Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional.
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Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional. This is not your typical off-the-shelf CRM solution, rather one designed from the ground up to meet the challenging needs of financial advisors. Unlike traditional CRM solutions, Redtail CRM, is easy to use, quick to deploy and delivers a rapid return on investment.
Average user rating from: 2 user(s)
|Client Management:||3.5 (2)|
|Workflow Management:||2.5 (2)|
|Document Management:||3.0 (2)|
|Additional Features:||4.0 (2)|
After 2 years with RedTail, I'm still disappointed
I've given them two years to fix the items listed above. Nothing has happened to address these issues. You call in to request help and you are told to send in a suggestion to their development team. Good luck with that. Been doing that for two years patiently waiting and I've got nothing to show for it.
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Happy with Redtail
We're very happy with Redtail. They constantly are improving their software for the better and I love the fact that it is online as well. We have been able to successfully integrate Redtail with other applications we use in the office too, which is a huge bonus!