--- title: Redtail Technology Reviews meta_title: 'Redtail Technology Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 268 reviews by the users' company size, role or industry to find out how Redtail Technology works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 268 scale: '5' date_modified: '2026-06-30' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # 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 intuitive and efficient for managing client data. (83 reviews) - Users appreciate the **excellent customer service** and efficient system integration of Redtail Technology for their daily needs. (39 reviews) - Users value the **seamless integrations** of Redtail Technology, enhancing their experience and simplifying workflows significantly. (32 reviews) - Users commend Redtail Technology for its **excellent customer support** , appreciating quick responses and knowledgeable service agents. (25 reviews) - Users find the **initial setup easy** , enhancing their overall experience with Redtail Technology as a CRM solution. (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 the **missing features** in Redtail Technology, which limit efficiency and user experience. (18 reviews) - Users find the **limited features** of Redtail Technology lacking, particularly in search and direct calling capabilities. (12 reviews) - Users struggle with **integration issues** , finding it difficult to sync and customize systems like Outlook and Mail Chimp. (11 reviews) - Users experience a **steep learning curve** with advanced features, requiring additional time and support to master. (10 reviews) - Users experience **poor customer support** , often facing long hold times and complicated report filters that hinder usability. (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. Probably Didn't Use to it's Full Potential **Rating:** 3.5/5.0 stars **Reviewed by:** Magen S. | Client Services Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2019 **What do you like best about Redtail Technology?** It was easy to add clients and customer things like categories, status, etc. I also liked that you can add tags and link to events, **What do you dislike about Redtail Technology?** There was no automation. There's a possibility that I didn't do enough research into the platform and that campaigns could be built but it just wasn't something I had time for. Also, you could only add images to emails if they were found on the web; you can't import from your computer. **Recommendations to others considering Redtail Technology:** Watch videos to grasp the full advantages of Redtail. **What problems is Redtail Technology solving and how is that benefiting you?** A simple CRM to link clients/prospects to events and send our broadcast emails. ### 2. User-Friendly CRM with Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Mandy M. | Client Service Specialist, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2019 **What do you like best about Redtail Technology?** The customer support for RedTail is top notch. I recently had the opportunity to visit their headquarters and meet the staff. I can honestly say I've never met a happier, friendlier group of people! Speaking to the program itself, the interface is very user-friendly and easy to use. The company is always improving the program as well to take into account user requests and suggestions. I also love the integrations it has with other software we use such as eMoney. **What do you dislike about Redtail Technology?** The workflows could be built upon a bit more along with their automations but overall both of these areas have come a long way from where they were. **Recommendations to others considering Redtail Technology:** I would highly recommend RedTail for your CRM needs! **What problems is Redtail Technology solving and how is that benefiting you?** This program has allowed us to become much more efficient as a company. We can now see exactly where someone else has left off with a client, what everyone has planned for the day on the shared calendar, or run reports to get the whole picture for a set of clients. We use RedTail for mailmerges & labels each quarter as well as quicklists that we've saved so we can easily find a group of clients. ### 3. Simplistic CRM system **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2019 **What do you like best about Redtail Technology?** Low price and gets the job done. Keeps us organized **What do you dislike about Redtail Technology?** The system is unable to integrate into a holistic customer view **What problems is Redtail Technology solving and how is that benefiting you?** We help keep all our client profiles and notes organized w/Redtail ### 4. Not bad **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2019 **What do you like best about Redtail Technology?** You can seacrh using any criteria, phone, email, first or last name. Very useful when someone hasn't left all their info on a voicemail **What do you dislike about Redtail Technology?** The helpdesk doesn't have very good instructions **What problems is Redtail Technology solving and how is that benefiting you?** I'm learning how to send mass emails and streamline my work ### 5. In-House Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 27, 2019 **What do you like best about Redtail Technology?** There are many fields to supply input to, which makes managing data easy. **What do you dislike about Redtail Technology?** There are many integrations, however I wish it were easier to transfer info to softwares that aren’t integrated. **What problems is Redtail Technology solving and how is that benefiting you?** Easily managing customer information and exporting for other uses. ### 6. Nice to keep client profiles **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2019 **What do you like best about Redtail Technology?** It has a nice customizable calendar that makes scheduling and planning a breeze. **What do you dislike about Redtail Technology?** It doesn’t tell me if I made a duplicate of a persons profile. Would be a nice feature. **What problems is Redtail Technology solving and how is that benefiting you?