Redtail CRM Overview

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.

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.

Other priorities:

  • Improve Internal Communications
  • Increase Sales & Revenue
See all business priorities See less business priorities

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

Read Reviews (68)

"...It will teach you how to navigate through the program and give you quick tips and tricks to make your workflow faster and better...."
Contact List Management with E-Mail and Mass Media

4.71/5

Read Reviews (31)

"...I use Redtail for contact management because my company chose it...."
contacts history

4.40/5

Read Reviews (4)

"...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...."
creating contact list

3.42/5

Read Reviews (1)

"...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. ...."
Engagement Management with Offline

4.70/5

Read Reviews (24)

"...Follow-up activities have been key...."
engaging and following up

4.64/5

Read Reviews (20)

"...We can communicate and set tasks/follow ups for each other in an efficient manner...."
PEER EXPERIENCES
Workflow Management

3.94/5

Read Reviews (68)

"...It will teach you how to navigate through the program and give you quick tips and tricks to make your workflow faster and better...." Peer review by Davielle B, Marketing Assistant, Financial Services
Contact List Management with E-Mail and Mass Media

4.71/5

Read Reviews (31)

"...I use Redtail for contact management because my company chose it...." Peer review by User in Financial Services, Financial Services
contacts history

4.71/5

Read Reviews (4)

creating contact list

4.71/5

Read Reviews (1)

Engagement Management with Offline

4.70/5

Read Reviews (24)

"...Follow-up activities have been key...." Peer review by Ann-Marie L
engaging and following up

4.70/5

Read Reviews (20)

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

Laurie

Thank you so much. While I'm still learning this program it is so good to know I have help right when I need it. I'm watching all the tutorials as well. Thank you again! Testimonial By Laurie

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

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
CUSTOMERS TESTIMONIALS

Laurie

Thank you so much. While I'm still learning this program it is so good to know I have help right when I need it. I'm watching all the tutorials as well. Thank you again! Testimonial By Laurie

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

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 Wealth

All layers of Heron’s business have been positively impacted by Redtail, from reviewing marketing statistics to compliance.

Read More

Frequently Asked Questions(FAQ)

for 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.

What is Redtail CRM used for?

Redtail CRM is a CRM Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Workflow Management, Contact List Management and Engagement Management .

What are the top features of Redtail CRM?

Recording, Personalization and Dashboard are some of the top features of Redtail CRM.

Who uses Redtail CRM?

Redtail CRM is used by Financial Services, Marketing And Advertising and Internet among other industries.

What are Redtail CRM alternatives?

Eway CRM, Monday Sales CRM, Solve CRM and PlanPlus Online are popular alternatives for Redtail CRM.

Where is Redtail CRM located?

Redtail CRM is headquartered at 3131 Fite Circle, Sacramento, California 95827, US.

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

Peer and Expert Opinion on Features

for Redtail CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Recording

4.62/5

Read Reviews (32)
Personalization

4.20/5

Read Reviews (15)
Dashboard

3.73/5

Read Reviews (8)
Landing page

4.59/5

Read Reviews (7)
Templates

2.50/5

Read Reviews (6)
FEATURES RATINGS AND REVIEWS
Recording

4.62/5

Read Reviews (32)
Personalization

4.20/5

Read Reviews (15)
Dashboard

3.73/5

Read Reviews (8)
Landing page

4.59/5

Read Reviews (7)
Templates

2.50/5

Read Reviews (6)

IT and Other Capabilities

for Redtail CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.93/5

Read Reviews (134)
Data Export

3.80/5

Read Reviews (69)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.93/5

Read Reviews (134)
Data Export

3.80/5

Read Reviews (69)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Chat Support

4.67/5

Read Reviews (10)
Email Support

4.50/5

Read Reviews (7)
24/7 Support

4.31/5

Read Reviews (128)
Phone Support

4.13/5

Read Reviews (12)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Chat Support

4.67/5

Read Reviews (10)
Email Support

4.50/5

Read Reviews (7)
24/7 Support

4.31/5

Read Reviews (128)
Phone Support

4.13/5

Read Reviews (12)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

1.58/5

Read Reviews (1)
Custom Reports

3.98/5

Read Reviews (102)
Analytics

3.71/5

Read Reviews (11)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

1.58/5

Read Reviews (1)
Custom Reports

3.98/5

Read Reviews (102)
Analytics

3.71/5

Read Reviews (11)

Software Failure Risk Guidance

?

for Redtail CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Redtail CRM

Vendor Profile Details

Company Name

Redtail Technology

HQ Location

3131 Fite Circle, Sacramento, California 95827, US

Employees

51-100

Social

Financials

Private