![Paul G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paul G.")
PG

Paul G.

Executive Assistant | Content & Social Media Strategist

Small-Business (50 or fewer emp.)

1/22/2020

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"Redtail Rocks!"

5/5

What do you like best about Redtail Technology?

Redtail continuously seeks to add features that helps is to make managing client relationships even easier! Review collected by and hosted on G2.com.

What do you dislike about Redtail Technology?

I have to weigh through a lot of information to build the templates that I need. It would be cool if basic templates were preset for exporting certain needed information, so that I don't have to configure it all myself. Review collected by and hosted on G2.com.

What problems is Redtail Technology solving and how is that benefiting you?

Segmenting clients. Keeping track of important information through notes. Utilizing workflows to create better process within the office. Review collected by and hosted on G2.com.

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Rating Updated (3/9/2021)
Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

See what 265 reviewers think of Redtail Technology

8.7 out of 5 · Verified reviews from real users

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