** We use it to schedule clients and meetings. Also we make profiles of our patients and store information about them. ### 7. Best CRM I've used **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2019 **What do you like best about Redtail Technology?** It's simple and customizable. I like Redtail because it's so easy to keep my clients' information handy. **What do you dislike about Redtail Technology?** It's less user friendly than other CRMs I've used. **What problems is Redtail Technology solving and how is that benefiting you?** I like to have my clients' birthdays handy ### 8. We love Redtail! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2018 **What do you like best about Redtail Technology?** I love the layout and the ease of use of Redtail! We recently have started incorporating workflows and really like how they work. Keeping track of clients is so easy through RT! **What do you dislike about Redtail Technology?** Running reports on Redtail can be a pain and normally I have to call their support line to achieve what I'm actually looking for. This isn't an issue because the customer service is always top notch. **Recommendations to others considering Redtail Technology:** Redtail is really great to work with. We've swtiched broker dealers and it's been an almost flawless process changing over without losing any of our contacts. **What problems is Redtail Technology solving and how is that benefiting you?** Being able to keep clients, contacts, prospects, etc. all in one place has really helped us. Everything being in one place has really helped streamline our practice. We also use Redtail to store documents under contacts. It's such an easy process. The notes section on each contact helps with documenting any contact with the client and provides us with an easy way to look back at previous conversations that we've had. ### 9. The Best System to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2018 **What do you like best about Redtail Technology?** I love how organized this website keeps our company. You are able to create to-do lists, keep all documents safe and secure, make tasks for other workers, create flows. It is very easy to use and helps our company stay efficient. **What do you dislike about Redtail Technology?** I am not a huge fan of the household feature. Even though you create a household, it doesn't mean much other than they are linked so you can jump between each contact. **What problems is Redtail Technology solving and how is that benefiting you?** We are running way more efficiently. We can create a workflow which allows everyone to follow the trail of paperwork or contacting clients. ### 10. CRM that you really like **Rating:** 5.0/5.0 stars **Reviewed by:** Tia E. | IT Manager, Marketing and Advertising, Enterprise (> 1000 emp.) **Reviewed Date:** February 03, 2018 **What do you like best about Redtail Technology?** The service is simple in its work. You do not need to spend much time to start working. I like that often there are updates. Developers add new features and fix bugs. Good support service. Excellent reports, I can get exactly what I need. It's just as easy I can export a report to any format, that is convenient for me. You can group users and send them messages or attachments. **What do you dislike about Redtail Technology?** It would also be nice to have built-in support for the Google calendar. **Recommendations to others considering Redtail Technology:** If you are looking for not bad CRM, then this service will be good for you. Redtail CRM has a trial version, so you need to try it. **What problems is Redtail Technology solving and how is that benefiting you?** Our team is working in the management of finance and we needed a program that would allow us to do our work effectively. Redtail CRM helped us manage contacts, deal with data mails, and most importantly do it quickly and without errors. Also, we often use the calendar to plan meetings and manage our time. ### 11. The presentative and friendly software. **Rating:** 4.5/5.0 stars **Reviewed by:** Rueben O. | Key Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2018 **What do you like best about Redtail Technology?** I guess it is the most wonderful way to make lists from our information to build mail join. As for me, this platform is simple to use and it is always easy to train new team members on how to work with it. The system is very clear and organized. **What do you dislike about Redtail Technology?** Actually, I was thinking that I will have some problems with tracking system but I was wrong. I would like to tell you that we have a wonderful way of working productivity. Now I don't have any doubts to use it. **Recommendations to others considering Redtail Technology:** I really enjoy to work with this software and I will recommend it to you. The install is super simple for everyone. You will have all information and the ability to control and track your seminars and development in a single place. **What problems is Redtail Technology solving and how is that benefiting you?** We can receive a big helps to faster access every communication we need. We have an ability to the facilities to generate customer and account reports. Also, we can send a lot of messages and attachments to our clients. ### 12. Redtail CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Davielle B. | Marketing Assistant, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2018 **What do you like best about Redtail Technology?** The best feature I like is the ability to keep track of calendar events or daily tasks. If keeps me on track with the status of completion and logs items that have been completed. This ability is wonderful when it comes down to having a work review so I can show all of the work I've done. **What do you dislike about Redtail Technology?