I would like to see a documents on the same page with the client information. Without clicking on the side bar. Also, I would like to use RedTail for prospecting. It lacks features for prospecting.
Its very easy to use. The import feature works very well. You can search form thousands of record in a matter of second by using advance search option. Learn to record everything and you will see how it will help you ans save a lot of time.
The option of making quick list and tag groups is awesome. You can easily divide large number of data by making tag groups.
I went to the Redtail training last year and recommend everyone to attend it who is using RedTail. I have learnt so much with the instructors over there.
They have excellent support team. I always get my quarry answered with in an hour. One time they spent 2 hours with me on phone. I find their support team is one of the best so far.
If you are in a financial industry I would highly recommend RedTail because it is specifically made for you. You will find almost all the feature you need. You can combine with other soft wares as well which is a great feature. I tried Marketing Pro that worked pretty well for me. Review collected by and hosted on G2.com.