Redtail is a CRM tool designed specifically for finance professionals. It enables users to produce sales, client, and account reports; allows them to track customer interaction history; and also includes a seminar management tool within the program. We compiled Redtail CRM user reviews from our website and around the web and determined that it has generally positive ratings. We also shared its available pricing options.
Summary of Redtail CRM User Reviews
What Redtail CRM Does Well
Users who gave Redtail CRM a positive review said that they like its ease of use and cloud-based capabilities. They also shared that the system helps them streamline their tasks and workflows efficiently.
What Redtail CRM Does Not Do Well
Users who gave Redtail CRM a negative review suggested the addition of more third-party integrations. They also recommended improvements on some features, including a mobile app, notes, contact management, and custom fields.
Most Helpful Positive User Review
“Redtail is a reliable, online CRM system. It keeps track of all the key information from our clients, and monitors all our ongoing activities and tasks. We have been a client for over 3 years already.”
— Jon Munson
Most Helpful Negative User Review
A user who left a negative review of Redtail CRM on Capterra recommended an integration with Microsoft Office 365 for calendar and contact syncing. He also wished for an improved mobile app for better on-the-go work processes.
Redtail CRM Pricing
Redtail CRM has one subscription option, which is priced at $99 per month for a maximum of 15 users. The plan includes 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 Features
Check out the list below of some of Redtail CRM’s features:
- Contact Management: lets users organize a directory of all their business contacts, including their profile and contact information.
- Reports and Analysis: gives users analyses and reports about their existing accounts.
- Streamlined Work Processes: allows users to generate and track activities, events, and tasks.
- Record Management: enables users to easily sort, retrieve, and edit niche-based marketing campaigns.
- Broadcast Emails: lets users send bulk messages and attachments to their contacts.
- Seminar Management: allows users to plan and manage seminars and events within the platform.
- Third-Party Integrations: lets users seamlessly integrate other apps they use, such as calendars, social media, document management, VoIP, and more.
Helpful CRM Software Resources
What is a CRM Software? An Introduction For Small Businesses — In this guide, we answered questions surrounding CRM software such as what it does, who needs it, how a CRM works, and how/if it can help your small business.
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compared Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
Best Free CRM Software — Want to use a CRM, but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Redtail CRM FAQ
What is the extent of the free customer support offered by Redtail CRM?
Redtail CRM only provides free consultations and webinars. Users who need technical support are required to pay for premium customer service fee.
Does Redtail CRM provide data backups?
Yes. Redtail CRM secures a user’s data with daily backups and data recovery.
Redtail CRM Overview Video
This video provides an overall background on what Redtail CRM can do to help finance professionals easily manage their relationship with their customers.
When choosing a CRM software, it’s important that the system integrates with other applications your business is currently using. Here is a list of some of Redtail CRM’s popular integrations:
- Acuity Scheduling
- Constant Contact