** Redtail CRM can be a little less user friendly when you first are getting to know the program, but with the video uploads available on their website helps redeem themselves after a while. **Recommendations to others considering Redtail Technology:** I would love the ability to make changes to the Calendar and it update to Outlook. I feel that it should be relatively possibly since you can already sync your Outlook Calendar to Redtail CRM already. My advice to someone who is new to Redtail, it's a must to watch the videos supplied on their website. It will teach you how to navigate through the program and give you quick tips and tricks to make your workflow faster and better. Most importantly, play around with the site on your own so you can get a feel for locating specific items. Determining our your company uses Redtail CRM, it's also essential to get proper training from an employee who is knowledgeable in the program. **What problems is Redtail Technology solving and how is that benefiting you?** I use Redtail CRM to keep track of clients in our firm. It allows to confirm their status within the company with the ability to log conversations and important information about the clients wealth/investments. ### 13. Make leading and archiving easy. **Rating:** 4.5/5.0 stars **Reviewed by:** Julio M. | Key Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 03, 2018 **What do you like best about Redtail Technology?** I was very much surprised at how easy it is to learn and use Redtail. Ideal interface for those who are new to CRM. It is very convenient that the service is available from any place where there is Internet. I really like working with a powerful and excellent customer management solution designed specifically for the financial company. The system has the ability to generate reports and create task lists. This allows my company to pay more attention to our customers. **What do you dislike about Redtail Technology?** It is possible that this problem only arose with us, but there were difficulties with the transfer of our data from our old CRM to Redtail. **Recommendations to others considering Redtail Technology:** If your company does not have broad financial capabilities, then Redtail is the most inexpensive service from CRM, and its multifunctionality is enough to meet your needs. The service will give you the opportunity to fully manage and save all the steps of the financial process. Easy to install, so you will not have any problems. I definitely recommend this. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail made it possible to make my company more organized. We have the opportunity to control all our documents. This software has a high level of security system. Our information is saved as soon as it enters the system. And none of the users can not accidentally delete something. This software is very easy to use, and it's easy for us to train new team members to use it. Redtail allows you to create reports to monitor and organize our interactions with customers. And it helps us to become better. ### 14. Excellent CRM, requires their customer service motto "data is only as good as the input" **Rating:** 4.0/5.0 stars **Reviewed by:** Elizabeth P. | Associate, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2017 **What do you like best about Redtail Technology?** The workflows and the automation - killer excellent benefits for our financial planning (fee-only) practice! I like the integrations and have only reached the tip of the iceberg with MoneyGuidePro integration. We also like that our emails to clients save and feed directly into each client/contact that we have an email address for on file. This way, for compliance, we have the entire email history record on demand and for new advisor on-boarding, each client has their own history to research and save on training time. **What do you dislike about Redtail Technology?** Getting the data clean and setup is a bit cumbersome. There is no "bulk edit" function. While I recognize for security purposes, updating the password so often is helpful, it can also be a real drag on our processes. **Recommendations to others considering Redtail Technology:** Get your firm using Redtail as your CRM as early as possible. The larger your lists to convert in, the larger the upfront work it will require for "clean data." The compliance factor: getting email addresses into the system as soon as possible for all clients and prospects will help with sharing client email across advisors and for any compliance history available as well. **What problems is Redtail Technology solving and how is that benefiting you?** Managing our entire client list, prospect list (which we then feed both email lists into Constant Contact), and I'd like to integrate with our inbound leads through AdvisorWebsites sometime soon also. We also solve the "where are we at with such-and-such client" problem, now both of our firm's advisors can login and see where we are with each client all the time, anytime. The automation will help us solve the problem of updating addresses and keeping data cleaner. ### 15. Good CRM that is constantly improving **Rating:** 3.5/5.0 stars **Reviewed by:** Megan M. | Group Retirement, Marketing, and Operations Coordinator, Investment Management, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2018 **What do you like best about Redtail Technology?** The ease of learning and navigating the program, the user-friendly look and feel, and the customer support **What do you dislike about Redtail Technology?** Importing large amounts of data is never accurate and it's sometimes difficult to build a report that gives you the exact information you need. There are too many fields, too many ways to go wrong. **Recommendations to others considering Redtail Technology:** It's not perfect, but Redtail is constantly tweaking and making improvements based on user feedback, so the improvements are actually helpful! **What problems is Redtail Technology solving and how is that benefiting you?** Excellent file storage and integrations with other programs and sites.The program is very good for dialing in specific niches of clients, but then it can be difficult to keep all the different niche groups, statuses, etc. organized. The calendar is my favorite feature; very easy to keep track of activities or follow ups. ### 16. Great program for call tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2018 **What do you like best about Redtail Technology?