# Redtail Technology Reviews **Vendor:** Orion Advisor Tech **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 268 ## About Redtail Technology Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based applications that facilitate efficient client management, compliant communication, and streamlined office operations for financial advisors. With a focus on enhancing productivity and supporting growth, Redtail’s offerings include CRM capabilities, compliant text messaging through Redtail Speak, paperless office solutions, and email archiving. Targeted primarily at financial advisors and firms, Redtail Technology addresses the unique challenges faced in the financial services sector. The platform is designed to help users manage client relationships effectively, ensuring that advisors can maintain compliance while providing exceptional service. The integration capabilities with widely used applications in the industry further enhance its utility, allowing users to create a cohesive technology ecosystem that supports their operational needs. Key features of Redtail Technology include its robust CRM functionalities, which enable users to track client interactions, manage workflows, and automate routine tasks. The compliant text messaging feature, Redtail Speak, allows advisors to communicate securely with clients, ensuring that all communications adhere to regulatory requirements. Additionally, the paperless office solution helps firms transition to a digital environment, reducing reliance on physical documentation and improving efficiency. The email archiving feature ensures that important communications are stored securely and can be easily retrieved when needed. The value that Redtail Technology brings to its users lies in its commitment to affordability and ease of implementation. By offering low-cost solutions that are straightforward to integrate, Redtail enables financial advisors to enhance their operational efficiency without incurring significant expenses. Furthermore, the company's dedication to exceptional customer service ensures that users receive the support they need to maximize the benefits of the platform. As a brand entity of Orion Advisor Solutions since June 2022, Redtail continues to innovate and expand its offerings while maintaining its focus on the financial services community. ## Redtail Technology Pros & Cons **What users like:** - Users praise the **ease of use** of Redtail Technology, finding it simple and efficient for managing client data. (83 reviews) - Users appreciate the **excellent customer service and seamless integration** provided by Redtail Technology, enhancing their daily operations. (39 reviews) - Users value the **seamless integrations** of Redtail Technology, enhancing efficiency with various software and tools. (32 reviews) - Users praise the **excellent customer support** of Redtail Technology, appreciating quick, knowledgeable assistance via chat. (25 reviews) - Users praise the **easy setup** of Redtail Technology, enhancing their overall experience and efficiency in using the CRM. (25 reviews) - Software Integration (25 reviews) - CRM Integration (24 reviews) - Easy Setup (24 reviews) - Users appreciate the **user-friendly interface** of Redtail Technology, which enhances efficiency and communication within their team. (24 reviews) - Organization (21 reviews) **What users dislike:** - Users are frustrated by **missing features** like direct calling and account linking in Redtail Technology, complicating their workflow. (18 reviews) - Users find the **limited features** of Redtail Technology hinder effective client searches and tracking capabilities. (12 reviews) - Users often experience **integration issues** with Redtail Technology, finding syncing and setup challenging and less customizable. (11 reviews) - Users note a **challenging learning curve** for advanced features, despite helpful training tools and excellent customer support. (10 reviews) - Users experience **poor customer support** with long hold times, complicating their interaction with Redtail Technology. (8 reviews) - Users feel **ignored by customer support** and desire improved reporting functionalities for a better experience. (8 reviews) - Inefficient Searching (7 reviews) - Not Intuitive (7 reviews) - Users note the need for **UX improvement** in workflows and reporting, affecting usability and overall satisfaction. (7 reviews) - Email Issues (6 reviews) ## Redtail Technology Reviews ### 1. Email client for financial proffesionals **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Redtail Technology?** In this we can choose different types of email accounts like POP3,IMAP4 etc. The best part is there is no limit on email storage and achieves **What do you dislike about Redtail Technology?** The user interface needs to be improved a bit. There aren't any known issues I have faced or disliked on this. **What problems is Redtail Technology solving and how is that benefiting you?** The most important problem of storage is solved as there is no limit on storage. Also email retention which is hectic process. All email are automatically backed up at two different places to provide complete Archieve redundancy. It can also be integrated with redtail crm ### 2. One of the better CRMs for financial advisors, but old user interface. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Redtail Technology?** Technology integrations like email and calendar. **What do you dislike about Redtail Technology?** UI could use a refresh. Can be hard to set up to your preference **Recommendations to others considering Redtail Technology:** Redtail is one of the top 5 most popular CRMs for financial advisors. Everyone has integrations now, but consider what you really will need versus what is nice to have but won't be useful. **What problems is Redtail Technology solving and how is that benefiting you?** Client contacts, opportunity pipelines. Staying up to date with client communication and daily tasks. ### 3. Needs more/better integrations, better calendar **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2021 **What do you like best about Redtail Technology?** It works well for managing clients, prospects, customers. I like the templates and reminders. **What do you dislike about Redtail Technology?** The calendar is pretty awful. With Zapier, only certain fields carry over, so integrations are kind of hard. I wish it was better integrated with JOT Form, meaning that all fields could be populated with a form. **What problems is Redtail Technology solving and how is that benefiting you?** Keeping up with clients and prospects. ### 4. Helpful CRM for storing client information and documents **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2021 **What do you like best about Redtail Technology?** I like that it is very user-friendly and organized, and I have a place to store all types of documents and leave notes on a client's file. **What do you dislike about Redtail Technology?** There isn't a way to schedule reminders for specific things like policy anniversary, which is frustrating. Also, I wouldn't say I do not like that it looks relatively outdated. **What problems is Redtail Technology solving and how is that benefiting you?** Quite frequently, the site goes down, and I cannot log in. It doesn't last very long, but it is an inconvenience. It is beneficial to be able to add notes and attach documents to those notes! ### 5. The software with which you can increase your sales effectiveness in record time. