DG
Dimitri G.
Small-Business (50 or fewer emp.)
"Efficient CRM with Critical Integration, Needs Improved Linking"
3.5/5
What do you like best about Redtail Technology?

I like the integration with Orion as it allows us to get rid of repetitive tasks. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

I dislike that the AUM # does not link the accounts. We manually have to link the account to the profile/contact. Review collected by and hosted on G2.com.

Jenna J.
JJ
Jenna J.
Client Relations assistant
Small-Business (50 or fewer emp.)
"Helpful CRM"
4.5/5
What do you like best about Redtail Technology?

What I like best about RedTail is that it has a ton of integration add-ons, for the most part is user friendly, and has the most helpful staff if you get stuck. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

I think they may have over complicated the report filters. I have to call RedTail every time I want to filter Active clients that have emails, or active clients that have addresses only. The report section is not at all user friendly. But they do have a great staff to walk you through it every time. Review collected by and hosted on G2.com.

AB
Angela B.
Small-Business (50 or fewer emp.)
"Very User-Friendly and Keeps Our Office Organized"
5/5
What do you like best about Redtail Technology?

Very user friendly and keeps our office organized. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Not much. I guess the search feature could be improved. It’s not easy to search for clients using specific fields like address or phone number. Review collected by and hosted on G2.com.

Rachel G.
RG
Rachel G.
Small-Business (50 or fewer emp.)
"Easy to Use With Helpful Integrations"
4/5
What do you like best about Redtail Technology?

It is very easy to use and has helpful connections/integrations to other technology companies. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

There haven’t been many upgrades to the system in the last few years. I’m hopeful with this AI push at Orion it’ll make some changes for the better! Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Great Intuitive Platform but Lacks Flexibility"
3/5
What do you like best about Redtail Technology?

Redtail is great regarding their capabilities to store data and the interworking's between our team. It is also good for tracking activities and assigning work to other team members. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

It is very strict regarding their protocols for each activity. The workflows and activities have to completed in their format and it can be difficult to work around. Additionally, a lot of the integrations they pitch get 80% of the way there but lack the final execution to work seamlessly as you would hope. Review collected by and hosted on G2.com.

RR
Reno R.
Small-Business (50 or fewer emp.)
"Easy Way to Keep Client Notes and Info in One Place"
4/5
What do you like best about Redtail Technology?

I like the ease of using the tech ro keep my clients notes, info in one place with multiple advisors Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

There is almost so much to learn and Implement Review collected by and hosted on G2.com.

Cory M.
CM
Cory M.
Financial Advisor/Operations Manager
Small-Business (50 or fewer emp.)
"Redtail CRM Is The Best I've Ever Used!"
5/5
What do you like best about Redtail Technology?

It's the most complete, most intuitive CRM on the market today. It makes information easy to place, as there is a place for ALL client information and that makes info easy to find when we need it. No clumsy half windows to click through and everything is labeled logically. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

I haven't found any yet, but I've only been using it for 16 years. Review collected by and hosted on G2.com.

EV
Elizabeth V.
Small-Business (50 or fewer emp.)
"User friendly"
5/5
What do you like best about Redtail Technology?

Is is very user friendly and great for CRM notes Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

The document storage is definitely something I don’t like I wish there were folders to keep more order in my clients documents Review collected by and hosted on G2.com.

VC
Veronica C.
Administrator and Co-Compliance Officer
Small-Business (50 or fewer emp.)
"Effortless Navigation and User-Friendly Experience"
5/5
What do you like best about Redtail Technology?

The platform is easy to navigate and very user-friendly, which really helps make my job simpler. Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

There’s not much to dislike about this product. My only wish is that sending broadcast emails could be made a bit easier. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Easy to Use With Strong Build Capabilities"
5/5
What do you like best about Redtail Technology?

Ease of use and build ability. Workflows and automations are great. Ability to move around acricities Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

Could definitely use age as an automation to triggers for RMD Review collected by and hosted on G2.com.