** Allows us to track every client conversation with detailed notes. Contact information is clear and concise and allows us to stay compliant with regulations. Keeps track of each interaction and also can hold all contact information for each client which can be integrated with our clearinghouse platform. The reminder function is critical for us in this business to keep us on top of things. **What do you dislike about Redtail Technology?** Would like to see notes all in one place instead of only showing the most recent when logging in. The dashboard can be a little more user friendly. **Recommendations to others considering Redtail Technology:** I would definitely say sign up for a free trial first like we did. This way you can evaulate it for 30 days and see if it fits your needs. For us, it has been very helpful. **What problems is Redtail Technology solving and how is that benefiting you?** We must stay compliant regarding documenting client interaction. This allows us to do so and also allows us to assign tasks to office staff. Streamlines daily work duties and we can track the stage where each item is and who it is assigned to. Can also keep track of new leads and set reminders to follow up with these new potential clients. The platform has allowed us to be more productive as far as assigning tasks to employees. There is no question now about "who did it and when" and this is important in a small office like ours. ### 17. Game-changer for small businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany M. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2018 **What do you like best about Redtail Technology?** RedTail gives us a easy-to-use interface to track our day-to-day operations. In a high-compliance industry, records are SO important, and RedTail has really improved our tracking systems! **What do you dislike about Redtail Technology?** I don't like having to open an attachment to view archived emails. The linked emails are AWESOME, but it is a pain to have to download a file to read what was sent in the exchange. We didn't used to have to do that . **Recommendations to others considering Redtail Technology:** Give it a test run! Get someone to walk you through the features to see how they can benefit your office. I'd recommend setting up workflows from the beginning so you can utilize them immediately. **What problems is Redtail Technology solving and how is that benefiting you?** RedTail is protecting us from action items falling through the cracks. In a small-office scenario, we don't utilize a lot of software, and manual entry was our norm prior to this CRM subscription. I can't say enough how it has helped us improve efficiency, delegate/separate tasks, and fulfill compliance requirements all at the same time! ### 18. Redtail **Rating:** 5.0/5.0 stars **Reviewed by:** dayna w. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2018 **What do you like best about Redtail Technology?** Very easy to use. User friendly for all staff. **What do you dislike about Redtail Technology?** There is nothing i dislike, the program works great. **What problems is Redtail Technology solving and how is that benefiting you?** Using as a client database. Very easy for all staff to use and access. Also makes address labels and other office needed things. ### 19. The perfect CRM for the busy Financial Advisor **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2018 **What do you like best about Redtail Technology?** One of the best attributes of the software are the integrations with other software programs. As an advisor, having everything in one place reduces the swapping back and forth time. **What do you dislike about Redtail Technology?** The mobile version is a bit wonky. While you do have access to information in a pinch, scheduling an appointment could be made easier. I would also like to see an appointment reminder scheduler become integrated. **Recommendations to others considering Redtail Technology:** Redtail is definitely a one-stop shop for Financial Advisors. The integrations are fantastic, and it seems they are working on more each day. We currently use Money Guide Pro as our planning software, and with the integration, the Redtail has with our custodian, and with MGP, everything syncs together, and existing data can be carried forward, resulting in much less data entry, and few potential errors. **What problems is Redtail Technology solving and how is that benefiting you?** I absolutely love the email templates that can be used. I can send out my various requests/reminders in a matter of minutes, whereas before I spent about an hour (sometimes more). ### 20. RedTail CCRM everything that you will need. **Rating:** 4.0/5.0 stars **Reviewed by:** Ying R. | CRM Consultant, Retail, Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about Redtail Technology?** In that software, I have all that I like and need. Firstable I like that it is very easy to use. Secondly perfect way of controlling all my clients. Good program for the financial area. **What do you dislike about Redtail Technology?** Till now everything is good. I don't have any doubts about how it works. Actually, I like that product. I see that it is good for my work. Makes my teamwork more clear and fast. **Recommendations to others considering Redtail Technology:** Great software which gives a good financial process with a powerful control of documents. Also, keep me to know all information about my customers. Simple of use. **What problems is Redtail Technology solving and how is that benefiting you?** For my company provides a financial process with a strong version for control documents from any computer. Good step for a safe. Makes our day more organized. ### 21. Redtail CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2018 **What do you like best about Redtail Technology?** Very simple and easy to use CRM. Easy to dig in without a lot of training. Tons of online demos and extensive reporting capabilities. Love the email syncing so I don't have to manually enter emails. Lots of forums for assistance plus great customer support. **What do you dislike about Redtail Technology?