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2021 **What do you like best about Redtail Technology?** The platform is distinguished by the tools of customer data control that allows an impressive content management and marketing on the web, able to support with impressive techniques for business monitoring, prioritized monitoring of user expenses ratified by adjusted purchase orders, mediation of scalable documentation schemes, workflow traffic network assignment reporting of technical messaging notifications in real time, perfected performances for robust presentation navigation, operational management of dial-up interactions by email, make greatly balanced economic operations in my company by its fast modular interface of digital action unification. **What do you dislike about Redtail Technology?** Redtail crm software has some poor methods of tracking customizable report presentations, where its accumulation of analytical loads and network positioning is disproportionate because it does not have the precision of qualified algorithms for the opening of message sending channels, having to manage a moderation of intuitive procedures to master this aspect of operational management, shaping better dimensions of understanding of route analysis within my company for the relationship between customers which would maintain a strategic coordination for the delivery of content in real time, enabling the performance of internal queries, necessary for this programming generates a successful course within my company. **Recommendations to others considering Redtail Technology:** A distinguished process of automatic recommendation is concentrated by Redtail crm software, an incredible manager of alterations and modular changes of aspects of digital sales, manager of independent sales flows, web marketing organizer, simplified of opening channels of segmentation of sending data in the cloud, management of scalable advertising solutions, import of adjustable economic report auto-saving formats, systematization of enriched procedures for customer service, customization of message sending support through artificial intelligence assisted formats, professional computerized sales sequences make this customer-oriented reference server recommendable. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail crm programming has in its possession an operational sequence of prioritized uses of tools for the understanding of customer service in a professional manner, management of digital messaging through e-mail, assisted negotiation implementations, use of differential marketing through organization of multimedia content, synchronization of user accounts according to their frequent purchase interests, monitoring of customer profiles for knowledge of sales positions, payment reconciliation through bank credit integrations, maintenance of order reminder sequences, financial statistics dialing, prioritized arrangement of simple search contacts are among the uses designed for this application. ### 6. Great CRM. Prefer it Over Salesforce. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2020 **What do you like best about Redtail Technology?** Our firm started using this CRM in early 2018 and we moved from Salesforce. It was recommended to us by the broker dealer we previously worked with because Redtail was promise to better for a financial and insurance services firm, which after using for almost 3 years, I have to agree with. Storing policy data is more seamless and fits us better. Salesforce seemed more like a general CRM. **What do you dislike about Redtail Technology?** I dislike that we can't integrate Redtail with Wealthscape or other programs that hold our brokerage and/or insurance. That way data from all the accounts could be viewed in the CRM instead of manually entering the data. We shouldn't have to require an assistant or intern to sit down for hours to manually type every policy's account number and I thought the method we used to input data (manually write a spreadsheet) was primitive. **Recommendations to others considering Redtail Technology:** Please allow the CRM to be integrated more easily with other programs like Wealthscape and Morningstar. It would make things more seamless and easier to complete with wasting time on manually entering data. **What problems is Redtail Technology solving and how is that benefiting you?** We solved issues we've had with organizing data and finding account numbers in our book of business. Previously we referred a thousand page PDF file where we would press the "control + F" button to search for clients' names and find their accounts, which was completely primitive and a waste of time. Redtail has made it easy to find those account numbers, look up client profiles, store documents and notes that other employees can look up and to find what coworkers are working on related to certain clients if s/he isn't available. It's an extremely helpful tool. ### 7. Redtail is my CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob S. | Advisor/Client Support, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** The program is very functional. Any needs of documenting information are right at your finger tips. It is also cost effective in terms of time. I'm no longer having to transfer and format information from one place to another. It is also fun to use! I enjoy the layout, the colors, and the myriad of resources available to me. The tutorials were really helpful getting me acclimated to the site. Without the guidance of those instructors, I think I would be on the phone with customer service more than I would like. **What do you dislike about Redtail Technology?** I have to manually override the workflow because the system can't tell that the workflow are related. I also don't like the way reporting is done. If I want to count total clients (husband and wife for instance) I have to export the data, print it out, and count both people together. This just seems like more work than it needs to be. I also don't like the organization of the homepage. I don't like having the events in a small boxes. They need to pop out on the screen more. **Recommendations to others considering Redtail Technology:** Use ALL of its available features. Attend a seminar where their trainers walk you through all of the tips and tricks to get the most of the site. I was able to learn a lot through the actual doing of the work and activities. Also make sure to utilize the tutorials and how-tos which have me so much more confidence to start using the program. **What problems is Redtail Technology solving and how is that benefiting you?** How to be more efficient in solving problems and getting client projects done. I'm enjoying the process of streamlining all of my client interactions so that once a task is completed it knows exactly what workflow to choose next. I'm also moving away from the pen and paper method of documenting. I can create follow up activities based on the notes that I've taken for clients. ### 8. Information at my fingertips. **Rating:** 5.0/5.0 stars **Reviewed by:** Stacie R. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** Redtail is so easy to use. It has a significant list of integrations that make workflows seamless. One integration I use daily is with Office 365. It takes the mobility already offered by Redtail to the next level. I can now run the office from my phone if needed. I have immediate access to information when needed. Redtail is the first thing I open when a client calls. It gives me a quick overview of where we are with a client and if anyone else in the firm needs anything from them specifically. It allows me to personalize my call when I know what is going on with them. Notes are invaluable. **What do you dislike about Redtail Technology?