Avis clients sur Redtail CRM

Great opportunity when leveraged properly

Commentaires : When I started working with Redtail, the previous employees in my office had not learned how to use it properly and so it was a mess. But once I got some training under my belt, I was able to understand Redtail better and started fixing all the errors that previous employees had implemented.

Avantages :

The team at Redtail really have thought about nearly everything. There are so many amazing features built in to the Redtail CRM that it is only at the user's own neglect if your office isn't operating more efficiently. I really appreciate utilizing automations to trigger workflows, and the reports that can be generated to track results or see an overview of how we've been doing.

Inconvénients :

Not everything is necessarily intuitive. But go to Redtail University. The training you get there opens the door to understand how everything works inside of the CRM.

Much more robust than most CRMs at the same price point.

Commentaires : The transition from one CRM to RedTail went very well, and we felt well-supported throughout. They system works wonderfully for our group now, but it took a lot of trial and error for us to figure out how to do that. The support, training, help after transition is pretty much non-existant, which was very frustrating.

Avantages :

They system is very customizable in all senses. Nearly all fields and how their set up can be customized to work for your group and business. We also use the reporting features quite a bit.

Inconvénients :

The ability to customize everything can become paralizing, and RedTail's training and support was not nearly robust enough. We set the system up the way we thought would work for us, only to realize that certain things are not reportable/searchable. We then had to rethink and re-set up our entire contact list.

Decent online CRM with price being one of the best features - but you get what you pay for....

Commentaires : It is one of the lower cost CRM softwares available and for companies that can't afford anything better this is a decent solution. We quickly outgrew it's usage and moved on to something much more robust and usable.

Avantages :

It is fairly simple to do all of the basic functions of the software. Add contacts and information, look up contacts, edit information. I really liked that there would be a red reminder at the bottom of the webpage letting you know of an upcoming appointment within 30 minutes time. There is a search bar at the top of the screen no matter what page you are on which is nice to be able to change contacts "on the fly". Since it is web-based it is accessible from anywhere you have web access.

Inconvénients :

Redtail is almost too simple. Without enough robust features it comes in as a very simple contact manager and calendar. Since it is web based you must keep it open in your web browser at all times to have it easily accessible - BUT - most people have multiple tabs open and it is not "in-your-face" as an software application would/could be. Although there are many pros to having a web based CRM there are drawbacks as well. One being that you are automatically logged out after 30 minutes. I believe this was the highest time you could set it to and this gets old very quickly. The app for phones really stinks too and was barely usable or helpful overall making it almost not even worth using.

We love Redtail!

Commentaires : Overall we love Redtail and continually attribute it to the efficiency of our team. Things no longer fall through the cracks because we've taken the time to set up workflows for all of our processes and we all contribute thorough notes to our client records. We use tasks every single day to make sure things are getting done AND that there's a record of someone doing them. We use the reporting options daily and have gained better insights into the business because of the report options available. We absolutely recommend Redtail to anyone looking for an efficient and affordable CRM

Avantages :

Redtail is cleanest looking and feeling CRM that we trialed. Everything is setup with the user in mind, so it's very easy to use. It's also very intuitive and there aren't many learning curves. The reporting is far above what other systems offer, and the workflows have completely changed the functionality of our team for the better. The ability to set up automations has also improved our processes. Our business runs much more smoothly, efficiently, and quickly because of Redtail. We find that the workflows and automations ensure that there are never gaps in our processes and things get done in a more timely fashion. They are always making updates and improvements based on user request, so over the three years we've been using it, it has only become more functional and user friendly versus feeling outdated. The support team is always available if you need help and the classes they offer are extremely thorough and helpful. The price is very affordable per user and they absolutely deliver quality well above the price point.

Inconvénients :

There's not a lot to be disliked about Redtail, but some of the options are technologically advanced and either require a strong ability to be tech savvy or an investment in Redtail University. Various members of our team have attended Redtail University on many occasions and have found it to be extremely helpful in each of our understandings of how certain parts of the system work (mainly workflows) but unfortunately it is an additional $$ investment.

Redtail Customer Service Review

Commentaires : the CRM software is great, however the customer service experience we have received takes away from the value of this product

Avantages :

Ease of use and navigation - it is very easy

Inconvénients :

There is a serious lack of training at the initial on-boarding. Also, the biggest negative - the customer service team needs a lot of work. You constantly have to follow up with them after weeks of waiting, and even when you follow up, they never have an answer or solution, and state that they need to contact another team member for an update, then you end up waiting another week or two before any progress is made. This scenario has occurred with our team at least a dozen times.

