Redtail CRM is a cloud-based software customer relationship management tool of Redtail technology. Redtail CRM supports two-way synchronization of contacts and activities between Redtail and Microsoft Office 365 (web-based), hosted Microsoft Exchange Online, and Google. With features tailored to financial services, Redtail CRM can help automate workflows and processes, store customer data and insights, and track opportunities in real time.

Although Redtail CRM has basic CRM features, its pricing structure is expensive compared to other, more popular solutions and does not offer additional niche industry specializations. Below, I cover the great features Redtail CRM offers, along with real user reviews and alternatives to guide you. choose a CRM.

Redtail CRM Pricing

• Launch: $39 per user per month when billed annually or $45 per user when billed monthly. Supports up to five users.
• Growth: $59 per user per month when billed annually or $65 per user when billed monthly. Supports unlimited users.
• Business: Contact for a quote. A minimum license commitment is required.

Main features of Redtail CRM

Automated workflows

THE best CRM software solutions offer automations that can streamline processes with trigger-based actions. With Redtail CRM, you can create custom automated workflows to track task ownership. These workflows track repetitive tasks and can minimize errors by standardizing processes so that no customer-related actions fall through the cracks. This type of streamlined process is useful for customer onboarding, lead nurturing and much more.

Calendar

Redtail CRM’s native calendar tool is a platform for individual users that can be customized in a variety of ways, including color coding, notifications, reminders, and activities. This is particularly useful for businesses where visibility of internal schedules is important. Salespeople, managers, and admins can all view public calendars and monitor tasks through them. Redtail CRM also integrates and syncs calendar items with Office 365 and Google Calendar via the Retriever Cloud tool.

Reporting Dashboards

Redtail CRM generates standard reports that you can access for relevant daily operational data. Examples of filtered reports that Redtail CRM can produce are Accounts, Activities, Contacts, Documents, Emails, Trustees, Notes, Authorizations, Opportunities or Transactions. All customer data is saved in a secure location that users can easily track and filter to see precisely the information they need.

Mobile app

Redtail CRM’s free mobile app allows users to access critical customer data from anywhere. This helps financial professionals, agents, salespeople, and administrators reference customer profiles for contact information, daily tasks, and calendars. The mobile app is available for Android and iOS phones. However, I want to note that not all desktop features are available through the mobile app.

The pros of Redtail CRM

• 30-day free trial.
• Extensive note-taking and record-keeping features.
• Users praise Redtail CRM’s support teams and response time.

Disadvantages of Redtail CRM

• Limited integrations compared to other popular CRM solutions.
• Real users complain about outdated user interface.
• Users report occasional bugs.

Alternatives to Redtail CRM

HubSpot

HubSpot is a popular CRM solution that also offers marketing, customer service, and operations products. HubSpot’s free CRM is popular because it provides basic core features as well as some advanced CRM features. Unlike Redtail CRM, HubSpot also offers AI-powered features designed to improve productivity. Some noteworthy AI features include AI email writer, website builder wizard, AI chatbots, and even reporting wizards.

Check out our HubSpot Review to find out more.

Pipedrive

Pipedrive is a Operational CRM which organizations can use to expand their entire business workflow to track customers and transactions. Pipedrive doesn’t offer a free lifetime plan for its software, but its paid tiers are affordable for businesses of all sizes. Like Redtail CRM, Pipedrive can be tailored to serve financial services, banking and accounting businesses, as well as a multitude of other industries.

Want to learn more about Pipedrive? Visit our Pipedrive Review.

Monday CRM

Monday CRM is a highly customizable sales CRM platform. Although Monday CRM’s forever free plan is only available to approved student or nonprofit users, its paid tiers remain affordable and perfect for small businesses. Compared to Redtail CRM, Monday CRM offers more customization options when it comes to automation and user collaboration. These custom formulas and automations in Monday CRM can assign leads to salespeople, set reminders, and scale deal statuses.

Read our Monday CRM review for more information.

Methodology

I used an internal TechRepublic review to review and review Redtail CRM. Our section includes criteria outlined around the most important factors when evaluating generalized CRM solutions. I referenced Redtail CRM’s own online resources in addition to actual user comments, scores, and reviews.

Redtail CRM was reviewed based on the following criteria:

• Cost: Weighted 25% of the total score.
• Main features: Weighted 25% of the total score.
• Customizations: Weighted 15% of the total score.
• Integrations: Weighted 15% of the total score.
• Ease of use: Weighted 10% of the total score.
• Customer Support: Weighted 10% of the total score.

Frequently Asked Questions (FAQ)

What does Redtail CRM do?

Redtail CRM helps businesses, especially in the financial services industry, maintain customer relationships, improve team collaboration, increase revenue, and other business-building activities. Redtail CRM does it all from one platform and can integrate with other popular tools. Redtail CRM support includes free customer service by phone and email, as well as webinars, online documentation, and video tutorials.

How much does Redtail cost per month?

The starting cost of Redtail is $39 per user per month when billed annually or $45 per user when billed monthly. The next subscription plan costs $59 per user per month when billed annually or $65 per user when billed monthly. It all depends on which plan best suits your business needs, what features you need access to, and how many user profiles you plan to give access to the software. If you need a more unique enterprise solution, Redtail CRM offers a third tier with custom quotes.

Is Redtail good?

Redtail CRM is a good CRM solution for finance professionals. Its features, integrations, and user interface are average. Redtail CRM does, however, offer free phone and email support, free learning webinars, online documentation/videos, and a traveling Redtail University that offers in-person training.