I really like how easy Redtail is to use. I like how everything integrates. I like the different activities, workflows, accounts, notes, etc. Redtail is perfect for our boutique firm. Review collected by and hosted on G2.com.

I wish it was more customizable and I wish the integrations were more in depth. Like if I update an email for my client, it flows to Mail Chimp. Or, if I add/remove someone to a Mail Chimp tag group, it does that action automatically. Review collected by and hosted on G2.com.

I like Redtail Technology for its ease of use and the consistency of its layout. The consistent layout makes it easy to train new clients, customers, and employees. The format helps streamline the process when people are getting started, which is a big plus. Review collected by and hosted on G2.com.

Tracking of specific product sales and sales tracking needs a little more work. Review collected by and hosted on G2.com.

After having used SalesForce previously, I appreciate the ease of use of Redtail. I love the ability to make adaptations for our firm's needs and ease of use. Review collected by and hosted on G2.com.

I would love to see some improvements to being able to track successful contacts in a more effective way. Review collected by and hosted on G2.com.

Redtail is the biggest and most important component to my tech stack bar none. I use it every day for everything. It keeps me operating at the highest professional level and continues to amaze and adapt. From the start with notes and contact information but has evolved to email and txt messages being captured, it has also allowed me to be completely paperless with document storage. 99.99% of the time their system is working as expected and controls many other aspects of my business. On the rare occosion when you have to call for any type of support or problem, you are always met with a knowledgeable and patient customer service person. Redtail integrates easily integrates with almost every program I use flawlessly. Many years ago, it took time to implement but that investment has paid dividends over the years. Review collected by and hosted on G2.com.

Whenever there is a small change or tweak that I would like to see implemented, it has to go to a committee to decide and never have I seen any of the viable suggestions implemented. Review collected by and hosted on G2.com.

I really like that Redtail Technology is easy to use, especially for someone who isn't super tech savvy. The initial setup was very easy as well. Review collected by and hosted on G2.com.

Sometimes things are hard to find. Not always are things straightforward when trying to find where they should be located. Review collected by and hosted on G2.com.

I love the easy search functions and reporting options. I use Redtail as the Administrative Coordinator for a CPA firm and it is wonderful being able to grab clients and pertinent information with ease. I also love the integrations with our other software. Review collected by and hosted on G2.com.

There isn't one thing that I dislike about Redtail. One feature that was annoying was the chat box on the lower right corner blocking information, however, we were heard and it was moved. So again, nothing to dislike. In fact it is appreciated that feedback submissions are important enough to impact changes. Review collected by and hosted on G2.com.

I like how Redtail Technology simplifies workflows and keeps document archives all in one spot, which helps with efficiencies in team workflow and data management. The initial setup was easy, making it convenient to get started. Review collected by and hosted on G2.com.

Integrations with insurance would be nice. Review collected by and hosted on G2.com.

I like Redtail Technology because it's very easy to use and teach our colleagues, especially as we grow. The initial setup is also very easy. Review collected by and hosted on G2.com.

Redtail could utilize more AI. Review collected by and hosted on G2.com.

I find Redtail Technology to be a user-friendly CRM. I like the note section and workflows, as they help me keep track of client activities. Review collected by and hosted on G2.com.

There isn't anything I don't like about it right now. Review collected by and hosted on G2.com.

Redtail is well-designed to meet the specific needs of our industry. Very little customization is needed in order for it to perfectly fit what we need from it. The interface is intuitive, and they seem committed to continually improving the product. It has become an essential part of my daily work. Review collected by and hosted on G2.com.

I am sure I am not using even 40% of its functionality, but I often don't know where to start in trying to learn and unlock that other 60%. Though that really falls on me, as I don't have much time avaialble to commit to this effort. Review collected by and hosted on G2.com.