RedTail

Commentaires : RedTail is a good CRM but some of the functionality could be improved on so it isn't so "clicky"

Avantages :

They only charged per office and allowed up to a certain number of users without any additional costs. We could add or remove profiles ourselves for new or terminated employees.

Inconvénients :

You had to make multiple "clicks" to get certain information for clients. They didn't truly integrate with several of the software programs. Integrations were mostly single-sign-on. Emails had to be copy and pasted to contact profiles.

Redtail provides functional CRM for finance professionals

Commentaires : Redtail does what I need it to do for the most part.

Avantages :

I like the layout; the information is spread out on the screen in a way that is it is easy to read and find what you're looking for.

Inconvénients :

Certain functionalities are not available. Specifically I wanted the ability to have a Redtail hard-coded field for annuity maturity dates. I also want ability to show when client canceled appointment rather than removing it entirely from the database.

Great fit for small to medium sized RIAs looking for a CRM solution tuned to the Financial Advisor.

Commentaires : Straight forward migration from ACT with good migration support, so we were up and running quickly. We now have an SEC-compliant, cloud-based CRM which seamlessly tracks and archives client email communications and has a good SEC-compliant document repository.

Avantages :

Low price point for a CRM that is built from the ground up to support Financial Advisers. SEC-compliant document management and email make this easy to archive and track client documents and communications in the secure cloud. Good integration with CopyTalk.

Inconvénients :

The iphone app is really not that robust. It's ok, but we would much rather see a higher performance, more feature rich implementation.

Does it's job

Avantages :

Redtail is fairly easy to use and straightforward. There are lots of "extras" that we don't use, but it works for what we need it for (CRM for a financial services firm, note keeping, contact management).

Inconvénients :

Workflows do not work well. We ended up purchasing another software that integrates with Redtail to manage our workflows.

Redtail Review

Avantages :

How intuitive it is to create activity tasks and then also to create templates for processes that we use all the time.

Inconvénients :

There are sometimes very easy features that you think would be available that aren't. It is important to find lists and create lists of data and then be able to sort and customize and export and it just isn't quite there with Redtail CRM. We are hopeful that the merger w/ Orion will create better reporting lists.

Best CRM this Far

Commentaires : All in all, Retail is a great software and the best CRM I have used this far. It allows me to so what I need to strive with my clients and meet their needs. I like it a lot and hope to be a customer for a very long time.

Avantages :

Where do I start? I love how detailed it is. It allows me to: 1. Customize fields which is super important because there are certain things that we keep track of that is unique to us and wouldn't necessarily be popular fields found in CRMs. 2. Manage Contacts. The Contact Details that can be saved are great for managing your clients and getting to know them. The Membership feature is especially cool for connecting contacts that know each other like family members, friends or even coworkers. This is really great especially for referrals. Oh and it helps you to keep track of your Referrals because there is a field for that and a slot to show who referred the person. 3. Manage my tasks easily. I can reschedule task, schedule them for all day whick is my favorite so that it does not interfere with other things scheduled at specific time. This is perfect for tasks that really have no deadline in that day. Allows you to assign tasks by teams, link contacts and notes and even link additional contacts or accounts. It's very cool. 4. I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance. 5. And my favorite feature of all is the Reminder. Never miss another important moment with this CRM.

Inconvénients :

Although I love this CRM, it could use a few improvements. It doesn't allow me to delete or replace fields that it comes with which is a bit annoying because some are unrelated to my business and instead of adding more to what's there,I would prefer to just delete and keep only what I need to avoid the cluster. The next big thing for me is that the workflows (which I love the feature of) does not list under my task although they are tasks to be completed. The workflow tasks are only displayed under the workflow category which takes an extra step to get to. Once there, you will find tasks under your workflow to complete. It would be great if they were listed under the General tasks too.

Terrible Customer Service and Tech Support

Commentaires : There were many features and functions that were touted during the discovery process and were main reasons why we choose Redtail Tailwag CRM over others. But after migrating our data into the system, we learned many of those features and functions don't work. Working with the customer service team to get these issues resolved has been an absolute nightmare. We are constantly told "our tech team is working on a fix, and unfortunately we don't know when this issue will be fixed". 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. We have over 5 issues with the CS team right now that have been pending for over a year! If changing CRM systems and getting comfortable with the new software wasn't such a large undertaking for the firm, we would have switched to a different CRM a long time ago.

