Redtail CRM Erfahrungen

Cost, ability to integrate, and customization. There are many fields and options to tailor to your business needs. The subscription models for the # of users you get for the price is a great deal. Lots of resources/training and customer service is excellent. Without this support, Redtail could appear overwhelming in a good way to the average user.

Biggest complaint is the lack of calendar and contact syncing with Office 365. There are desktop programs that sync but this requires you to have your laptop on and sometimes I don't use my computer everyday (tablet instead some days) and thus my info wouldn't be synced.
Rules for reports and to set up workflows could be more user friendly.

The customer service is extremely responsive and easy to work with. I also really liked that we had a trainer reach out to us and do a one on one session to make sure we had everything set up correctly. So nice to get that kind of attention when we aren't a big company.

The alerts for the calendar are the only thing I wish they could improve on.

Redtail is relatively intuitive and easy to use.

It can be glitchy, particularly when interfacing with other software.

This software allows me to do everything I need and then some. If I ever need help customer service has been the best. Everyone has been helpful and friendly. Using this has definitely made my life better from what we used to use.

Nothing to complain about yet. Once in a while the upload speed it slow, but that could be on my side.

How intuitive it is to create activity tasks and then also to create templates for processes that we use all the time.

There are sometimes very easy features that you think would be available that aren't. It is important to find lists and create lists of data and then be able to sort and customize and export and it just isn't quite there with Redtail CRM. We are hopeful that the merger w/ Orion will create better reporting lists.

Robust, lots of options for maintaining information

The software has not kept up with technology, integrations or the ability to customize what so ever. This has been very disappointing and they are very slow to update and implement any changes.

It's a simple. Easy to use and navigate.

Certain features are not customizable. Other than that it's a good product for what you pay.

The CRM does it all for us with client information, tasks, and calendaring. It syncs with other technology apps.

As far as I know, there is no way to get reminders (a la Outlook) for appointments. I now need to constantly monitor my calendar.

It is a GREAT database tool, so much information in one place

Using this information EFFICIENTLY & EFFECTIVELY is near-impossible. The reporting area is the most-complex, time-consuming, difficult, complicated, horrific, stressful thing I've ever witnessed in my 30+ years in the workforce. JUST TO RUN A SIMPLE REPORT to gather the amazing database information, requires a huge headache to figure out. It is NOT SIMPLE, it is NOT USER-FRIENDLY at all. It takes multiple steps and a host of IF, AND, OR, BUT, EQUAL to, or LESS THAN, or is not blank, etc., etc., etc., to perform. Then to get a printout in a clean, readable, PDF type-file???? Forget about it! I have to call customer service EVERY SINGLE TIME I need to run a report. Something that should only take a few moments to run takes HOURS. I have been using this for several years, complain about it on forums along with a host of many others, but it has yet to be addressed. This software should not be this difficult to use. If you only need a database, this will serve your needs. If you need in-depth reports to use the information you have, good luck!

I love how many integrations Redtail has with other websites & applications (such as Clientworks). I also love the filtering system for getting a list of specific types of contacts in the system. The exports to csv files are also very easy to use.

The filtering system, in my opinion, could be more simplified so that it doesn't look like a classic coding input- maybe a drop down check-box method would ease the filtering process for contacts. Also, being able to edit the Notes for a contact would be great. If revisions are against some type of compliance/regulatory rule, then having a revision history there but still be able to edit a note would be great.

Syncs with broker dealer. easy to navigate pages.

Doesn't separate out tasks and calendar.

This software is easy to use and it is also easy to train new team members on how to use it. Also the mobile app makes being offsite much easier.

Some of the functions are a bit basic. Most of them have to do with searching inside of the database.

Its cheap but that comes with compromises!

Once again I needed technical advice and since I new I was going to be on hold FOREVER I thought I would let others now that the company puts very little emphases on customer service.
Call the sales department--someone will be available very quickly; Call for customer service....Good luck!
I am currently caller number 16 in line. I don't call very often, but when I do it is atrocious.

I like that it is cloud-based, easy to use, and functional for our office and client needs.

I wish it was able to have emailing capabilities.

This software allows us to track all of our customer information. It quickly and easily allows our office staff to get customer information on the fly. Love that it is web based and SO easy to use!

Some of the functionality is not pertinent to us and it would be helpful if we could turn off or hide some fields.

Ease of use and functionality of reports is a huge plus for me.

It feels in financial data but does not feed in account types or titles so it's hard to see what type of accounts the client has.

1. Excellent training and online resources available in multiple formats: live in-person classes (although for a fee), free live webinars, custom webinars, recorded webinars, and an extensive searchable library of help articles and mini-videos. In fact, most topics have both articles with screenshots and mini-videos, so whichever format you prefer is available.

2. Ease of use: The only reason I gave Redtail CRM 4 stars instead of 5 is that it has so many features that it can be a bit daunting.

3. Integration: Redtail has integrations set up with dozens, maybe hundreds, of programs.

Only small nitpicks, like wishing more things automatically created notes or the organization of a few screens. Overall, the feedback I've received from our reps is quite positive.

i like that it not only integrates with my broker dealer but also with sales/lead software vendors and constant contact for easy updating and soliciting

takes some time to get used to and to fully implement and the university or training can get a bit daunting

Very robust for tracking clients. Can use it to track almost anything I want. Calendar is also very easy to use

Wish it did a little better on the life insurance side. Better integration with outlook would be nice

Redtail is a simple yet powerful CRM tool that made it easy for me to manage my clients.

Nothing, it is a great product that is intuitive.

It keeps everything about a client and business partner organized and safe. There are plenty of options to use other apps with Redtail, such as LaserApp. This works great to import all client information easily into another app without having to type it all in over and over again. Another great feature is all the information topics you can add into one client. Everything in one spot!

It can be better organized to find certain features faster and easier. Being able to edit notes instead of delete and start over or just comment on them would be great.