** I wish there was a way to correct notes. Or give us the ability to add a follow up to a note after you hit save. Often I find that I have forgotten to click the box for a follow up and now don't have that note attached to it. I understand that this is a compliance issue but it would be nice to fix errors. Maybe some sort of time limit. Like within five minutes of adding the note. **Recommendations to others considering Redtail Technology:** Make sure that information is completed to the fullest. Having incomplete information in the system will slow you down. There are many ways to edit lists. Try to attend a Redtail University as soon as you can. It is very helpful when setting everything up and will alleviate many unnecessary changes in your future. **What problems is Redtail Technology solving and how is that benefiting you?** It saves time and allows us the confidence to know that things are being tracked correctly. Compliance is one of the main aspects of my job. I am in charge of making sure everything gets recorded or archived. Redtail allows me to keep everything in one place. As they say "If it isn't in Redtail then it didn't happen". ### 9. Great CRM Program! **Rating:** 4.5/5.0 stars **Reviewed by:** Heidi M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** My favorite part of Redtail is the Reporting Feature. It is very user friendly and makes efficiency a priority in the office. It is helpful to have a one-stop shop for all our clients details. The Customer Service is always available and helpful. I also throughly enjoyed attending the Redtail University last year. It showed me things I was not aware of. **What do you dislike about Redtail Technology?** The only downside I have seen thus far is two things (mainly by users). If someone doesn't know how to correctly use the program, it makes it difficult to use Redtail correctly. I have difficulty with the Clean Up of the CRM. The other is when transferring in contacts from another program like "Pareto", we lost a lot of information or started getting duplicate information. **Recommendations to others considering Redtail Technology:** I highly recommend it to other users. The training opportunities and the highly helpful Customer Support team are very knowledgeable and efficient. It's been a great addition to our company. I also highly recommend viewing their helpful training videos and attending a Redtail University. **What problems is Redtail Technology solving and how is that benefiting you?** The Workflow manager, E-mail Marketing, Bulk Actions Tool and the Reporting Tools help greatly with productivity in the office. The different search features (Keywords, Tag Groups, UDF's, Etc) make it easy and less time consuming to send out mass information to the right people. We use it for our Client Events and Reminders a lot. ### 10. Redtail is tail-wagging great! **Rating:** 4.5/5.0 stars **Reviewed by:** Adrienne W. | Human Resources Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** The items that I like best about Redtail are the easy to use system, responsiveness of the support team, and the overall design of the platform. Since day one at my current company, Redtail has been so easy to use. We have a whole handbook dedicated to our Redtail design. Whenever I have an issue or questions, trainers and support staff are quick to respond and continue to check on the problem at hand. After attending RTU, I was pleased that whenever I was scheduled with a trainer, I knew who that person was. The overall design of the platform is also incredible. Nothing flashy and over the top. I also appreciate the responsive design if you zoom in or out on your desktop browser. **What do you dislike about Redtail Technology?** When there is an error in the system or an overall issue, there is never a prompt notice to users that there is a bug. The pink unicorn, while unique, is scary looking! I don't know if this was by design, but he is not pleasant. I wish there was an alert or a banner that would display whenever there was an internal or external issue that caused the system to slow down or even not respond. As a member of LPL Financial, there is an issue with syncing Redtail calendars with Outlook calendar. Something to with who is hosting our email, there has always been an issue with tracking client emails and syncing with the desktop outlook app. **Recommendations to others considering Redtail Technology:** I would highly recommend REdtail as your CRM. They provide yearly conferences to meet with other users to learn more about the system. THis is also a great opportunity to put a face to the staff that helps answer your questions. If you are going to use it, i suggest doing it in waves. Don't jump into the deep end without first learning how to swim.. menaing don't use all the features all at once. Learn what will serve your buisness the best and go from there. Watch the training videos and seminars. attend RTU to learn more. **What problems is Redtail Technology solving and how is that benefiting you?** With Redtail, we are able to better communicate as a team. As a practice, we look at everyone's calendar to know where someone is and what type of meeting or appointment they are attending. The colors in the calendar section make is easy to quickly determine what type of activity someone is handling. Also, as the person in charge of events, I love the seminar section and how easy it is to track attendance and guests in one spot. ### 11. Very helpful and powerful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Josh S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** Redtail is the center of our office. We use it for everything we do. I can't imagine how our office would function without it. I like how it updates in real-time and can be accessed from anywhere, including a mobile device. I like that it integrates with the other software that we use, so we never have to worry if things are up to date. The service team is very helpful and always gives great suggestions to whatever problems are arising, and the live training is really great as well. **What do you dislike about Redtail Technology?** It can be a bit difficult to learn certain items. Also, communicating and getting the team on board with new initiatives can be tricky. The biggest struggle I have had is integrating the calendar with external calendars. There is a new feature that does this, but it hasn't always worked perfectly for me. I wish that Redtail had a built-in scheduling program similar to calendly, or just integrated with calendly better. Redtail does offer a lot of great training, but sometimes it feels overwhelming because of how much it does. **Recommendations to others considering Redtail Technology:** Do it! Also, never hesitate to call for help. **What problems is Redtail Technology solving and how is that benefiting you?