Redtail Technology Reviews & Product Details

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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

I honestly cannot think of a downside to Redtail. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

I get logged out of the chat too often and have to re-log in alot which can be a pain. Review collected by and hosted on G2.com.

I have always enjoyed the service. Every company has problems sometimes however Redtail is responsive and their customer service is excellent Review collected by and hosted on 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 Review collected by and hosted on G2.com.

Ease in getting some basic info in and updating it. Review collected by and hosted on G2.com.

I really wish the reminder system was more proactive and would generate emails vs having to live in redtail to try to find the info.

Overall cost is getting too high. Review collected by and hosted on 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. Review collected by and hosted on G2.com.

The pages can be sometimes long to load if you are pulling a lot of client information. Review collected by and hosted on 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. Review collected by and hosted on 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. Review collected by and hosted on G2.com.