Redtail CRM Fast Facts:
- Starting Price: $39 per user per month
- Key Features: Workflow management, reporting and analytics, calendar syncing, seminar and call campaigns, mobile app
Overview
Redtail CRM is a cloud-based customer relationship management tool designed by Redtail Technology, primarily for the financial services industry. It offers two-way synchronization for contacts and activities with platforms like Microsoft Office 365, hosted Microsoft Exchange, and Google. Redtail helps automate workflows, manage data, and track opportunities in real-time. While it covers essential CRM functions, some find its pricing higher compared to other popular options, and it lacks certain niche industry features.
Noteworthy Features
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Automated Workflows: You can set up custom workflows to ensure tasks get completed and nothing slips through the cracks. This automation is especially handy for client onboarding and lead nurturing.
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Calendar Management: Redtail’s calendar tools let users customize views, color-code events, and set reminders. It syncs seamlessly with Office 365 and Google Calendar, keeping everyone on the same page.
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Reporting Dashboards: Redtail provides comprehensive reporting features. You can generate standard reports on various aspects such as accounts, activities, and opportunities, all stored securely for easy access.
- Mobile App: The free mobile app allows users to access critical client data anytime, making it easier for financial professionals to manage tasks and schedules on the go. However, not all desktop features are available in the app.
Pros and Cons
Pros:
- 30-day free trial available
- Strong note-taking and record-keeping options
- Highly praised customer support
Cons:
- Limited integrations compared to competitors
- Outdated user interface, per some feedback
- Occasional software bugs reported by users
Pricing Plans
- Launch Plan: $39 per user/month (billed annually) or $45/month (billed monthly), up to five users.
- Growth Plan: $59 per user/month (billed annually) or $65/month (billed monthly), unlimited users.
- Enterprise Plan: Custom pricing available, with a minimum license requirement.
Alternatives
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HubSpot CRM: Starts at $15 per user/month. Offers AI-powered tools, a free plan, and advanced reporting features.
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Pipedrive: Pricing starts at $14 per user/month. It’s tailored for organizations wanting to track clients and deals.
- monday CRM: Begins at $12 per user/month. Known for its customization options and automations. Ideal for small businesses.
FAQs
What does Redtail CRM do?
Redtail CRM streamlines client relationship management for businesses, especially in finance. It enhances collaboration, boosts revenue, and integrates with popular tools while offering robust support resources.
How much does Redtail cost per month?
Starting at $39 per user, billed annually, or $45 when billed monthly. Higher-tier plans are available for broader access and features.
Is Redtail good?
Redtail CRM is a solid choice for financial professionals with its average feature set and strong customer support. It includes free resources like webinars and training sessions to help users maximize their experience.
