Reseñas y detalles del producto de Redtail Technology

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.

Redtail makes it very easy for me to keep information in one place. Whether looking at one household or all of my business together, I can get to the info I need quickly and easily. Reseña recopilada por y alojada en G2.com.

I dislike that I am not able to go in and edit notes that have been created. Reseña recopilada por y alojada en G2.com.

Easy to use and efficient in managing contacts and calendar Reseña recopilada por y alojada en G2.com.

Email attachments that are journal have to be looked up in the document section. Would like to be able to link to the attachments from the emails that are saved. Reseña recopilada por y alojada en G2.com.

I like the userability and functionality Reseña recopilada por y alojada en G2.com.

can be not as progressive at times. I wish it had more features that will help in my business Reseña recopilada por y alojada en G2.com.

Redtail is always working to keep their product updated with all the changes that occur in our business. They are very responsive if we need guidance. Reseña recopilada por y alojada en G2.com.

Downside of Redtail is that there are so many changes and it is hard to keep up with them. In addtion, i don't beleive we are utilizing all we could with what Redtail has to offer as we probably need more training. Reseña recopilada por y alojada en G2.com.

Its a great way to keep you business in line with creating tasks and workflows so things do not fal throught the cracks

Its great fro running reports off tag groupd and UDF's and Keywords

Customer support is very efficient

We operate our whole line of business through the CRM database Reseña recopilada por y alojada en G2.com.

I know we have a few but cant think of them now -- I can follow up with an email

but not a lot -- for the most part it rund very good Reseña recopilada por y alojada en G2.com.

Works, support is available if needed. Solid platform. Reseña recopilada por y alojada en G2.com.

Sometimes help line can be a bit of a wait. Reseña recopilada por y alojada en G2.com.

Convenient to use, easy and simple tool. Reseña recopilada por y alojada en G2.com.

Nothing for me, so far. I dont know what else Reseña recopilada por y alojada en G2.com.

Occasionally, I have had to change computers or set up email accounts for new employees and absolutely rely on customer service to help.

Sometimes when I haven't run a particular report, it's nice to just be able to call and have someone guide me through. In general , it is very easy to run Reports. Reseña recopilada por y alojada en G2.com.

The only thing I don't like is that Retriever for Imaging is no longer available for use. Reseña recopilada por y alojada en G2.com.

1. Workflow optimization

2. Automations to start workflows

3. Easy to Build Templates for notes, activities, workflows

4. Lots of integrations

5. Amazing chat support Reseña recopilada por y alojada en G2.com.

I am not a fan of the opportunities tab and believe it needs updating Reseña recopilada por y alojada en G2.com.