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Redtail CRM

Redtail CRM is a web-based CRM for financial advisors, offering tools like compliant texting, paperless workflows, and email archiving. It integrates with popular industry apps, helping firms manage client relationships, stay compliant, and grow efficiently—all at a low cost and with ease of use.

4.1

Software Info

Pricing

Score

Alternatives

Redtail CRM Overview

Redtail CRM is a web-based customer relationship management solution designed specifically for financial professionals. Offered by Redtail Technology, it helps advisory firms streamline operations and enhance client service through tools like compliant text messaging (Redtail Speak), paperless office workflows, and email archiving. Known for its affordability and ease of use, Redtail integrates with a wide array of popular financial industry applications, allowing advisors to consolidate their tech stack and operate more efficiently. Whether managing contacts, tracking interactions, or ensuring regulatory compliance, Redtail CRM empowers financial advisors to grow their businesses with scalable, secure, and highly customizable tools.

Features

Automated Workflows

Comprehensive Reporting and Analytics

Integrated Calendar and Seminar Management

Mobile App Accessibility

Redtail CRM Pricing Overview

Redtail CRM Score

Smyte Score

4.1 Number of Reviews 85

Smyte Score

The Smyte Score is a weighted average from leading review sites across the web.

100+ reviews for Software Name

Pros

Robust Customization Capabilities:
Redtail CRM offers extensive customization options, allowing users to tailor fields, workflows, and reports to fit their specific business needs.

Comprehensive Reporting Tools:
Users appreciate the ability to generate a wide range of reports and perform detailed searches, facilitating efficient contact database management.

User-Friendly Interface:
The platform is noted for its intuitive design, making it accessible for users with varying levels of technical expertise.

Cons

Overwhelming Customization Options:
While customization is a strength, some users find the multitude of options daunting, leading to inconsistent data entry across users.

Limited Customer Support:
Several users have reported challenges with customer service, citing delayed responses and insufficient onboarding support.

Interface Design Limitations:
Some users feel that the dashboard could benefit from a more modern and intuitive design to enhance user experience.

** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.

FAQs

1. What is Redtail CRM?

Redtail CRM is a web-based customer relationship management solution designed specifically for financial professionals. It helps advisory firms streamline operations and enhance client service through tools like compliant text messaging (Redtail Speak), paperless office workflows, and email archiving.

2. Does Redtail CRM offer a free trial?

Yes, Redtail CRM provides a free trial, allowing users to explore its features before committing to a subscription.

3. Which platforms does Redtail CRM support?

Redtail CRM is accessible across various platforms, including desktop, mobile (iOS and Android), and web, ensuring users can manage client data and tasks on the go.

4. Can I customize fields and workflows in Redtail CRM?

Yes, Redtail CRM offers extensive customization options, allowing users to tailor fields, workflows, and reports to fit their specific business needs.

5. What kind of customer support does Redtail CRM offer?

Redtail CRM provides customer support through various channels, including email, phone, and live chat. However, some users have reported challenges with response times and onboarding support.

Redtail CRM

4.1

Software Info

Pricing

Score

Alternatives

Redtail CRM Overview

Software Details

Features

Redtail CRM Pricing Overview

Redtail CRM Score

Smyte Score

4.1

Number of Reviews 85

Smyte Score

100+ reviews for Software Name

Pros

Cons

FAQs

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