** Tracking everything. Client meetings, notes from meetings, RMD, reminders, insurance policies. We also use workflows to help ensure we handle tasks consistently. We use it to categorize clients and ensure that tasks are being handled properly across the firm, regardless of who is doing the task. We also use it to track prospects and make sure opportunities are being followed up on, and not falling through the cracks. ### 12. Outstanding CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Andre M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** Redtail is very user-friendly and robust. Our former CRM was clunky, antiquated and slow. Redtail changed everything for us and we are so pleased with our decision to go with Redtail. We've been users for nearly 15 months and we couldn't be more pleased. Our business runs smoother and we have been much more productive. We would encourage all to give Redtail a try. **What do you dislike about Redtail Technology?** We have a few issues with documents that are attached to a task being saved to a client file automatically. That does cause us a few challenges. We would like that to be an opt-in or out option instead of automatically saving each document attached to an activity being saved to the client file. **What problems is Redtail Technology solving and how is that benefiting you?** Time-management. Role and responsiblity delegation and follow-up. Tracking. Workflow management. Our entire level of production has increased by using Redtail. ### 13. Redtail has been a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Julie F. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** Being able to have multiple offices and everyone having access to the same information. **What do you dislike about Redtail Technology?** That Redtail Imaging does not have an alphabet "task bar" that can be clicked to get to a section of the alphabet faster. **Recommendations to others considering Redtail Technology:** Really work the 30 day trial hard as it is worth it. You will know if you like it if you spend adequate time in the trial. **What problems is Redtail Technology solving and how is that benefiting you?** All documents are digital and accessible from any location. No more storage needs for paper files. Financial Adviser is completing notes on time. We can communicate and set tasks/follow ups for each other in an efficient manner. Report generation based on data. Ability to pull mailing lists and labels. Ability to have templates. ### 14. Redtail is Amazing!! **Rating:** 5.0/5.0 stars **Reviewed by:** Martin J. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** The way you can assign tasks to individuals. Makes things so much easier to organize on a daily basis. Keeps appointments on schedule and makes them easier to be able know what is going on pithing the appointments themselves. We use the AUM to keep tract of incoming assets so that we know at all times roughly how much we have in AUM. WE enjoy that when a client does a riskalyze assessment, it automatically shows up in the client notes. **What do you dislike about Redtail Technology?** The data feed for the AUM does not always link up annuities which can be a pain to view clients portfolios. We would like to have redial possibly sync with individual annuity companies to see truly what AUM we have/ We try to use the data imaging but find it that we don't always remember they were upload. **Recommendations to others considering Redtail Technology:** Redtail is designed as a template, but depending on your individual work environment, you may have to tailor to fit your needs. But it does work!!! **What problems is Redtail Technology solving and how is that benefiting you?** Time management, getting tasks done quickly. We may have as many as 6 appointments in a day, so the fact that redtail has integrated with note taking services means a lot to us. There are many times that these services allow us to put in notes in as little as 5 minutes, which redtail then intergrates. That can save us a lot of time trying to remember what the appointment was about. We also enjoy the calendar portion of the redtail. This allows us to see what appointments we have coming up or what tasks we need to get done. ### 15. user friendliness. **Rating:** 4.0/5.0 stars **Reviewed by:** Anney H. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2020 **What do you like best about Redtail Technology?** Advance search, import into excel, doc.. **What do you dislike about Redtail Technology?** Cannot import excel file to the Redtail ourselves. **Recommendations to others considering Redtail Technology:** I would like to see a documents on the same page with the client information. Without clicking on the side bar. Also, I would like to use RedTail for prospecting. It lacks features for prospecting. Its very easy to use. The import feature works very well. You can search form thousands of record in a matter of second by using advance search option. Learn to record everything and you will see how it will help you ans save a lot of time. The option of making quick list and tag groups is awesome. You can easily divide large number of data by making tag groups. I went to the Redtail training last year and recommend everyone to attend it who is using RedTail. I have learnt so much with the instructors over there. They have excellent support team. I always get my quarry answered with in an hour. One time they spent 2 hours with me on phone. I find their support team is one of the best so far. If you are in a financial industry I would highly recommend RedTail because it is specifically made for you. You will find almost all the feature you need. You can combine with other soft wares as well which is a great feature. I tried Marketing Pro that worked pretty well for me. **What problems is Redtail Technology solving and how is that benefiting you?** Saves time. All the client info in a click. ### 16. Redtail CRM has been a lifesaver. **Rating:** 5.0/5.0 stars **Reviewed by:** Brooke S. | Client Liaison/Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2020 **What do you like best about Redtail Technology?** Redtail is easy to navigate and easy to use, no matter your experience time with it. **What do you dislike about Redtail Technology?** I think that the only thing I dislike is the logout feature. After so long of being in an inactive state, Redtail logs you out. It also doesn't recognize when you have Redtail logged in, and open another tab in the browser. You have to log in when you open a new tab. I also like that we didn't know about the phone extension option when we went with Redtail. Having the ease of accessibility and full record of calls from clients within the client profiles is great! **Recommendations to others considering Redtail Technology:** Allow browser to recognize when a Redtail tab is already open so it does not prompt user to log in again. It can become very frustrating to continue open tabs and have to log in each time. I think it would also be beneficial to upfront provide information regarding phone extension. I assume that there are many other financial professionals that would appreciate the ease of accessibility of having a phone extension to record all of the data when clients call in and have a full record of that within the client profiles. **What problems is Redtail Technology solving and how is that benefiting you?** I am able to use Redtail extensions to import contacts daily into my Outlook email, which is beyond helpful. I can access Redtail on my phone where as other CRMs I have not had the ability to do so. Redtail provides extensive and in depth training to users, both new and experienced to further assist in the accessibility and usage of the CRM. ### 17. Robust CRM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 29, 2020 **What do you like best about Redtail Technology?