Redtail CRM Review & Product Details

For financial professionals a software is designed which is web-based known as Redtail CRM. Financial advisers and financial management firms used this software to track their clients’ data and the activities they are performing for their clients.

This software also used for sending bulk messages to the clients, so that it also uses in the marketing campaign that generated a lead or prospect.



Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.



The workflow management capability of Redtail CRM is one of its prominent features. The CRM software offers automated workflows, allowing users to generate workflow steps and tasks, and assign them to a specific client or lead. Redtail CRM offers a list of workflow templates that are built specifically for financial advisors and planners. A workflow template is consist of steps, tasks, and outcomes.

Workflow steps include documenting of client’s request and instructions, processing EFT (Electronic Fund Transfer) from client’s bank account, verifying funds received, trading account, and calling the client to confirm that the funds have been drafted correctly.

The outcomes of workflow steps provides users if-then scenarios, allowing them to go back to a previous workflow step, stay in a current workflow step, or move to the next workflow step when the current one is already completed.

As an illustration, the verification of funds will generate three possible workflow outcomes: (1) when funds are not drafted correctly, the adviser needs to troubleshoot the errors and verify the funds again; (2) when funds are received correctly and no trades are needed, the adviser can move to the next step, which is to call the client to confirm the correct drafting of the funds; (3) when funds are received correctly and trades are needed, the next step is to trade account.

Moreover, advisers can add notes to a workflow step, enabling them to document the reason a workflow can’t progress yet to the next step in the list or document the completion of a step.

Another feature of Redtail CRM is its seminar management capability. With this feature, users will be able to quickly add new seminars or client events. They can do this through the calendar section, and they can also add attendees to a scheduled seminar quickly. This feature enables users to plan their seminars and obtain seminar reports efficiently.

Redtail CRM also offers a tagging functionality. This allows users tag and categories any records they have in the CRM database. With this functionality, they can easily edit records in bulk. It is very helpful in managing marketing campaigns. As records are linked to specific campaigns, users will be able to obtain relevant information they need.


[su_note note_color=”#075b76″ text_color=”#f4f4f4″ radius=”5″]REDTAIL CRM FEATURES[/su_note]

  • Redtail CRM is cost-effective, easy and tailored to today’s financial pro: Unlike other CRM solutions, it’s priced per database, allowing up to 15 users, all for the same low monthly subscription.
  • It’s all about integrations: You will see services like Morningstar, Riskalyze, LaserApp, Albridge and MoneyGuidePro seamlessly within Redtail.
  • Free Database Migrations: Switching CRM providers should be easy, so once you activate, we provide complimentary database imports from nearly every major solution provider.
  • The automated office: Workflows streamline by generating and tracking activities, while reminders alert you to events like client birthdays, anniversaries and reviews.
  • Disaster-proof: Your data is backed up to a secure, offsite location every night, and always available wherever you are.
  • That famous Redtail service: You will never be charged to speak with one of our knowledge ninjas, and we offer free webinars, extensive online help docs and the ever-popular traveling Redtail University.
  • Broadcast emails: Send bulk messages and attachments to specific groups of clients or prospects.
  • Seminar management: Plan and manage your seminars and events from within Redtail CRM, with better seminar reporting than ever!
  • Custom exporting: In addition to the modern reports available within Redtail, you can create exports based on data you need at any time.
  • Automated Workflows
  • If-Then Scenarios in Workflow Steps
  • Task Management
  • Seminar Management
  • Categorize and Tag Records
  • Clients’ Data Tracking
  • Reports
  • Activities Management
  • Free Database Migration
  • Integrations
  • Broadcast Emails


[su_note note_color=”#075b76″ text_color=”#f4f4f4″ radius=”5″]SKYSLOPE REVIEWS FROM FAMOUS SITES[/su_note]

Review: Capterra

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Pros: Redtail allows you to input just about every detail imaginable about your clients. It gives you birthday reminders. You’re able to store related documents for client accounts. It integrates with multiple software programs so that client information can pre-populate when you’re completing applications. It allows you a simple way to document client conversations. It’s just about the most robust CRM I’ve seen out! Wow!

Cons: I think this is a minor drawback but it matters because other programs seem to offer this option. You cannot merge records. If you find you have entered a client twice, there’s no way to merge the records and keep what you want to keep.

Overall: Overall, I am very impressed with Redtail. I wasn’t a part of the team who chose this software. It was in place when I joined my present company. But I have enjoyed using it and wish I’d been given it for the previous companies I worked with.

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Review: FinancesOnline

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Redtail CRM is a web-based customer relationship management software which is designed exclusively for financial professionals. The intuitive and user-friendly software is used by financial advisers and financial management firms to track their clients’ data and the activities they are performing for their clients. Redtail aims to streamline workflows and automate client management.

Redtail CRM helps users to quickly access any information they need. It has the capability to generate client and account reports. They can also send bulk messages and attachments to client or prospect groups. The CRM software provides information, such as the marketing campaign that generated a lead or prospect. Redtail, furthermore, offers a seminar management functionality, which enables users to manage and track their seminars and events in a single location.

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Review: G2

What do you like best?

The service is simple in its work. You do not need to spend much time to start working. I like that often there are updates. Developers add new features and fix bugs. Good support service. Excellent reports, I can get exactly what I need. It’s just as easy I can export a report to any format, that is convenient for me. You can group users and send them messages or attachments.

What do you dislike?
It would also be nice to have built-in support for the Google calendar.

Recommendations to others considering the product:
If you are looking for not bad CRM, then this service will be good for you. Redtail CRM has a trial version, so you need to try it.

What problems are you solving with the product? What benefits have you realized?
Our team is working in the management of finance and we needed a program that would allow us to do our work effectively. Redtail CRM helped us manage contacts, deal with data mails, and most importantly do it quickly and without errors. Also, we often use the calendar to plan meetings and manage our time.

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[su_note note_color=”#075b76″ text_color=”#f4f4f4″ radius=”5″]USER SATISFACTION LEVEL WITH REDTAIL CRM[/su_note]

If you are making a decision to purchase the software, it’s very much important to read all the cons and pros first and analyse on the basis of your requirement. Whether all your needs are fulfilled or not by this software. Also, check out how many people had positive and negative experience with Redtail CRM before buying this one. With that information at hand, you should be equipped to make an informed buying decision that you won’t regret.

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