** Website is great, but the phone/tablet app is quirky. Many of the options available online are not available in the app. Sometimes travelling between timezones causes problems and the app can get stuck in the incorrect timezone causing scheduling problems! App must be reinstalled to correct. Workflows are a little tricky and not the most user friendly-great for tracking but very cumbersome. **What problems is Redtail Technology solving and how is that benefiting you?** Easy to track prospects and clients so tasks don't fall through the cracks. ### 22. Phenomenal Client Service **Rating:** 4.0/5.0 stars **Reviewed by:** Marissa M. | Executive Assistant & Director of Client Experience, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2018 **What do you like best about Redtail Technology?** I run my entire day out of Redtail and absolutely love that I can store, sort and customize all my client data. I also have the option to run quick queries, send instant personalized bulk emails and so many other customizable features. **What do you dislike about Redtail Technology?** It does not have the option to include any beneficiary information that may be integrated to LaserApp. This is a small nuance when integrating client information over to a New Account Form. **Recommendations to others considering Redtail Technology:** I would highly recommend this CRM system to other users in the Financial sector. With that said, I have never used SalesForce but am thoroughly pleased with the function of the Redtail and the phenomenal Customer support received every time. **What problems is Redtail Technology solving and how is that benefiting you?** This is our client database and company wide calendar system. Everyone has full transparency to one another's schedules. ### 23. Used as our Procedure Manual **Rating:** 4.0/5.0 stars **Reviewed by:** Krysta W. | Finance Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2018 **What do you like best about Redtail Technology?** Easy to find client information. Once workflows are set up, they are easy to follow! Also, just released the chat option (Speak) with team & clients within Redtail! **What do you dislike about Redtail Technology?** The search bar doesn't have a dropbox of options of clients/businesses as you are typing. That would be a gret feature to add. **Recommendations to others considering Redtail Technology:** The workflow system is great and the new Speak chat system is fantastic. **What problems is Redtail Technology solving and how is that benefiting you?** Workflows are used as our procedure manual per compliance. Syncing our client's accounts from Albridge is a great feature for wuick references. ### 24. Nice and Smooth **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2018 **What do you like best about Redtail Technology?** Ease of setup and use. Tech support is responsive. Data is easy to see and glean details from. GUI is self-explanatory in many ways. Feature rich for price point. Improvement for smaller firm over Salesforce. Glad we made the switch. **What do you dislike about Redtail Technology?** The process for getting customized reports set up is a little convoluted. Their instruction page is not complete on a few items, but there's enough info to get things figured out. **Recommendations to others considering Redtail Technology:** Do a trial run and play around with it. It could save you a lot of time and hassle over the other alternatives. **What problems is Redtail Technology solving and how is that benefiting you?** We needed something simpler than what's offered by Salesforce. Redtail is not meant for uber sophisticated users. It's geared more towards users who just want something to work out of the box. I imagine a lot of smaller firms would benefit from its simplicity. Where it lacks we fill in with other software. That's not a criticism, just an observation. ### 25. Redtail: Yea or Nay? **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2018 **What do you like best about Redtail Technology?** Redtail CRM has a clean look that previous CRM's I utilized lacked. You can pull all sorts of data from your contacts and sort them in hundreds of ways. **What do you dislike about Redtail Technology?** There is no place to see all your to-do's (activities & workflows tasks) in one place. The home page only shows activities due on today's date and you have to pull a report and filter it to see all active workflow task assigned to each user. **What problems is Redtail Technology solving and how is that benefiting you?** All of our SOP's are being built into workflows, whether active or for reference only. Being able to access these from any internet connection is very useful, especially for remote work. ### 26. Redtail Review **Rating:** 4.0/5.0 stars **Reviewed by:** Frances N. | Financial Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about Redtail Technology?** i like how i can aggregate my clients accounts in one place and how I can store client information in one system which gives me easy access to their information **What do you dislike about Redtail Technology?** i wish the notes were easier to read without having to click on it. i also wish i could keep a ruynning notes tab instead of individual notes i could have one note and add to it **Recommendations to others considering Redtail Technology:** great place to store client information and keep things organized, easy to use, support is great, easy to use mobile app for when you hvae a client meeting **What problems is Redtail Technology solving and how is that benefiting you?** organizing clients, storing files, remembering key dates - reviews, birthdays ### 27. We love Redtail **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2018 **What do you like best about Redtail Technology?** works with our Jive phone system, can click and dial direct from redtail, has a phone appt when you are out of the office, BEST way to keep your client information organized and details you could never capture before. Love how it reminds you about client birthdays and anniversary's etc. **What do you dislike about Redtail Technology?** The angry unicorn when you get an error, the Iphone app is cumbersome, although it has come along way. I would like to be able to do a better sort feature for the UDF's **What problems is Redtail Technology solving and how is that benefiting you?