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Redtail

User rating
 
 3.2 (2)
November 21, 2010     Hits: 3780    
 

Company Info

Company Name:
Data Last Updated:
  • December 28, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (800) 206-5030
Year Founded
  • 2003
Number of Employees:
  • 27

CRM Features

Built Specifically for Advisors:
Client Financial Data Tracked:
Workflows and Tasks:
Types of Reports:
Document Management Functionality:
User Custom Fields:
Email Synchronization:
Attach Emails to Client Records:
Calendar:
Phone Compatibility:
RMD's:
Sales and Marketing Functionality:
Includes Client Portals:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Security

Security Functionality:
Other Security Enhancements:
  • None

Redtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional.

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.

User reviews

Average user rating from: 2 user(s)

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Overall rating: 
 
 3.2
Overall:
 
 3.0   (2)
Company:
 
 3.5   (2)
Usability:
 
 3.0   (2)
Performance:
 
 3.0   (2)
Reporting:
 
 2.0   (2)
Client Management:
 
 3.5   (2)
Workflow Management:
 
 2.5   (2)
Document Management:
 
 3.0   (2)
Additional Features:
 
 4.0   (2)
Pricing:
 
 4.0   (2)
Integrations:
 
 4.0   (2)
Security:
 
 4.0   (2)
Support:
 
 2.5   (2)
 
 

After 2 years with RedTail, I'm still disappointed

Overall rating: 
 
 2.1
Overall:
 
 2.0
Company:
 
 2.0
Usability:
 
 2.0
Performance:
 
 2.0
Reporting:
 
 1.0
Client Management:
 
 2.0
Workflow Management:
 
 1.0
Document Management:
 
 1.0
Additional Features:
 
 3.0
Pricing:
 
 3.0
Integrations:
 
 3.0
Security:
 
 3.0
Support:
 
 2.0
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RLHnTX Reviewed by RLHnTX
August 02, 2011
Top 50 Reviewer
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4 of 6 people found the following review helpful

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.

User Review

Pros:
  • Internet based. I can access my information from anywhere I can access the internet.
    All client emails are linked to the client record.
    Very simple.
Cons:
  • You can only store 5 documents to a client record.

    They provide you with only 3 reports that can be generated to show you your client data. You have no ability to edit the fields used to create the reports.

    You have no ability to create a custom report.

    Their reports will not include any data you input into a customized data field.

    There is no report that mirrors the primary client data screen that you look at every day for any given contact. Wouldn't it be logical to have at least one report that would mirror the primary data screen?

    The data download to your cell phone includes information that most compliance departments would consider confidential and they provide you with no ability to restrict or filter the information that is downloaded. Lose your phone and you may end up providing identity theft protection to your entire client base.
Best For What Type of Firm:
  • A financial advisor who is just starting out. So it won't be difficult to migrate your data to your next CRM.
Final Say:
  • They created a basic product that looks appealing on the surface. But once you really begin to use the product, the limitations are crippling.
 

Happy with Redtail

Overall rating: 
 
 4.4
Overall:
 
 4.0
Company:
 
 5.0
Usability:
 
 4.0
Performance:
 
 4.0
Reporting:
 
 3.0
Client Management:
 
 5.0
Workflow Management:
 
 4.0
Document Management:
 
 5.0
Additional Features:
 
 5.0
Pricing:
 
 5.0
Integrations:
 
 5.0
Security:
 
 5.0
Support:
 
 3.0
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calicfp1 Reviewed by calicfp1
January 01, 2011
Top 10 Reviewer
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2 of 3 people found the following review helpful

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!

User Review

Pros:
  • It's web based and simple.
Cons:
  • Sometimes their site can be slow, but it is much better than it used to be.