So far, our experience with Redtail has been almost exclusively positive. Their system is very detailed and in depth, yet not overwhelming. You can add a lot to a client’s profile, and everything is easy to find and maintain. The fact that they pull the clients’ data directly from our Broker Dealer and emails from outlook is a huge help.
We’ve had no access issues or service downtime at all, and customer service has been excellent. If we have any questions the chat function links you to a service agent almost immediately. They’ve all been very knowledgeable, friendly and helpful.
We use Redtail every day, and the more we use it the more we get out of it. We find something else we need, just ask the chat and sure enough Redtail probably has it. It has so many features and integrates seamlessly with our back office and emails. Reseña recopilada por y alojada en G2.com.
I will admit that the initial set up process had a few hitches, but once that was straightened out it's been smooth sailing. Reseña recopilada por y alojada en G2.com.
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I'm really impressed by the documentation options - ways to tie in specific accounts, attach documents to specific activities and that there isn't a limit to the amount of notes you can add to any given activity. Reseña recopilada por y alojada en G2.com.
I wish that there were more intuitive ways to get answers to my questions. While there are numerous options when I have a question, it seems like I have to watch a full traning segment in order to get an answer to one simple question. To this day, I haven't found a way to create a report tailored to my specific needs. I'm sure that there is an option for this type of report and I'm sure that the answer is out there, but I just don't have time to watch different training videos that I think may provide the answer. Reseña recopilada por y alojada en G2.com.
Client information is fast and easy to find. Can put almost everything about the client and notes so I don't have to go to paper files constantly. I live on Redtail. When clients call in we can identify them immediately and the last few conversations. The Help feature is easy to find. It combines our brokerage accounts. Still learning all the functions that Redtail can do. Use it to identify clients with RMD's and renewals as well. Love the reports. Reseña recopilada por y alojada en G2.com.
One of the only things I can think of is that we are not able to integrate annuity companies. I don't know if we will be able to do that like we do our Fidelity accounts but that would be a great plus. Reseña recopilada por y alojada en G2.com.
Our office has been using Redtail for CRM as well as email hosting for some time now and I find that it is very user friendly. With daily use for at least 15 years (likely more) I also feel that if I do happen to need assistance, the helpdesk is easy to reach and always very efficient. I also love that I am able to get notified via text of any outages that occur on the platform, along with a timeline to anticipated restoration. Reseña recopilada por y alojada en G2.com.
I honestly cannot think of a downside to Redtail. Reseña recopilada por y alojada en G2.com.
I love the CRM. I think there are a myriad of ways to configure it to work for each specific advisor/office, and I really appreciate that. Reseña recopilada por y alojada en G2.com.
I have a number of suggestions for improvement:
1. Please figure out a way to drag and drop files and folders in imaging instead of scrolling through hundreds of folders when moving files. Drag and drop was available in Retriever and was super helpful.
2. Please provide a Search when moving folders instead of scrolling through hundreds of folders when moving files.
3. When viewing images in imaging, please show the pdf so we can scroll down the document like a normal pdf instead of clicking to advance each page.
4. (This is MOST IMPORTANT to us!) PLEASE PLEASE PLEASE provide the ability to notify a user or a team from a Notes COMMENT and not just the original note. We use comments extensively and it would be extremely helpful to notify other users from the Redtail note comment. Reseña recopilada por y alojada en G2.com.
I like Redtail mail and Redtail chat. It helps to be able to communicate with clients throught the chat and the info is saved to their profile. The same for Redtail email - it saves the communication with the client for future reference and compliance reasons. Reseña recopilada por y alojada en G2.com.
I get logged out of the chat too often and have to re-log in alot which can be a pain. Reseña recopilada por y alojada en G2.com.
I have always enjoyed the service. Every company has problems sometimes however Redtail is responsive and their customer service is excellent Reseña recopilada por y alojada en G2.com.
I honestly cannot think of anything. I had Redtail as my CRM for 10 years and loved them. My BD wanted me to change to another company so I did. Finally i convinced my BD to move back to Redtail Reseña recopilada por y alojada en G2.com.
I like that the workflows and activities are real easy to get and work through. I also like the ease at which I can create workflows. Reseña recopilada por y alojada en G2.com.
I don't like the dependencies on prior steps in a workflow. This tends to be rigid and will not allow independent steps later on in the workflow move forward independent of the completion of prior workflow steps. Reseña recopilada por y alojada en G2.com.
Facilidad para obtener y actualizar información básica. Reseña recopilada por y alojada en G2.com.
Realmente desearía que el sistema de recordatorios fuera más proactivo y generara correos electrónicos en lugar de tener que vivir en Redtail para tratar de encontrar la información. Reseña recopilada por y alojada en G2.com.
Work flows are the best in the industry and I have used several CRMs. If you like checklists or organized processes this is the CRM for you. Reseña recopilada por y alojada en G2.com.
The pages can be sometimes long to load if you are pulling a lot of client information. Reseña recopilada por y alojada en G2.com.
I love that it have workflow that ensure we complete every necessary steps, convient to add task automatically after log a note, and the best is ability to view everyone's scheudle in one place. Reseña recopilada por y alojada en G2.com.
I dont like that it doesnt link to spouse automatically while logging a note. We like to have all notes in one place without switching client's name to find information in notes that we need. Reseña recopilada por y alojada en G2.com.
