Redtail CRM

Redtail CRM

41 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Redtail CRM	Score8.9 out of 10	N/A	Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.	$20 per month

Pricing

Redtail CRM

Starter: $20
per month
Basic: $30
per month
Pro: $50
per month

Pricing Offerings
Redtail CRM
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No

No setup fee

—

Community Pulse
Key User Insights
	Redtail CRM
Considered Both Products	Orion Advisor Tech Verified User Chose Redtail CRM Sales force is much more robust and programmable. Very involved and almost need a degree in computer science in order to get it functional. Companies like the ability to customize it to their requirements. Part of the problem however is that they are not users in the field and … Incentivized Helpful? Verified User Chose Redtail CRM We actually use both Redtail CRM and Constant Contact. Constant Contact is primarily for sending out client emails while Redtail CRM is primarily the way that we store client information and related documents for easy access. We are very happy with both Redtail CRM and with Cons… Incentivized Helpful? Verified User Chose Redtail CRM Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that … Incentivized Helpful? Verified User Chose Redtail CRM Redtail is intuitive! I love how Redtail tends to be geared specifically towards financial advisors. There are some great CRMs out there, but nothing that takes care of a niche group like Redtail does. Redtail is built to make advisors successful and comply with FINRA. If you … Incentivized Helpful? Verified User Chose Redtail CRM First off. I have a love-hate relationship with Salesforce. It's a jack of all trades, master of none. That being said, maybe you run a bigger company and need different reports for different departments... It may make sense. To be 100% honest, I rejoice every day that I am … Incentivized Helpful?
	Would buy again
	No answers on this topic
	Delivers good value for the price
	No answers on this topic
	Happy with the feature set
	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic
	Implementation went as expected
No answers on this topic

User Ratings
	Redtail CRM
Likelihood to Recommend	8.0 (8 ratings)
Usability	9.0 (2 ratings)