I really like the initial setup, the calendar overview, tasks, birthdays for clients, and the structure of the client's information. Review collected by and hosted on G2.com.

Frequently down. That was a huge problem when we had meetings and couldnt access the calendar. Email was down too. They need to remove the feature of holding a meeting and being able to move it on the calendar. This feature is terrible when using a mobile phone and meetings would constantly be changed to incorrect times and dates. Review collected by and hosted on G2.com.

I love that RedTail keeps everything so organized, and it is a way to keep everyone using it updated on things that we may not tell each other in person. Review collected by and hosted on G2.com.

It does not have tutorials. If there is something that I do not know how to do, I wish they had tutorial videos to explain. Review collected by and hosted on G2.com.

Calendar and ease of finding clients information Review collected by and hosted on G2.com.

Response to issues is slow. Still have an outstanding issue pending for a month Review collected by and hosted on G2.com.

Great way to organize notes and activities when I use to write everything down on paper. The caveat is that you must engage with the software daily, at all hours, and rollover activities end of day if incomplete. Practically live in the CRM. Customer support is always readily available to help and guide. Review collected by and hosted on G2.com.

For one, the Opportunities page cannot be updated in bulk like activities on the dashboard nor client profile. There are areas here and there for QOL improvements. The mobile software is not useable IME. Review collected by and hosted on G2.com.

Easy to use and integrates well with other tech I use. Review collected by and hosted on G2.com.

Not much I don’t like about RedTail. Keep it up! Review collected by and hosted on G2.com.

Integrations with other tech tools for record keeping Review collected by and hosted on G2.com.

The document vault that you have to download to view. Review collected by and hosted on G2.com.

Redtail is relatively easy to use and secure/compliant. It has all the features where you can store loads of details and find them quite easily. Redtail University is a great opportunity to learn a lot about all the features and how to use them. Review collected by and hosted on G2.com.

Redtail alone isn't enough. Although they do work with and have many integrations, things like customizable dashboards, easily tracking changes or progress, or overall project management just aren't easily reportable. The basics are in Redtail and highly functional. Customization, new ideas and changes, and progress within the tech is SLOW. Review collected by and hosted on G2.com.

I find that Redtail Technology is a perfect and easy way to manage your notes, to do list, and activities in such a user friendly, efficient way. It does a great job of keeping communication clear & open among all of our staff. The integrative feature is hugely helpful. Review collected by and hosted on G2.com.

I cannot think of any negatives for Redtail. Review collected by and hosted on G2.com.

I love how user friendly the interface is. It is very intuitive to learn. Review collected by and hosted on G2.com.

I didn't get to dive into the details of the software capabilities, so no complaints! Review collected by and hosted on G2.com.

I've used several CRMs in the past, including Salesforce and in-house systems, and Redtail has been by far the easiest to learn and use. The platform is incredibly user-friendly, making my daily workflow much more efficient.

One of the standout features is their exceptional customer service. Whenever I need help navigating the system, I can quickly connect with their team via virtual chat. They’re able to see my Redtail in real time and guide me through the steps, which has been a game-changer.

I also had the opportunity to attend Redtail University, and it was an amazing experience. The training was highly informative, and their team was engaging, lively, and truly invested in helping users get the most out of the CRM.

I highly recommend Redtail to anyone looking for a reliable and intuitive CRM with top-notch support. Review collected by and hosted on G2.com.

Sometimes I am unable to login, and my account will get locked, but their support team is easy to reach and able to unlock it quickly. Review collected by and hosted on G2.com.