Redtail CRM Overview
Redtail CRM is a web-based Client Relationship Management software. It integrates widely and deeply with popular financial services tools.
Use Cases
Customers recommend Workflow Management, Contact List Management, Engagement Management, as the business use cases that they have been most satisfied with while using Redtail CRM.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Redtail CRM.
Redtail CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Redtail CRM works with different mediums / channels such as E-Mail. Mass Media. Offline etc.
Redtail CRM's features include Recording, Personalization, Dashboard, etc. and Redtail CRM support capabilities include Chat Support, Email Support, 24/7 Support, etc. also Redtail CRM analytics capabilities include Custom Reports, and Analytics.
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
Peer review evidence (same sources as the product rating summary)
"...Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more...." Peer review
"...Documenting your client history begins with Notes, as it is integral to track who we talked to, why we talked to them, and when the conversation occurred...." Redtail Technology
"...And you have to stay on top of these issues, or else the tech team will simply stop working on your issue, and when you follow up with customer service, they start the entire process all over again...." Peer review by Chelsea Heintschel, Financial Services
Redtail CRM, monday sales CRM, Vtiger Sales CRM, Eway CRM, Daylite, 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.
Popular Business Setting
for Redtail CRM
Top Industries
- Financial Services
- Marketing and Advertising
- Internet
Popular in
- Small Business
- Mid Market
- Enterprise
Redtail CRM is popular in Financial Services, Marketing And Advertising, and Internet and is widely used by Small Business, Mid Market, and Enterprise.
Redtail CRM Customer wins, Customer success stories, Case studies
How can Redtail CRM enhance your Workflow Management process?
How can Redtail CRM optimize your Contact List Management Workflow?
How does Redtail CRM address your Engagement Management Challenges?
How does Redtail CRM facilitate Onboarding?
How can Redtail CRM enhance your Relationship Management process?
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.
| 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 |
Building Your Tech Stack - TIFIN Wealth
Frequently Asked Questions (FAQ)
What buyers ask before choosing Redtail CRM
What is Redtail CRM?
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations. It helps to increase sales and revenue, enhance customer relationships, and improve efficiency.
Redtail is a subscription service and its CRM providers are priced per database, rather than per user. It offers free phone and email support, free webinars, extensive online help documentation/videos, and a popular traveling Redtail University that provides more in-depth training in a fun setting.
Redtail CRM features include workflow to create a trail of accountability for each task, integration with the industry partners, export of customed data tracked reports, customizable calendars, notes to capture the important history, and many more.
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?
Peers used Redtail CRM for workflow management and contact list management
Redtail CRM Competitors
Redtail CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (102) |
| Analytics | Read Reviews (11) |
| CAPABILITIES | 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
Redtail Technology News
Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients
Orion and GiftingNetwork Partner to Enhance Charitable Giving Solutions for Advisors and Clients
Pershing integrates with Redtail Technology - InvestmentNews
Pershing has teamed up with Redtail Technology to improve their services and offerings for clients.
Redtail Founder, Orion Tech Exec Brian McLaughlin Steps Down - Wealth Management
Brian McLaughlin, the founder of Redtail Technology and an executive at Orion Tech, has stepped down from his position.
Ladder Partners with Redtail Technology to Make Life Insurance Easy for Advisors - PR Newswire
Ladder and Redtail Technology are teaming up to make life insurance easier for financial advisors.
Redtail Technology Profile
Company Name
Company Website
//corporate.redtailtechnology.comHQ Location
3131 Fite Circle, Sacramento, California 95827, US
Employees
51-100
Social
Financials
PRIVATE
