Notes to track client cotacts and reports to gather information Review collected by and hosted on G2.com.

There isn't anything I disliked about redtail Review collected by and hosted on G2.com.

Very comprehensive time and date, useful for finding previous notes and helpful for compliance. We also make extensive use of workflows that really helps us keep on top of the complexities of financial planning. Review collected by and hosted on G2.com.

The outcomes of workflows could use some improvement. A few other small things could use quality of life improvements and come client fields but generally very solid. Review collected by and hosted on G2.com.

We have been using Redtail for just over three years. It has been crucial to how we manage customer relationships and internal workflows.

It integrates well with other software our firm uses too. Review collected by and hosted on G2.com.

While some of the basics are simple, using advanced features like custom reports and workflows require extra time and support. The customer support they provide has been excellent on both chat and phone interactions. Review collected by and hosted on G2.com.

Our office has been using Redtail for CRM as well as email hosting for some time now and I find that it is very user friendly. With daily use for at least 15 years (likely more) I also feel that if I do happen to need assistance, the helpdesk is easy to reach and always very efficient. I also love that I am able to get notified via text of any outages that occur on the platform, along with a timeline to anticipated restoration. Review collected by and hosted on G2.com.

I honestly cannot think of a downside to Redtail. Review collected by and hosted on G2.com.

As a boutique RIA, Redtail has been a great fit for us- we utilize it daily to schedule our day-to-day meetings, develop our internal database of customer data, and monitor customer contact history. We also appreciate the flexibility in generating reports to help us sort through our customer data. Review collected by and hosted on G2.com.

There is a bit of a learning curve. We definitely appreciate all of the training tools and videos Redtail offers, but we still feel as though we're only scratching the surface of everything it can do. It feels like there's functionality we're underutilizing. Review collected by and hosted on G2.com.

Easy access to clients info, different reports you can run Review collected by and hosted on G2.com.

not much, only recommendation would be an automatic email system Review collected by and hosted on G2.com.

checking in each day and seeing the top priorities Review collected by and hosted on G2.com.

Calendar could use some updating and support printing better. Review collected by and hosted on G2.com.

I love the CRM. I think there are a myriad of ways to configure it to work for each specific advisor/office, and I really appreciate that. Review collected by and hosted on G2.com.

I have a number of suggestions for improvement:

1. Please figure out a way to drag and drop files and folders in imaging instead of scrolling through hundreds of folders when moving files. Drag and drop was available in Retriever and was super helpful.

2. Please provide a Search when moving folders instead of scrolling through hundreds of folders when moving files.

3. When viewing images in imaging, please show the pdf so we can scroll down the document like a normal pdf instead of clicking to advance each page.

4. (This is MOST IMPORTANT to us!) PLEASE PLEASE PLEASE provide the ability to notify a user or a team from a Notes COMMENT and not just the original note. We use comments extensively and it would be extremely helpful to notify other users from the Redtail note comment. Review collected by and hosted on G2.com.

The customer service is 10/10. Otherwise it is a very reliable and proven CRM for the financial industry. Cost is reasonable and they do not nickle and dime you with tons of add-on features. Review collected by and hosted on G2.com.

Nothing big that I can think of, it is a leader in the industry and has stood the test of time. Some things around workflows could be streamlined and a little less clunky. Too many clicks are needed to mark task complete, etc. But that's not a huge issue at all. Review collected by and hosted on G2.com.

It is super user-friendly and integrates extremely well Review collected by and hosted on G2.com.

I wish it had a feature to call a contact directly from your CRM interface. My previous CRM had that feature and it made logging calls to clients a breeze. Review collected by and hosted on G2.com.