Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia. For more information, visit www.redtailtechnology.com.
Redtail CRM
Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
8.8/10
(Expert Score)
★★★★★
Product is rated as #11 in category Financial Services CRM Software
Redtail CRM
Customer Reviews
Redtail CRM Reviews
Latona D.
Advanced user of Redtail CRM★★★★★
What do you like best?
When you search or add people to your CRM they made it super easy to locate clients and add them. I like the fact I'm able to log in and search for a name. It can be by first or last name.
What do you dislike?
It glitches once in a while and you will lose all your information. If you go into a contact the back out of it you sometimes have to search again because it clears out your search information.
Recommendations to others considering the product:
The overall product is great. If you have someone just leading a system it's great. You can do the how-to videos and learn all the items you need to.
What problems are you solving with the product? What benefits have you realized?
I haven't tried to solve any problems, however if you have questions or need help with something they are always willing to help. They also have several how-to videos as well
