When assessing the two solutions, reviewers found Redtail Technology easier to use, set up, and administer. Reviewers also preferred doing business with Redtail Technology overall.
Reviewers felt that Outreach meets the needs of their business better than Redtail Technology.
When comparing quality of ongoing product support, reviewers felt that Redtail Technology is the preferred option.
When assessing product direction, Outreach and Redtail Technology received similar ratings from our reviewers.
Has anyone made the a migration from gmail to Outlook? If so, how did your use of Outreach change?
2 Comments
MS
Yes, I have performed the task, the free methods are here using GSMMO - https://www.transferemails.com/transfer-emails-from-outlook-to-gmail/Read more
What is the best way to log follow ups?
2 Comments
JK
When I engage a customer, either email or call, I put them into a follow up sequence, typically that has 3 steps, call > email > call to make sure we keep...Read more
What are the other best ways Outreach can be used in?
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
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