Redtail CRM is a customer relationship management (CRM) tool designed specifically for finance professionals. It enables users to produce sales and client reports, as well as track customer interaction history and manage seminars within the program. Here, we cover Redtail CRM reviews and pricing. Ready to get started? Get a free trial.
Redtail CRM Pricing
Redtail CRM pricing has one subscription option, which is priced at $99 per month for a maximum of 15 users. The plan includes an unlimited number of client contacts, leads, reminders, and tasks. New users can opt to try its 30-day free trial before signing up for a paid plan.
Redtail CRM also offers a communication tool called Speak ($79 per database, per month) for unlimited messaging for 15 users. Other solutions include Redtail Imaging ($49 per month for 10GB) for photo storage and Redtail Email ($8 per account, per month) for email management.
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Summary of Positive Redtail CRM Reviews
Users who gave Redtail CRM a positive review said that they are easily able to manage contacts, tasks, and projects. They also cited its customer support team as responsive and helpful in addressing their concerns.
“Redtail the CRM system works very well in our industry. Being able to distinguish clients in different ways and do searches for those different categories helps us immensely. Also, Redtail has great customer service.”
Summary of Negative Redtail CRM Reviews
Users who gave Redtail CRM a negative review complained about its steep learning curve, lack of customization tools, mobile app, and third-party integrations. Some users also suggested improvements on its reports feature to make it more intuitive.
One user who gave Redtail CRM a negative review on Capterra reported that it has limited functionalities due to customization restrictions. He also recommended updates on its mobile app’s outdated interface.
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Redtail CRM Features
Check out the list below of some of Redtail CRM’s features:
- Contact management
- Reports and analytics
- Lead management
- Database conversions
- Broadcast emails
- Document management
- Seminar management
- And more
Redtail CRM FAQs
How does Redtail CRM help users manage their contacts?
Redtail CRM enables users to categorize and add tags to contact records. It also helps them access interaction histories and client data such as birthdays and events for better customer engagement.
Does Redtail CRM backup information?
Yes, it does. Redtail CRM backs up information stored in the software daily. It also provides users with free database migration services.
Here is a list of some of Redtail CRM’s popular integrations: