Redtail CRM vs. Total Expert

It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.

Incentivized

It is well suited to mass marketing and as a database. Also well suited to parsing the database into sub categories. I also like its ability to schedule marketing at specific times and days. It is not as well suited for listing print material. Listing meaning grabbing from MLS listings.

Incentivized

• Redtail organizes all our client data so we can find it without missing a beat.
• Redtail CRM allows us to find important client information for any location.

Incentivized

• Database
• Customer Service is pretty good
• Mass emailing

Incentivized

• The aesthetics of the page could use a facelift. The grey-on-white serves as a subtle clue that I should not be having fun.
• The workflow for searching for clients could be improved/made easier.
• The integrations management page could certainly be easier to find in my opinion. It is in an unusual spot nestled beneath my name, rather than another location.

Incentivized

• To create co-branded material without having to have realtor opt-in first
• Home flyers are difficult to use. List reports is much easier

Incentivized

The platform is easy to use and train on. It is a one stop shop with all the information needed to maintain a clean client relationship. We recently had our scheduled audit done and Redtail was helpful in pulling the different reports we needed to produce for the audit

Incentivized

Was good and still is good. Seems like when a company acquires another they try to squeeze out more profit and forget what made them successful in the first place. Reducing staff and support seems inevitable, even though the number of users has increased significantly over the past 10 years

Incentivized

Generally speaking, Red Tail has been available whenever needed. there was a time period however where it was down and not available, giving 500 errors when trying to log in. They explained that it was due to upgrades they were making and it has virtually disappeared. Has now been available 99% of the time.

Incentivized

Overall general performance is quite satisfactory. Some of the automation factors that other products have available are slowly migrating to Red Tail. When these add ons are available and fully implemented, it greatly increases the power and usability of the CRM. Occasionally there are products that will not intergrade due to the nature of how they are set up

Incentivized

We use the HELP section of Redtail often. If it is taking you more than 5 minutes to figure out than go to the HELP desk. We have had only great experiences when reaching out for help. We also LOVED the Redtail University we attended.

Incentivized

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 Constant Contact, for different reasons in that we use each one differently.

Incentivized

Total Expert was chosen by management and for good reason. I didn't like Follow Up Boss because Total Expert was much more intuitive and also much more integrated with the other programs we use (Encompass, Rebel I Q, Sales Boomerang, etc). Its just a much better program overall than Follow Up Boss

Incentivized

The biggest problem seems to have been with the email module. connection issues, sync issues, compliance updates, etc. The concept is great however there seems to be issues in getting it to work consistently. When it works, it works well. It seems that the frequency of downtime had been greatly reduced however.

Incentivized

• It has helped us get more organized with our data and lead sources
• Ability to easily input client data, notes, and documents into a single area
• Ability to integrate across the entire company easily

Incentivized

• Increased engagement with prospects
• Increased engagement with realtors
• Increased reach with realtors and clients

Incentivized