** This tool is incredibly robust. Offers reports, CRM management, email capture and many other amazingly convenient operations. Plus the customer service is outstanding and that in my opinion is what makes or breaks the software. **What do you dislike about Redtail Technology?** There is nothing that I dislike about Redtail CRM **What problems is Redtail Technology solving and how is that benefiting you?** We are the financial investment/planning industry and we can capture all our information for the client, attach documents, and integrate with other programs we use daily. It is exceptional. ### 18. Redtail CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Genesis F. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2020 **What do you like best about Redtail Technology?** I love the convenience of adding more than one user to an activity at a time, allowing all to view what is going on. As well as the speak feature to allow compliant text messaging between clients and coworkers. Batch emailing is also a very useful tool to have once you get it set up. The personalization is endless for most features which makes it so much easier to work with. I really enjoy linking notes to an activity which shows you time, date and who wrote the note so you don't waste time asking who did what. **What do you dislike about Redtail Technology?** The batch reports are not very user friendly at this time and are very limited. It would also be nice if you could link more than one contact to a folder in redtail imaging for clients that are married and have joint accounts. It's inconvenient that you have to choose between one or the other when saving files. **Recommendations to others considering Redtail Technology:** Set a cut off date for old CRM and stick to it. Ask lots of questions and don't be afraid to play around and explore redtail. **What problems is Redtail Technology solving and how is that benefiting you?** It makes it easier to review notes specifically for that activity as well as who left the note. Adding accounts and documents to an activity saves time hunting for things. After doing some training with Lisa I realize it's much easier to do reports when status and categories are set up. Adding and removing status and categories are easy and we can color code the calendar and personalize our preferences. Lisa was so wonderful and very patient going through everything with my team as well as having the phone conversation written down as there is a ton of info to retain. ### 19. One-stop shop for all financial CRM needs **Rating:** 5.0/5.0 stars **Reviewed by:** Olivia S. | Volunteer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** RedTail Integrations have proven themselves to be the most beneficial part of this CRM program. There are so many options for outside services and applications that can link to RedTail, keeping all of your information stored in one place. **What do you dislike about Redtail Technology?** Sometimes the flow of navigation can be slow and inefficient. It can take a while to get used to mouse-click pathways. **Recommendations to others considering Redtail Technology:** Take advantage of the support desk! **What problems is Redtail Technology solving and how is that benefiting you?** Our firm has been utilizing Workflows very frequently lately. This is helping us to remain more consistent when doing client business by following various series of procedures that are provided to us in Workflows. ### 20. Director Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** Ease of use, tracking ability for follow up items, and mobile ability. No more daily downloading and reconciles, the companies that download are there and easy to link. Easier to create mailings. **What do you dislike about Redtail Technology?** I'd like to change the view and title or boxes of the account screen but it is set. Unable to receive all vendors figures for client accounts. Some difficulty remembering how to do some custom reports **Recommendations to others considering Redtail Technology:** I would recommend this to anyone who needs to keep track of their clients information and follow up on tasks to maintain great customer service. **What problems is Redtail Technology solving and how is that benefiting you?** Calendaring is much easier to view; we are all able to easily see the type of appointment that is set using color coding, mobile access is easier, easier to use overall for staff ### 21. Best customer service ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2020 **What do you like best about Redtail Technology?** RedTail CRM is intuitive and convenient and if there is anything that cannot be figured out it is very easy to access assistance and find a solution. **What do you dislike about Redtail Technology?** When you type in a name without attaching link to contact, the program will create a new user automatically which makes for duplicates. **Recommendations to others considering Redtail Technology:** Perhaps a bulk action for making contact information "primary". As well, to cut down on duplicates; perhaps placing a caveat when someone types in a name and doesn't click on the contact link below to connect it, which is what I find makes the duplicates. Thanks for considering! **What problems is Redtail Technology solving and how is that benefiting you?** The QuickLists and Tag Groups have been most beneficial with integrations for email lists to target specific audiences and clients according to their needs. ### 22. Easy-to-use Efficiency Booster **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2020 **What do you like best about Redtail Technology?** The usability of Redtail is leaps and bounds beyond my company's prior software. The look and feel is modern, simple, and user-friendly. Also, the service provided is fantastic. I am yet to ask a question or experience an issue that went unresolved. **What do you dislike about Redtail Technology?** There are a few shortfalls, but so far nothing beyond an inconvenience. For example, our old CRM color-coded employees on the schedule. Redtail cannot currently do this without needing a category for each employee. **Recommendations to others considering Redtail Technology:** It's great. Zero material complaints so far. I have personally also attended a Redtail University seminar, which was of great value. **What problems is Redtail Technology solving and how is that benefiting you?** Our scheduling is much better, as is the ability to connect account balances to clients. What we can see simply by pulling up a client's page is highly useful. The automations are very useful, and so are all the reports you can run. I know there are many other efficiencies we are also not even taking advantage of at this point. ### 23. Its an ok CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2019 **What do you like best about Redtail Technology?** Keeps very good records and is secure/compliant for our business. Very popular in our business and is very easy to train people how to use it. **What do you dislike about Redtail Technology?** It is very easy to train people how to use it because it is very basic. Doesn't really integrate with other technology that isn't commonly used in the Financial Industry. IE almost all current automating software. **Recommendations to others considering Redtail Technology:** It's not bad. It's good at keeping track of things but not much more. **What problems is Redtail Technology solving and how is that benefiting you?