job! Testimonial By Shelley |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study Heron WealthRead More |
Frequently Asked Questions(FAQ)
for Redtail CRM
What is Redtail CRM?
What is Redtail CRM used for?
What are the top features of Redtail CRM?
Who uses Redtail CRM?
What are Redtail CRM alternatives?
Where is Redtail CRM located?
Popular Business Setting
for Redtail CRM
Top Industries
- Financial Services
- Marketing and Advertising
- Internet
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Redtail CRM to Acquire customers and Enhance customer relationships
Redtail CRM Alternatives
Peer and Expert Opinion on Features
for Redtail CRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (32) |
| Personalization | Read Reviews (15) |
| Dashboard | Read Reviews (8) |
| Landing page | Read Reviews (7) |
| Templates | Read Reviews (6) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (32) |
| Personalization | Read Reviews (15) |
| Dashboard | Read Reviews (8) |
| Landing page | Read Reviews (7) |
| Templates | Read Reviews (6) |
IT and Other Capabilities
for Redtail CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (134) |
| Data Export | Read Reviews (69) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (134) |
| Data Export | Read Reviews (69) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (10) |
| Email Support | Read Reviews (7) |
| 24/7 Support | Read Reviews (128) |
| Phone Support | Read Reviews (12) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (10) |
| Email Support | Read Reviews (7) |
| 24/7 Support | Read Reviews (128) |
| Phone Support | Read Reviews (12) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (102) |
| Analytics | Read Reviews (11) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (102) |
| Analytics | Read Reviews (11) |
Software Failure Risk Guidance
?for Redtail CRM
Overall Risk Meter
Top Failure Risks for Redtail CRM
Vendor Profile Details
Company Name
Redtail Technology
Company Website
https://corporate.redtailtechnology.com/HQ Location
3131 Fite Circle, Sacramento, California 95827, US
Employees
51-100
Social
Financials
PRIVATE
Get a personalised risk report for Redtail CRM
See Sample Risk ReportTell us more about yourself so that we can personalise incidents for your location, industry etc.
Connect to vendor request
Redtail CRM may get in touch with you regarding your request.
Request Custom Quote
Redtail Technology will get in touch with you regarding your request.