Avantages :

- cloud based - sleek interface

Inconvénients :

- Terrible customer service - Terrible tech support - Poor functionality - Too many features and not enough of them work

Everyone at Redtail, it seems, is a rookie

Commentaires : I've been given the runaround for two months. One rookie to another. No response to my case. You'd think as a CRM, they would follow up. One rookie after another write me useless comments and likely are closing my petition as "resolved."

Avantages :

I liked the integration w MOrningstar, but that integreation has changed for the worse and Redtail employees either can't understand the issue or deny it is an issue. I cannot speak to the data integration team.

Inconvénients :

It changes. I think it has a problem, but the Redtail staff does not understand their complex software. They will not allow me, an experienced user, to speak with their data integration team. They deny that they have a problem and do not understand financial planning.

I rely on Redtail everyday. Good product but could use some enhancements

Commentaires : Central area for all information on my clients, prospective clients and other key contacts.

Avantages :

Cloud based, very good customer support, very thorough data base. There are many ways you can create lists from your database to create mail merges.

Inconvénients :

I wish it interfaced with my Google for Business calendar and email. It seems like navigation between the different functions could be more streamlined.

Great CRM

Commentaires : We have been users of RedTail for 10+ years and only utilize a small portion of what is available, yet the $ spent is well worth it.

Avantages :

Ease of use, amount of resources and linking features is great.

Inconvénients :

Can sometimes be overwhelming or difficult to navigate - mainly learning curve issues, but I'm not a big enough user to justify the cost of the "school".

Easy to Use

Commentaires : Easy of use and cross-platform capabilities.

Avantages :

This software is easy to use and it is also easy to train new team members on how to use it. Also the mobile app makes being offsite much easier.

Inconvénients :

Some of the functions are a bit basic. Most of them have to do with searching inside of the database.

Redtail Rules!

Commentaires : We have been using Redtail for almost five years now and it has really improved our functionality and minimizes errors. We have processes in place and Redtail allows for tracking to enhance customer service and minimize redundancy.

Avantages :

Ease of use. Simple to train others to use

Inconvénients :

To fully utilize some features take a bit of work

Redtail CRM

Avantages :

Redtail is relatively intuitive and easy to use.

Inconvénients :

It can be glitchy, particularly when interfacing with other software.

We love RedTail CRM

Commentaires : Fantastic! Highly Recommend!!!

Avantages :

This software allows us to track all of our customer information. It quickly and easily allows our office staff to get customer information on the fly. Love that it is web based and SO easy to use!

Inconvénients :

Some of the functionality is not pertinent to us and it would be helpful if we could turn off or hide some fields.

Seems to do everything we need it to do so far

Avantages :

Their customer service is definitely the best feature. Very helpful! A close second is the workflows and how to implement those into our practice.

Inconvénients :

I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to.

CRM Software

Commentaires : Redtail is becoming widely used in my workplace and is helpful for a growing business.

Avantages :

Redtail helps integrate all aspects of my business. The client contact, marketing, and prospecting parts of my business.

Inconvénients :

There is a steep learning curve. Hard to learn all that it can do in a short period of time

Redtail for RIAs

Commentaires : I am using Redtail as my firm CRM to track all client data.

Avantages :

Redtail is a simple yet powerful CRM tool that made it easy for me to manage my clients.

Inconvénients :

Nothing, it is a great product that is intuitive.

Average at best

Commentaires : It fulfills the requirement that I use a CRM application to manage my clients.

Avantages :

It integrates well with MoneyGuide Pro. I appreciate the ability to access each client's financial plan from within the RedTail application. This is a time saver!

Inconvénients :

It does not integrate well with my broker dealer's client information system. As a result, repetitive data entry is required which wastes staff time.

RedTail is SOLID

Commentaires : Very positive, an excellent library of resources, specific to financial services

Avantages :

I like that it is cloud-based, easy to use, and functional for our office and client needs.

Inconvénients :

I wish it was able to have emailing capabilities.

used for daily tasks and workflows between multiple users

Avantages :

super easy to use and the set up is amazing. very clean, neat, and organized. would recommend to anyone

Inconvénients :

It could maybe load a bit faster instead of needing to refresh pages once tasks are completed