** It is very easy to pull up client or prospective clients records and notes of previous conversations. ### 24. Marketing Manager using Redtail CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Zachary G. | Digital Marketing Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2019 **What do you like best about Redtail Technology?** Scheduling is really fluid. We deal in financial advising and do a lot of scheduling. This is the only tool we schedule with. **What do you dislike about Redtail Technology?** The mobile app isn't great, and I find myself wishing the mobile app worked better for when I need to access the CRM on the go. **Recommendations to others considering Redtail Technology:** If you're looking for a "one-stop shop" in a CRM, this tool is incredible. The scheduling is great and the prospect tracker is great. In all honesty, its all around the best CRM i've used. **What problems is Redtail Technology solving and how is that benefiting you?** Scheduling is one of the biggest benefits. Also, tracking notes for clients and prospects has been great for a small team who uses the notes to keep track of where we're at. ### 25. After attending RTU I found this system to be my new best friend! **Rating:** 5.0/5.0 stars **Reviewed by:** Ann-Marie L. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** After integrating RT w/ Outlook I use the Activities and find them the most helpful. Workflows are also becoming essential to our day-to-day processes. **What do you dislike about Redtail Technology?** Human error when inputting client inform **Recommendations to others considering Redtail Technology:** Get it! **What problems is Redtail Technology solving and how is that benefiting you?** Follow-up activities have been key. I love I'm able to reschedule as needed when things haven't occurred...ie paperwork received from clients, transfers taking place, etc. ### 26. Convenience & Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Hannah T. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** We love using Redtail as a firm. It optimizes our processes and permits for us to collaborate in an efficient manner. We love UDFs and Keywords to better customize our usage of the software. **What do you dislike about Redtail Technology?** Data coming in from Black Diamond is lacking EXTENSIVE fields. We get an account number, account balance and holdings, but nothing on the registration, account display name, etc, which can make identifying the correct account time consuming. **What problems is Redtail Technology solving and how is that benefiting you?** Review material prep, review scheduling, tracking of transactions, new client onboarding, meeting notes, etc. Everything we do for a client lives in Redtail. ### 27. Game Changer for our office **Rating:** 5.0/5.0 stars **Reviewed by:** Christine P. | Director Of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** The comprehensive and amount of detail we can capture about our clients and have it stored in one area. **What do you dislike about Redtail Technology?** there are a few things that I would love if they could be a more customizable, for example, the next review first review section I had to come up with a time consuming work around to make it fit for the way we handle appointments. **What problems is Redtail Technology solving and how is that benefiting you?** keep track of little details that ultimately can enhance our client services. We stand out more when we can offer really personalized experiences for a large number of clients. ### 28. I like the platform and the layout/look of the CRM but wish it was more intuitive **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** The support team is accessible and I like the clear and easy lay out of the CRM **What do you dislike about Redtail Technology?** I wish there was a way to roll tasks over to the next day if they don't get done. The data breach last year was an issue as well and our company has since stopped putting data like SSN in the CRM **What problems is Redtail Technology solving and how is that benefiting you?** We're able to track communications with clients and have all their contact info and preferences in Redtail which cuts out added paper and saves time. ### 29. Great CRM system with simplistic interface and connectivity resources **Rating:** 4.0/5.0 stars **Reviewed by:** Eddie M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** I like that the interface is very user friendly for the end user, and also that it has seamless integration with third party vendors **What do you dislike about Redtail Technology?** I don't have that much that I dislike about the system; any issues that I've experienced have been resolved with routine updates **What problems is Redtail Technology solving and how is that benefiting you?** We have been able to more effectively categorize our office database, including clients, vendors, and COIs. Also, we've begun to digitize our workflow processes, to ensure routine procedures are in place and running smoothly. ### 30. Awesome tool for increased productivity! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2020 **What do you like best about Redtail Technology?** This CRM has been an absolute lifesaver for our firm. Not only can we keep a detailed listing of our clients and client touches, but we can expertly pull data, run reports, and use mail merges to effectively communicate. Love it **What do you dislike about Redtail Technology?** I haven't found a downside yet after using for 3 years. **What problems is Redtail Technology solving and how is that benefiting you?** We are solving our problem of effective document storage by using this platform to keep all of our records online instead of in s filing cabinet. ### 31. Great CRM, does exactly what I need **Rating:** 5.0/5.0 stars **Reviewed by:** Cindy C. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** Ability to customize fields for my needs **What do you dislike about Redtail Technology?** It is almost too robust! I feel like there is a lot I am not using but would definitely like to improve my knowledge. **What problems is Redtail Technology solving and how is that benefiting you?** Keeping up with tasks and ensuring they are completed ### 32. Great CRM but what about RMD? **Rating:** 4.0/5.0 stars **Reviewed by:** de c. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** integrative and intuitive, looks great s **What do you dislike about Redtail Technology?** 1. needs to be able to link more than one client to a folder in imaging. 2. no obvious RMD functionality despite being for RIA 3. needs cursor to home in search function 4. when entering text in the search bar, select text from drop down - should auto load that info instead of having to push enter after highlighting text in dropdown menu to select **What problems is Redtail Technology solving and how is that benefiting you?** see above ### 33. AMAZING! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** It's so easy to navigate and understand. I love how its not to cluttered with clickables and information. Its easy to find our clients and their information as well as store and hold everything we need to successfully keep our business going. **What do you dislike about Redtail Technology?** I wish we could group clients together a little easier as well as exporting lists **Recommendations to others considering Redtail Technology:** Its easy to use and there is always someone there to help you understand **What problems is Redtail Technology solving and how is that benefiting you?