Video Reviews
Redtail Rocks!
183 Redtail Technology Reviews
Overall Review Sentiment for Redtail Technology
Log in to view review sentiment.
Redtail is very user friendly and has a lot of the things I need to easily record work items, emails, calendar, etc. Review collected by and hosted on G2.com.
Not easy to pin notes or save important info at the top, where you can find it easily for new hiresl Review collected by and hosted on G2.com.
It is useful to document activities with clients. It's especially helpful when I can dictate the notes into my phone Review collected by and hosted on G2.com.
I do not understand about the training component, so I likely am not getting the full value for my money. Review collected by and hosted on G2.com.
I enjoy RedTail vs others like Salesforce. It is less bulky and smoother compared to the larger, more streamlined CRM softwares. Review collected by and hosted on G2.com.
Could have a more friendly UI. Updating that would make it even better. Review collected by and hosted on 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 Review collected by and hosted on G2.com.
I am not a fan of the opportunities tab and believe it needs updating Review collected by and hosted on G2.com.
It integrates with all the systems I need it to and they're always looking to get better Review collected by and hosted on G2.com.
There isn't anything I would change personally Review collected by and hosted on G2.com.
i likehow its intergration with Zapier. I enjoy that it connects to levitate and zimbra and helps create work flows and systems. Review collected by and hosted on G2.com.
The bad part you can't add bulk contacts which is terrible for those of us who gather leads. Review collected by and hosted on G2.com.
I like the ability to make dosucmentation and notes regarding the clint. Family grouping is also an advantage. Review collected by and hosted on G2.com.
I wish the alarms would pop up wether on the site or off. Review collected by and hosted on G2.com.
Nothing, except the low cost. But you get what you pay for. Review collected by and hosted on G2.com.
SAVE YOURSELVES A NIGHTMARE AND AVOID REDTAIL.
We left Salesforce 1YR ago because our contract was up and were going to experience a big price increase. In hindsight, I would happily pay the increased price for Salesforce. I knew there were going to be some growing pains moving to Redtail, but thought they'd smooth out over time. They have not.... and frustration levels have increased 100x.
Redtail might be wortwhile if you are a 1-2 person business with zero technical ability and want a very, very. dumbed down out of the box CRM. If you want to do ANY bulk data import, customize layouts, or require bulk edits, Redtail is absolutely TRASH. You cannot do mass imports or mass edits on your own. You are forced to email Redtail support a "Spreadsheet" and have their techs do it for you. This is ridiculously cumbersome and makes you rely on Redtails crappy workload timeline. On top of that, you are extremely limited on what redtail offers for fields and layouts... which means you end up shoving data in fields that are labeled for other uses. Want to sync you CRM calednar with Outlook? Good luck. Redtails Retriever application created 1000's of duplicate calendar entries and essenttially rendered my Outlook calendar useless. I waited an hour for a person at Redtail to answer the phone, spent another hour explaining the problem, and I was told I need to "manually" delete all the duplicates. LOL. That would take days if not weeks of wasted time.Their support agents have dropped the ball on simple requests numerous times and do not have direct phone numbers to get contacted. They hide behind a general 800 number. Redtail has taken our overall business BACKWARDS and created more problems than solutions. Avoid like the plague.
To top it off, their server SUCKS and is extremely slow loading data. It also times out with error messages WAY too often.
Even with the massive work it takes to switch CRM systems, I will be movign our company away from Redtail at some point soon. Review collected by and hosted on G2.com.
The interface is very easy to use. Support is generally responsive and knowledgeable. Review collected by and hosted on G2.com.
Minimum customization. It is difficult to run reports or export lists. Review collected by and hosted on G2.com.