** Tracking RMD's, client birthdays, reg. client calls, organizing client events with seminars so we are more organized and efficient ### 28. Makes offices in multiple cities work more efficiently **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica Peck D. | Financial Planner, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2018 **What do you like best about Redtail Technology?** I like knowing that any of us can access the most current information and notes on our clients any time, any where. **What do you dislike about Redtail Technology?** I wish their mobile app was stronger. It has improved from where it was, in their defense. **Recommendations to others considering Redtail Technology:** The learning curve is not as bad as you might think, and totally worth it! **What problems is Redtail Technology solving and how is that benefiting you?** Redtail keeps our client data very current, and keeps us all in the loop ### 29. Excellent CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Gene S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2018 **What do you like best about Redtail Technology?** Redtail is simple to use, yet robust, and is a good value. **What do you dislike about Redtail Technology?** Sometimes the user interface will do odd things like jump around or hide information on the screen, but their developers are continuously improving it. **Recommendations to others considering Redtail Technology:** Works well for a small to medium size office. The most important thing is to make sure everyone uses it and everything gets entered in it. Get rid of the paper calendars. We are not able to use it to its full extent because our broker dealer compliance restricts some functionality. **What problems is Redtail Technology solving and how is that benefiting you?** We manage all aspects of our client relationships with it and it helps us ensure that nothing falls through the cracks. ### 30. Daily use for 2 years **Rating:** 2.5/5.0 stars **Reviewed by:** Christian W. | Office Manager, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2017 **What do you like best about Redtail Technology?** I like the ease of it. It is very easy to use and understand. **What do you dislike about Redtail Technology?** They changed the home page away from the daily notes. It sometimes has issues and we can not link clients to notes and activities. The price is a bit high for the lower quality that it is. **What problems is Redtail Technology solving and how is that benefiting you?** We were hoping to keep all employees in the office up to date on client appointments and tasks along with birthdays and anniversaries. ### 31. Redtail is for Everyone! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2017 **What do you like best about Redtail Technology?** I love the ease of navigating the CRM system. With CRMs that I have used in the past, none were ever of the caliber that Redtail is. It easily groups all of our clients and contacts, as well as account values and workflow tasks that would otherwise create the need for more paperwork. We have been able to use activities successfully to keep track of all of our new client appointments, follow up appointments, conference calls, and various other follow-ups. Having the calendar on Redtail also push to our linked Apple calendars has also been a huge help, as all of our appointments and activities integrate seamlessly. **What do you dislike about Redtail Technology?** I dislike the fact that in order to view a recently completed activity on any given contact record, you have to refresh the page to show it within the contact record. It is not something that immediately populates, so that is mildly troublesome, but nothing that is a huge issue. **Recommendations to others considering Redtail Technology:** Would recommend viewing the several tutorial videos that Redtail Support puts out regarding use of the CRM and how to best maximize the software for your particular office and how it compares with what you already have in place to determine if it would be worth making the switch. **What problems is Redtail Technology solving and how is that benefiting you?** We are now implementing the use of workflows in Redtail to help streamline tasks and processes as we gradually add more employees to our team. Previously, it was not a feature that we considered utilizing because there were simply not enough people to justify the use of a workflow when only one person was handling all tasks. We have now been able to break down our processes into 3 or 4 main ones, and have constructed corresponding workflows and tasks to assign to each of our team members. This also helps us from having to utilize the "Notes" aspect as much as we have been since there are now records of completed tasks within the workflows. ### 32. Good system, could be better **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2018 **What do you like best about Redtail Technology?** Redtail is easy to use, very basic. It has an app that I can uses on my phone and iPad. **What do you dislike about Redtail Technology?** Slow to update. Very minimal contact management capabilities. **Recommendations to others considering Redtail Technology:** Look closely. From what I see if you only need a minimum of CRM, this could work for you. I wish I had the opportunity to use Salesforce for comparison. **What problems is Redtail Technology solving and how is that benefiting you?** I use Redtail for contact management because my company chose it. I use it for scheduling and some contact information. ### 33. Almost there, but not quite **Rating:** 3.5/5.0 stars **Reviewed by:** Danielle S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2017 **What do you like best about Redtail Technology?** The client profiles. It is basically a one-stop shop for everything you need to know about them: general info (phone #s, emails, addresses), notes, upcoming/previous appointments, being able to link documents and related clients (like spouses and children) **What do you dislike about Redtail Technology?** I would like to be able to search other things in the search bar other than the actual names -- I.E. entering in a client ID, or a email, or a telephone number and having someone with the listed info be returned. It is frustrating to have to go into advanced search options to do this. **Recommendations to others considering Redtail Technology:** Good to use when you have several clients and prospects. You can tag them as different groups or separate them with reports based on various categories. **What problems is Redtail Technology solving and how is that benefiting you?** We are able to keep track of our client relations in an easy-to-use format. Knowing when client birthdays are happening is especially important for life insurance purposes. We are able to create and book seminars and know who, in general, is attending. ### 34. Easy to use for a financial advisor/stock broker **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 25, 2017 **What do you like best about Redtail Technology?** Unlike my previous CRM, which was an internal product for my previous large firm, Redtail is EASY to use! I can easily put client files, forms, etc into each client contact and they are easily retrievable. **What do you dislike about Redtail Technology?** I wish it connected to my trading platform of NetX 360, so that I didn't have to retype info after the client does activity. **Recommendations to others considering Redtail Technology:** If you're a financial advisor and subject to onerous compliance related recordkeeping. RedTail CRM will fit the bill. **What problems is Redtail Technology solving and how is that benefiting you?** I am able to slowly wean myself off of paper files using a reliable CRM. ### 35. Excellent CRM for Financial Advisors **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2018 **What do you like best about Redtail Technology?** Redtail does a great job of maintaining a database of our contacts and clients. It's search feature is very powerful. **What do you dislike about Redtail Technology?** I wish the workflows offered more features. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail keeps a log of all emails sent to/received from clients. ### 36. Redtail Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2018 **What do you like best about Redtail Technology?** Keeps track of clients very user friendly **What do you dislike about Redtail Technology?** The calendar does not sync with Outlook **Recommendations to others considering Redtail Technology:** Keeps track of the clients, and organized with reports and log in clients wealth and information. The calendar can track when the client has been to visit and follow up tasks attached to each individual client. **What problems is Redtail Technology solving and how is that benefiting you?** Running reports, keeping track of clients and information ### 37. Redtail Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2018 **What do you like best about Redtail Technology?** Very intuitive. Easy to navigate and use. Workflows! **What do you dislike about Redtail Technology?** Tasks are easy to accidentally not save and even when you are working on a task you need to remember to change the category for each note you input instead of it defaulting to whatever the task category is..minor but annoying. **Recommendations to others considering Redtail Technology:** Watch tutorials,. **What problems is Redtail Technology solving and how is that benefiting you?** Organizing Clients, scheduling meetings, managing to-do list. ### 38. Using redtail for client and operations management **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher C. | Financial Advisor, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2017 **What do you like best about Redtail Technology?** its simplicity. Redtail has such a friendly user interfaces and makes working with it very easy **What do you dislike about Redtail Technology?** certain tasks or activities require pages to be refreshed which can be frustrating and time consuming **What problems is Redtail Technology solving and how is that benefiting you?** we use this to help manage operational tasks but creating workflows for different departments to ensure every step of the way gets completed ### 39. Redtail is great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2018 **What do you like best about Redtail Technology?** Ease of use, ease of updating, and the wrokflows are very helpful. **What do you dislike about Redtail Technology?** User defined fields need to be slimmed down, mapping from Goldmine was poorly done. **Recommendations to others considering Redtail Technology:** Be careful when converting from a different CRm. This was the only disappointment so far. **What problems is Redtail Technology solving and how is that benefiting you?** Storing data all in one place, including uploading pertinent documents. ### 40. Redtail is a great way to keep track of client contacts **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2017 **What do you like best about Redtail Technology?** Redtail is cloud-based, so we don't need to worry about updating our software application. **What do you dislike about Redtail Technology?** I wish there was a way to integrate my Google for Business (G Suite) calendar and G Suite-hosted email with our Redtail customer database. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail is used to keep track of all client data and track client open tasks. ### 41. Great CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2018 **What do you like best about Redtail Technology?** This program integrates well with many other platforms. It provide powerful tool to manage client contacts and workflows. **What do you dislike about Redtail Technology?** Some functions aren't nearly as easily accessible as they should be (such as delete function). **What problems is Redtail Technology solving and how is that benefiting you?** Client Management ### 42. way better CRMS out there for even free **Rating:** 1.0/5.0 stars **Reviewed by:** erik r. | Account Manager, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Redtail Technology?** the best feature is setting tasks which is sad to say **What do you dislike about Redtail Technology?