Redtail CRM Overview: Options, Pricing, Professionals and Cons

Redtail CRM is a cloud-based buyer relationship administration device from Redtail Know-how. Redtail CRM helps two-way sync for contacts and actions between Redtail and Microsoft Workplace 365 (web-based), hosted Microsoft Trade On-line, and Google. With options tailor-made for monetary companies, Redtail CRM may also help automate workflows and processes, retailer knowledge and shopper data, and observe alternatives in actual time.

Whereas Redtail CRM does have core CRM functionalities, its pricing construction is dear in comparison with different, extra fashionable, options and doesn’t supply further area of interest trade specializations. Beneath I cowl standout options supplied by Redtail CRM plus actual person suggestions and alternate options to assist information you in selecting a CRM.

Redtail CRM pricing

• Launch: $39 per person, per thirty days when billed yearly or $45 per person when billed month-to-month. Helps as much as 5 customers.
• Development: $59 per person, per thirty days when billed yearly or $65 per person when billed month-to-month. Helps limitless customers.
• Enterprise: Contact for a quote. A minimal license dedication is required.

Redtail CRM key options

Automated workflows

The finest CRM software program options supply automations that may streamline processes with trigger-based actions. With Redtail CRM you possibly can create customized automated workflows to trace process possession. These workflows observe repetitive duties and might reduce errors by standardizing processes in order that no client-related actions fall by means of the cracks. Such a streamlined course of is useful for shopper onboarding, lead nurturing, and a lot extra.

Calendar

Redtail CRM’s native calendar device is a hub for particular person customers that may be custom-made in many alternative methods, together with shade coding, notifications, reminders, and actions. That is significantly helpful for companies the place inside schedule visibility is vital. Reps, managers, and admins can all view public calendars and monitor duties by means of them. Redtail CRM additionally integrates and syncs calendar gadgets with Workplace 365 and Google Calendar by means of the Retriever Cloud device.

Reporting dashboards

Redtail CRM generates normal studies you can entry for related day-to-day operational knowledge. Examples of the filtered studies Redtail CRM can produce are accounts, exercise, contacts, paperwork, emails, fiduciary, notes, permissions, alternatives, or transactions. All shopper knowledge is recorded in a safe place that’s simple for customers to trace and filter to see exactly the knowledge they want.

Cellular app

Redtail CRM’s free cell app permits customers to entry vital shopper knowledge from anyplace. This helps monetary professionals, brokers, gross sales reps, and directors reference shopper profiles for contact data, day by day duties, and calendar schedules. The cell app is obtainable for each Android and iOS telephones. Nevertheless, I do wish to word that not all desktop performance is obtainable by means of the cell app.

Redtail CRM execs

• 30-day free trial.
• Intensive word taking and document holding options.
• Customers reward Redtail CRM’s help groups and response time.

Redtail CRM cons

• Restricted integrations in comparison with different fashionable CRM options.
• Actual customers name out outdated UI.
• Customers report occasional bugs.

Options to Redtail CRM

HubSpot

HubSpot is a well-liked CRM resolution that additionally gives advertising, customer support, and operations merchandise. HubSpot’s free CRM is fashionable because it gives primary core performance in addition to some superior CRM options. Not like Redtail CRM, HubSpot additionally gives AI-powered options which can be designed for improved productiveness. Some standout AI options embrace the AI e-mail author, net builder assistant, AI chatbots, and even reporting assistants.

Take a look at our HubSpot evaluate to be taught extra.

Pipedrive

Pipedrive is an operational CRM that organizations can use to construct out their whole enterprise workflow to trace shoppers and offers. Pipedrive doesn’t supply a free-for-life plan of its software program, however its paid tiers are reasonably priced for companies of any measurement. Like Redtail CRM, Pipedrive may be tailored to serve monetary companies, banking, and accounting companies, together with a mess of different industries.

Wish to know extra about Pipedrive? Head over to our Pipedrive evaluate.

monday CRM

monday CRM is a extremely customizable gross sales CRM platform. Whereas monday CRM’s ceaselessly free plan is simply accessible to permitted pupil or nonprofit customers, its paid tiers are nonetheless reasonably priced and nice for small companies. In comparison with Redtail CRM, monday CRM has extra customization choices with regards to automations and collaboration between customers. These customized formulation and automations in monday CRM can assign results in reps, set reminders, and transfer deal statuses alongside.

Learn our evaluate of monday CRM for extra data.

Methodology

I used an in-house TechRepublic rubric to attain and evaluate Redtail CRM. Our rubric consists of outlined standards round a very powerful components when evaluating generalized CRM options. I referenced Redtail CRM’s personal on-line sources along with actual person suggestions, scores, and critiques.

Redtail CRM was reviewed primarily based on the next standards:

• Price: Weighted 25% of the whole rating.
• Core options: Weighted 25% of the whole rating.
• Customizations: Weighted 15% of the whole rating.
• Integrations: Weighted 15% of the whole rating.
• Ease of use: Weighted 10% of the whole rating.
• Buyer help: Weighted 10% of the whole rating.

Often requested questions (FAQs)

What does Redtail CRM do?

Redtail CRM helps companies, particularly within the monetary companies trade, nurture shopper relationships, enhance staff collaboration, improve income, and every other business-building actions. Redtail CRM does all of this from one platform and might combine with different fashionable instruments. Redtail CRM’s help contains free cellphone and e-mail customer support, plus webinars, on-line documentation, and video tutorials.

How a lot does Redtail price per thirty days?

The beginning price of Redtail is $39 per person, per thirty days when billed yearly or $45 per person when billed month-to-month. The following subscription plan prices $59 per person, per thirty days when billed yearly or $65 per person when billed month-to-month. That is all depending on which plan matches finest with what you are promoting wants, which options you require entry to, and what number of person profiles you anticipate giving entry to the software program. In the event you want a extra distinctive enterprise resolution, Redtail CRM does supply a 3rd tier with customized quotes.

Is Redtail good?

Redtail CRM serves as a very good CRM resolution for monetary professionals. Its options, integrations, and person interface are common. Redtail CRM does nevertheless supply free cellphone and e-mail help, free studying webinars, on-line documentation/movies, and a touring Redtail College that gives in-person coaching.