** communication with our whole team is easy when we all are using the CRM effectively. It has really helped our team work together and fix problems when we follow up with our notes and our processes. Everything runs so smooth. ### 34. Great Database **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** I like how it is very organized and user-friendly. **What do you dislike about Redtail Technology?** Not a Redtail issue, but my company's CRM is huge which makes the data a little cluttered. Now I am in the position to where I am cleaning out the data. **Recommendations to others considering Redtail Technology:** Make sure that you are specifying what data to input and to label things correctly. **What problems is Redtail Technology solving and how is that benefiting you?** I am making our database more organized so we can utilize the "advanced search" option for marketing use. ### 35. Helps Our Business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** We love using Redtail as it helps to keep everything in a central place and is easy to use. There are so many tools within the CRM that make life and busy so much easier. **What do you dislike about Redtail Technology?** The site takes a little time to load sometimes, but overall it runs efficiently. **What problems is Redtail Technology solving and how is that benefiting you?** With having multiple offices it helps to keep everything in a central place and all staff members all see the updates to client accounts. ### 36. Efficient, organized, and very much a must have **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer C. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2020 **What do you like best about Redtail Technology?** Keeps all pertinent information in one place, keeps us organized, and makes sure we never miss anything important. **What do you dislike about Redtail Technology?** Nothing much. It is a very useful platform. **Recommendations to others considering Redtail Technology:** Make sure to use the Annotations and Tasks. Also make sure to use the RedTail Imaging. Works very well together with CRM. You will not regret using this platform. It will change your business. **What problems is Redtail Technology solving and how is that benefiting you?** Keeps us on top of all activities. Keeps our clients happy. ### 37. best CRM ever **Rating:** 5.0/5.0 stars **Reviewed by:** dylan m. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** the people who support us from within the company **What do you dislike about Redtail Technology?** nothing really that we dislike just keep it up **What problems is Redtail Technology solving and how is that benefiting you?** We are having a much easier time running reports on our client base ### 38. Great Tool for Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Steve S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2020 **What do you like best about Redtail Technology?** I like that Redtail is always looking to improve both their products and their services. **What do you dislike about Redtail Technology?** Only when I get locked out of my account because of password issues. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail has allowed me to keep detailed information on a growing number of clients, and it helps to keep me in compliance by keeping track of what I cover with clients in meetings, phone calls or emails. ### 39. Redtail is Very Versatile and Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Nina S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** Number one benefit is that it is customizable to each user and as a whole. **What do you dislike about Redtail Technology?** At times, it can run a little slow during navigation **Recommendations to others considering Redtail Technology:** Use Redtail for a complete CRM **What problems is Redtail Technology solving and how is that benefiting you?** Having all the client information on one screen and being able to open up tabs in a new window helps with the various aspects of record management, completing and updating tasks, and viewing the calendar ### 40. Everything we were hoping and more! **Rating:** 5.0/5.0 stars **Reviewed by:** Holly D. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2020 **What do you like best about Redtail Technology?** Ability to track EVERYTHING at our firm. **What do you dislike about Redtail Technology?** Not much reporting can be done on seminars-- we would like to be able to pull reporting on seminars that crosses with activities-- so we can see how many from each seminar scheduled each appointment type! **Recommendations to others considering Redtail Technology:** Highly recommend it. Our productivity and efficiency has skyrocketed since we switched to Redtail. **What problems is Redtail Technology solving and how is that benefiting you?** Automation, workflows, reporting! ### 41. Great CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Lacy B. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** Ease of adding and searching for contacts. All of the great options to customize clients accounts **What do you dislike about Redtail Technology?** searching just for one name at a time when searching for clients the CRM brings up some prospects and family members **Recommendations to others considering Redtail Technology:** This is very user friendly and a great way to export client information **What problems is Redtail Technology solving and how is that benefiting you?** NO MORE ROLODEXES IN OUR OFFICE ### 42. Good for basics, was expecting more **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2019 **What do you like best about Redtail Technology?** the workflows keep me organized and I can easily change who needs to perform what task **What do you dislike about Redtail Technology?** The automation is weak and I hate how you have to do a broadcast email even if you just want to send one person a template email. Also, why wont redtail sync with the windows 365 mobile app? **Recommendations to others considering Redtail Technology:** Make sure you spend numerous hours on the help site watching videos and reading articles. They also have a Redtail University, I might check it out. **What problems is Redtail Technology solving and how is that benefiting you?** structuring my process to ensure people are taken care of ### 43. Works pretty well for us **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2019 **What do you like best about Redtail Technology?** We are a 2-person office, and Redtail keeps us rolling with tasks we can assign to each other, appointments that we can sync with our Outlook calendar, manages all of our business contacts, etc **What do you dislike about Redtail Technology?** There is functionality that we don’t really utilize, such as workflows. We get the concept, but the setup is a little complicated to make it work for what we need it for. **What problems is Redtail Technology solving and how is that benefiting you?** Keeping track of tasks to do is much easier. Also, keeping all our contact resources managed. ### 44. Redtail is Awesome! **Rating:** 4.5/5.0 stars **Reviewed by:** Julie F. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2020 **What do you like best about Redtail Technology?** Workflows, reports, and having everything in one place **What do you dislike about Redtail Technology?** That imaging doesn't have an alphabetical tool bar. **What problems is Redtail Technology solving and how is that benefiting you?