Redtail CRM Overview
Redtail CRM is a web-based Client Relationship Management software. It integrates widely and deeply with popular financial services tools.
Use Cases
Customers recommend Workflow Management, Contact List Management, Engagement Management, as the business use cases that they have been most satisfied with while using Redtail CRM.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Redtail CRM.
Redtail CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Redtail CRM works with different mediums / channels such as E-Mail, Mass Media, Offline, etc.
Redtail CRM's features include Recording, Personalization, Dashboard, etc.
Reviews
"Garrett was so kind and patient with me. He spent a lot of time helping me to understand the program and I am so appreciative for his assistance. Not everyone is that patient. Thanks for hiring such a kind and patient young man." - Judy
Redtail CRM, Eway CRM, monday sales CRM, Solve CRM, PlanPlus Online, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Redtail CRM
Top Industries
- Financial Services
- Marketing and Advertising
- Internet
Popular in
- Small Business
- Mid Market
- Enterprise
Redtail CRM is popular in Financial Services, Marketing And Advertising, and Internet and is widely used by Small Business, Mid Market, and Enterprise.
Comprehensive Insights on Redtail CRM Use Cases
What Are the key features of Redtail CRM for Workflow Management?
How efficiently Does Redtail CRM manage your Contact List Management?
What benefits does Redtail CRM offer for Engagement Management?
How does Redtail CRM address your Onboarding Challenges?
How does Redtail CRM address your Relationship Management Challenges?
29+ more Business Use Cases
19 buyers and buying teams have used Cuspera to assess how well Redtail CRM solved their CRM needs. Cuspera uses 895 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Garrett was so kind and patient with me. He spent a lot of time helping me to understand the program and I am so appreciative for his assistance. Not everyone is that patient. Thanks for hiring such a kind and patient young man. Testimonial By Judy |
|
|
Thank you so much. While I'm still learning this program it is so good to know I have help right when I need it. I'm watching all the tutorials as well. Thank you again! Testimonial By Laurie |
|
|
TJ led me right through the process of getting my question answered and problem solved. I was setting up a new team member's webmail and wanted the integration portion to work with the CRM. Good job! Testimonial By Shelley |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Judy |
Garrett was so kind and patient with me. He spent a lot of time helping me to understand the program and I am so appreciative for his assistance. Not everyone is that patient. Thanks for hiring such a kind and patient young man. Testimonial By Judy |
|
Laurie |
Thank you so much. While I'm still learning this program it is so good to know I have help right when I need it. I'm watching all the tutorials as well. Thank you again! Testimonial By Laurie |
|
Shelley |
TJ led me right through the process of getting my question answered and problem solved. I was setting up a new team member's webmail and wanted the integration portion to work with the CRM. Good job! Testimonial By Shelley |
Case Studies
| COMPANY | INDUSTRY | CASE STUDIES |
|---|---|---|
Financial Services
|
Financial Services |
Case Study Heron WealthRead More |
|
Financial Services
|
Financial Services |
Case Study Heron WealthRead More |
|
Financial Services
|
Financial Services |
Case Study Heron WealthRead More |
Video
Building Your Tech Stack - TIFIN Wealth
Frequently Asked Questions(FAQ)
for Redtail CRM
What is Redtail CRM?
Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations. It helps to increase sales and revenue, enhance customer relationships, and improve efficiency.
Redtail is a subscription service and its CRM providers are priced per database, rather than per user. It offers free phone and email support, free webinars, extensive online help documentation/videos, and a popular traveling Redtail University that provides more in-depth training in a fun setting.
Redtail CRM features include workflow to create a trail of accountability for each task, integration with the industry partners, export of customed data tracked reports, customizable calendars, notes to capture the important history, and many more.
What is Redtail CRM used for?
What are the top features of Redtail CRM?
Who uses Redtail CRM?
What are Redtail CRM alternatives?
Where is Redtail CRM located?
Peers used Redtail CRM for workflow management and contact list management
Redtail CRM Competitors
Redtail CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (102) |
| Analytics | Read Reviews (11) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (102) |
| Analytics | Read Reviews (11) |
Software Failure Risk Guidance
?for Redtail CRM
Overall Risk Meter
Top Failure Risks for Redtail CRM
Redtail Technology, Inc. Feeds
Release Note Focus: Redtail Fresh CRM Update
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
The post Release Note Focus: Redtail Fresh CRM Update appeared first on Redtail Technology.
Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync
Redtail Speak now includes an optional AI Assistant that can generate suggested responses to your incoming text messages.
The post Release Note Focus: Elevate Your Workflow With Redtail’s Suite Sync appeared first on Redtail Technology.
New integration with FDC Plan on Purpose!
The Financial Seminar Services integration pushes seminar information from FSS into the Seminar Management area within Redtail CRM.
The post New integration with FDC Plan on Purpose! appeared first on Redtail Technology.
Redtail Technology, Inc. Profile
Company Name
Redtail Technology, Inc.
Company Website
//redtailtechnology.comHQ Location
3131 Fite Circle, Sacramento, California 95827, US
Employees
51-100
Social
Financials
PRIVATE
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