Hands down, Redtail Technology is extremely user friendly and offers many features you didn't even think you needed until you start using it. Great system. Review collected by and hosted on G2.com.

There were a couple of features missing that would be geared to the financial space. Other than that, it meets all of the needs of a standard CRM. Review collected by and hosted on G2.com.

I like Redtail mail and Redtail chat. It helps to be able to communicate with clients throught the chat and the info is saved to their profile. The same for Redtail email - it saves the communication with the client for future reference and compliance reasons. Review collected by and hosted on G2.com.

I get logged out of the chat too often and have to re-log in alot which can be a pain. Review collected by and hosted on G2.com.

I have always enjoyed the service. Every company has problems sometimes however Redtail is responsive and their customer service is excellent Review collected by and hosted on G2.com.

I honestly cannot think of anything. I had Redtail as my CRM for 10 years and loved them. My BD wanted me to change to another company so I did. Finally i convinced my BD to move back to Redtail Review collected by and hosted on G2.com.

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

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

Redtail integrates well into our advisory team’s day-to-day operations. The advisors rely on it for client servicing and account management, and it helps them maintain structure in their workflows. It’s reliable for tracking client interactions and keeping detailed client notes. Review collected by and hosted on G2.com.

From a marketing standpoint, the tool falls short. The appointment workflows feel clunky and not intuitive, and the calendar integrations are limited. There are no robust settings for automation or reminder workflows, which makes it difficult to streamline marketing processes or manage recurring campaigns. As a marketing leader, I’d love to see more flexibility and automation built into the system to better support department-wide initiatives. Review collected by and hosted on G2.com.

the ability to handle our prospect/client needs

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

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

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

How well it integrates with other platforms like Charles Schwab and Levitate so the information can flow between each platform. Review collected by and hosted on G2.com.

Would like more click capabilities when running reports instead of typing what parameters are needed to run a specific report Review collected by and hosted on G2.com.

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

UI is not the most attractive, could have a little more aesthetic appeal, but function is more important than looks. Review collected by and hosted on G2.com.

Ease in getting some basic info in and updating it. Review collected by and hosted on G2.com.

I really wish the reminder system was more proactive and would generate emails vs having to live in redtail to try to find the info.

Overall cost is getting too high. Review collected by and hosted on G2.com.

Work flows are the best in the industry and I have used several CRMs. If you like checklists or organized processes this is the CRM for you. Review collected by and hosted on G2.com.

The pages can be sometimes long to load if you are pulling a lot of client information. Review collected by and hosted on G2.com.