** Everyone in each of our locations can access the same records and no mater where we are, we can access the records and information. ### 45. Redtail University **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler G. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** The ease of use of the platform, as well as the training. **What do you dislike about Redtail Technology?** The search function is a bit difficult to adapt to **Recommendations to others considering Redtail Technology:** Use it for all of your client needs **What problems is Redtail Technology solving and how is that benefiting you?** We are cleaning up bad data from other CRM's ### 46. Great for keeping client information together **Rating:** 4.5/5.0 stars **Reviewed by:** Terri C. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** Still figuring it out, so far the technical support has been great **What do you dislike about Redtail Technology?** I wish there were integrations with a few more companies so that I could pull off a consolidated report **What problems is Redtail Technology solving and how is that benefiting you?** keeping up with tasks ### 47. Best Ever! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2020 **What do you like best about Redtail Technology?** Extremely user friendly! Customer service is amazing. They are very responsive even to the smallest request. **What do you dislike about Redtail Technology?** Haven't found anything yet. It's super easy to use and makes my day to day workload easier. **What problems is Redtail Technology solving and how is that benefiting you?** Easily access client information while on the phone. No need to grab the paper file from another room. Makes keeping client information up to date extremely easy. ### 48. Choose Wisely **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2020 **What do you like best about Redtail Technology?** I like the way red sale integrates my phone app with my desktop CRM so easily. **What do you dislike about Redtail Technology?** I wish it could provide even more access through my phone app. **What problems is Redtail Technology solving and how is that benefiting you?** I am solving my compliance issues and all of the data gathering issues with red tail. Benefits I have realized our greater integration and organization for call lists. ### 49. Generally Useful. Requires a great commitment to solidify integration into daily work life. **Rating:** 3.5/5.0 stars **Reviewed by:** Brian C. | Marketing Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Redtail Technology?** Uses: Team communication, note taking, contact management. Have yet to utilize workflows, however, there is a practical use for them in our office. They also seem to be a way to help train new employees/interns. **What do you dislike about Redtail Technology?** It has not been easy to implement this as part of day-to-day operations in office. While its various integrations definitely help, it is sometimes easier to slip back into old habits. **Recommendations to others considering Redtail Technology:** Start implementing as early as possible, encourage old staff to begin utilizing (possibly even provide incentives). Standardize for office and for any new staff. **What problems is Redtail Technology solving and how is that benefiting you?** Inter-office communication can be streamlined when used properly and consistently. ### 50. Redtail for Retirement Plan Advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2019 **What do you like best about Redtail Technology?** The CRM is built specifically for financial advisors. They solve problems that other CRM's aren't solving. Also like integration of Outlook and Morningstar Office. **What do you dislike about Redtail Technology?** The reporting features can be a bit cumbersome and the workflow feature needs work to be usable. **What problems is Redtail Technology solving and how is that benefiting you?** Keeping track of staff and tasks on a daily basis. ## Redtail Technology Discussions - [Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?](https://www.g2.com/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts) - 1 comment, 1 upvote - [What is Redtail Imaging used for?](https://www.g2.com/discussions/what-is-redtail-imaging-used-for) - 1 comment - [View Redtail Technology pricing details and edition comparison](https://www.g2.com/products/redtail-technology/reviews?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-06-05+09%3A06%3A24+-0500&secure%5Bsession_id%5D=81adbad9-686d-4225-badf-cbdb90503266&secure%5Btoken%5D=20aa62d05274fdf6eaecc62b5526ae04b1d41a2f41050349fc5630e644564def&format=llm_user) ## Redtail Technology Integrations - [1st Global: Identity Server](https://www.g2.com/products/1st-global-identity-server/reviews) - [Asset-Map](https://www.g2.com/products/asset-map/reviews) - [Black Diamond Wealth Platform](https://www.g2.com/products/black-diamond-wealth-platform/reviews) - [Constant Contact](https://www.g2.com/products/constant-contact/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews) - [eMoney](https://www.g2.com/products/emoney/reviews) - [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) - [Envestnet Wealth Management Platform](https://www.g2.com/products/envestnet-wealth-management-platform/reviews) - [eWealthManager by AssetMark](https://www.g2.com/products/ewealthmanager-by-assetmark/reviews) - [FireLight](https://www.g2.com/products/firelight/reviews) - [GReminders](https://www.g2.com/products/greminders/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Jetpack Workflow](https://www.g2.com/products/jetpack-workflow/reviews) - [Jump](https://www.g2.com/products/jump-2025-03-13/reviews) - [Kwanti Analytics](https://www.g2.com/products/kwanti-analytics/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [MyRepChat](https://www.g2.com/products/myrepchat/reviews) - [Orion](https://www.g2.com/products/orion-2025-02-03/reviews) - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) - [Orion Compliance](https://www.g2.com/products/orion-compliance/reviews) - [Orion Planning](https://www.g2.com/products/orion-planning/reviews) - [Orion Risk Intelligence](https://www.g2.com/products/orion-risk-intelligence/reviews) - [RightCapital](https://www.g2.com/products/rightcapital/reviews) - [SEI Asset Management](https://www.g2.com/products/sei-asset-management/reviews) - [Tolerisk](https://www.g2.com/products/tolerisk/reviews) - [Zillow](https://www.g2.com/products/zillow/reviews) ## Redtail Technology Features **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization - Transactional SMS **Functionality** - Compatibility - Sort and Filter - Conversion **Management** - Disaster Recovery - Remote Backup - Storage Formats - Scheduled Backups - On-Demand Restoration **Content** - Automation **Usability** - Batch Handling - Automated Scheduling - Granular Retention Management **Reporting** - Activity Monitoring - Documentation - Alerts/Notifications **Reliability** - Cloud-to-cloud Backup - Address detection - Security **Security** - Data Encryption - Security and Compliance - Deduplication **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **SMS Platform** - Reporting - Automation - White Label - Text-to-Landline - Short Codes - API Integration **Agentic AI - Email Backup** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance - Decision Making **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Redtail Technology Alternatives - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews)