Redtail Technology Reviews & Product Details

I love that Redtail Technology allows me to create templates for both activities and workflows, so I don't need to recreate our process every time we need to complete something. I find the workflow templates, prospecting, and maintaining client info helpful in future meetings. Being a financial advisor, having a place to keep notes and stay organized is very helpful. The initial setup of Redtail Technology was very easy. Review collected by and hosted on G2.com.

I wish we could automate certain tasks, like sending emails when clients complete the onboarding of accounts. And improving integration with Zocks. Review collected by and hosted on G2.com.

I find Redtail Technology to be a friendly tool. It's easy to use, which makes it simple to input data, and it's also easy to teach new employees how to use it. The initial setup was very easy, which I appreciated. Review collected by and hosted on G2.com.

We've used Redtail Technology since 2017, and I haven't seen much improvement over the years, just a change in the theme background to black. We have issues getting the reports tailored to our needs. The Client ID does not match Orion Household ID. We're actually moving to a new CRM because we found others who invested the money and time to improve their services. Review collected by and hosted on G2.com.

I liked how multiple people could be assigned to one task for a client. At my firm, we do a lot of teamwork, and Redtail allowed that to function smoothly. The price was also cheap because we are such a small company. Review collected by and hosted on G2.com.

We did not like the look of Redtail, the interface was outdated. We also could not integrate a lot of the other platforms we use to Redtail. There was also no AI integrations that could speed up our work. Review collected by and hosted on G2.com.

I like the calendar feature of Redtail Technology. It integrates well and works effectively with both sides of our companies, helping us manage our calendars and client information. It keeps everyone in one space, making coordination and collaboration smoother. Review collected by and hosted on G2.com.

Running reports is not good. I would say that is the weakest part. When you pull a report NO MATTER what filters you put on it will pull information that you did not request. Review collected by and hosted on G2.com.

I enjoy using Redtail Technology as a CRM solution, especially for taking meeting notes and managing KYC information. I find it easy to use, thanks to its simple interface, which contrasts nicely with Salesforce for its simplistic approach. The integrations are a big plus for me, allowing other software and websites to link to the CRM, which helps in managing account data and keeping our clients organized. The initial setup was easy, making it a smoother experience overall. Review collected by and hosted on G2.com.

I experience occasional issues with back end integration links breaking. Review collected by and hosted on G2.com.

I find the CRM simple and robust, particularly appreciating how it tracks all emails. The integrations are very effective. My staff likes the ease of use, which is really important to us. I use it for capturing and sending out emails, and it's seamless to incorporate Gorilla marketing tools. The initial setup was seamless, which made the transition easy. Review collected by and hosted on G2.com.

I find the consolidated assets and tracking of policies on the Life Side could be improved. It would be helpful to have reports that notify me when policies mature and send reminders. Review collected by and hosted on G2.com.

I like Redtail Technology for its ease of use, which makes it straightforward to manage tasks. I appreciate the workflows feature, as it helps keep projects moving forward and keeps staff informed about progress. Additionally, the ability to track where we are with client onboarding or investment meetings is invaluable. I found the initial setup to be very easy, which was a big plus. Review collected by and hosted on G2.com.

I would like it to have some report templates for best practices Review collected by and hosted on G2.com.

I like using Redtail Technology for mailings, workflows, and integrations. It's efficient in helping me send out mailings by putting together and exporting client data. The initial setup was very easy, which was great. Review collected by and hosted on G2.com.

I find the integrations with Google Calendar and other systems we use could be improved. There's sometimes a lag in the information that syncs over, and for Orion, contact pairing has to be done one by one. Review collected by and hosted on G2.com.

I like that in Redtail Technology you can see individual members within the household and quickly integrate between the households. I'm also looking forward to eventually being able to link it directly with Orion software. Review collected by and hosted on G2.com.

I'm having a hard time integrating the Redtail calendar with our Outlook calendar. Also, being able to see client history notes with email all in the same easy-to-read spot would be great. The initial setup was difficult. Review collected by and hosted on G2.com.

I use Redtail Technology for CRM and appreciate how it serves as a single source to get all data from clients. I like its ease of use, the pre-built programs and paths that make my day-to-day work easy, and the way it simplifies data entry. The initial setup was easy too. Review collected by and hosted on G2.com.

I don't like how email inside Redtail Technology is clunky, that's why we don't use it. The reporting is so robust that it's almost overwhelming. Review collected by and hosted on G2.com.