Redtail Technology Reviews & Product Details - Page 2

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.

What I love about Redtail is how it allows myself as an assistant to organize information for my boss, a financial advisor. Being able to manage client information and scheduling so easily and hassle-free is very beneficial to my position as an assistant. The interface is simple and easy to view, and the menu options are very user-friendly. Review collected by and hosted on G2.com.

In my 6+ month experience using Redtail, I have not found any obvious downsides to the experience. Everything in the CRM is user-friendly, and whenever I have a question, the Redtail user guides have been helpful in answering questions. Review collected by and hosted on G2.com.

the ability to handle our prospect/client needs

through workflows to not miss any needs and deadlines Review collected by and hosted on G2.com.

the app and the mobile website are not up to par. very slow to load and I can't navigate the mobile website without moving appointments by trying to scroll through the calendar

i called customer support 1x and was on hold over an hour Review collected by and hosted on G2.com.

Endless amount of features, so many features that I doubt any one person could use them all. This gives you good choice. We recently brought on a remote team member and now we use the activities function to assign task to this employee. Its been working well. Review collected by and hosted on G2.com.

UI is not the most attractive, could have a little more aesthetic appeal, but function is more important than looks. 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.

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. Review collected by and hosted on G2.com.

I dislike that I am not able to go in and edit notes that have been created. Review collected by and hosted on G2.com.

EVERYONE is on the same page, sharing contact and other information. No more sticky notes, missed voicemails, or communication issues. Trackable, verifiable, efficient. Review collected by and hosted on G2.com.

Takes a minute to get used to BUT help is EVERYWHERE..... if you are hesitating adopting Redtail, you are losing out....embrace soon, embrace in-depth and pat yourself on the back later for you have fundamentally changed your business for the good, better, and best. Not a day goes by we are not ESTATIC we found Redtail. Review collected by and hosted on G2.com.

That i can store not just all my work passwords but my personal everyday passwords as well! Review collected by and hosted on G2.com.

too many tabs once you ahve more than one company listed so if there was a better format or structutre that could also be esthetically pleasing Review collected by and hosted on G2.com.