** appearance is dated and is not user friendly/ not enough options **Recommendations to others considering Redtail Technology:** find a better crm that allows customization and utilizes more syncing options **What problems is Redtail Technology solving and how is that benefiting you?** market info is useful ### 43. It's OK **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2018 **What do you like best about Redtail Technology?** Overall the system was easy to navigate and easy to use. **What do you dislike about Redtail Technology?** The technology was a little behind for a long time. It also had a lot of technical issues. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail was a good place to house client data. ### 44. Switched to this, very satisfied **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2017 **What do you like best about Redtail Technology?** Switched to this from a different CRM and am very impressed. Easy, simple to use, forward features that professionals and newbies are able to navigate. **What do you dislike about Redtail Technology?** Having to manually enter some of the information from old CRM. Cost is a bit high. **Recommendations to others considering Redtail Technology:** It is expensive and definitely has some organization skills to spruce up on, but overall, it is a good tool for client interactions and documentation purposes. **What problems is Redtail Technology solving and how is that benefiting you?** More user-friendly than other CRM software that we've used. More capable with comments and notes. ### 45. Redtail is effective in compiling client's personal and financial. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2018 **What do you like best about Redtail Technology?** I like that you can receive downloads automatically from various investment companies and are also able to enter other accounts manually. **What do you dislike about Redtail Technology?** I do not like that the accounts that are downloaded only show account values for one day and not previous values. **What problems is Redtail Technology solving and how is that benefiting you?** We compile reports to help analyze client's financial situations and also use workflows to keep track of important tasks, ongoing and completed. ### 46. Redtail is a very friendly tool to use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 08, 2017 **What do you like best about Redtail Technology?** I love the simplicity of the dashboard. It is very user friendly and easy to gather customer data. **What do you dislike about Redtail Technology?** This was not the best software to use for our very large business, but it would be great for a smaller office. **Recommendations to others considering Redtail Technology:** This software was ultimately too small for the scale of which we wanted to operate on. However I will keep it in mind for my personal business use cases, as it would work great for a smaller business. **What problems is Redtail Technology solving and how is that benefiting you?** Accumulating all data into one place, creating a CRM rather than separate pools of data ### 47. Powerful CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2017 **What do you like best about Redtail Technology?** Redtail is great at keeping all of our contacts in one central location while keeping real-time account information and details. **What do you dislike about Redtail Technology?** Would like the workflow feature to be more extensive and flexible. **Recommendations to others considering Redtail Technology:** Would highly recommend to anyone looking for a new CRM. **What problems is Redtail Technology solving and how is that benefiting you?** Redtail helps in providing an efficient location to store all of our data in one place. ### 48. Clean CRM with Speak Chat Feature **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2017 **What do you like best about Redtail Technology?** The Speak feature is my favorite part of Redtail. Clients can send texts right into Redtail's CRM. It's awesome. **What do you dislike about Redtail Technology?** It would be nice to have text forwarding from your cell phone to the CRM or vice versa. **Recommendations to others considering Redtail Technology:** CRMs can get complicated. The nice thing about Redtail is how clean and user friendly the interface is. The Speak feature is also really useful and a differentiator of other CRMs. **What problems is Redtail Technology solving and how is that benefiting you?** Managing client relationships is much more casual with the ability to respond to texts. ### 49. Good concept, poor execution **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2017 **What do you like best about Redtail Technology?** The idea of this app is a crucial to a successful lifestyle has the potential to be great but needs more development **What do you dislike about Redtail Technology?** The interface is lacking appeal, it logs out the user which is inconvenient on iPhones it said to work better but on Androids this is not the case. **What problems is Redtail Technology solving and how is that benefiting you?** On an organizational level this app is very useful ### 50. Redtail CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Redtail Technology?** Appointment scheduling Calendar functions Email **What do you dislike about Redtail Technology?** Exports to different cloud storage such as icloud or google contacts. **Recommendations to others considering Redtail Technology:** One of the best CRM software programs in the industry with multiple integrations. **What problems is Redtail Technology solving and how is that benefiting you?** Exports to cloud storage Ease of scheduling appointments ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-04+23%3A44%3A04+-0500&secure%5Bsession_id%5D=c433cc59-3b20-4305-8445-18024f0ff8e3&secure%5Btoken%5D=353c4fba3dabb8fe0d7c62b4b38491a8183bb7b6f28a257937f999b4c38550a6&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) - 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[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 - 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