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Was ist Redtail CRM?

Redtail CRM ist eine webbasierte, einfach zu bedienende Client-Management-Lösung, die speziell für Finanzfachleute entwickelt wurde.

Wer verwendet Redtail CRM?

CRM-Lösung, die Unternehmen jeder Größe bei der Verwaltung von Kundendaten, Workflows, E-Mail-Marketing und Datenexport unterstützt.

Redtail CRM Software - 1

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Redtail CRM

Redtail CRM

4,1 (81)
99,00 $
Monat
Kostenlose Version
Kostenlose Testversion
33
3
3,9 (81)
4,2 (81)
3,9 (81)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
10,00 $
Monat
Kostenlose Version
Kostenlose Testversion
105
11
4,3 (2.154)
4,6 (2.154)
4,4 (2.154)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über Redtail CRM

Durchschnittliche Bewertung

Gesamt
4,1
Benutzerfreundlichkeit
3,9
Kundenservice
3,9
Funktionen
3,9
Preis-Leistungs-Verhältnis
4,2

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
46%
4
30%
3
19%
2
2%
1
4%
Paul
Paul
Executive Assistant in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great opportunity when leveraged properly

5,0 vor 5 Jahren

Kommentare: When I started working with Redtail, the previous employees in my office had not learned how to use it properly and so it was a mess. But once I got some training under my belt, I was able to understand Redtail better and started fixing all the errors that previous employees had implemented.

Vorteile:

The team at Redtail really have thought about nearly everything. There are so many amazing features built in to the Redtail CRM that it is only at the user's own neglect if your office isn't operating more efficiently. I really appreciate utilizing automations to trigger workflows, and the reports that can be generated to track results or see an overview of how we've been doing.

Nachteile:

Not everything is necessarily intuitive. But go to Redtail University. The training you get there opens the door to understand how everything works inside of the CRM.

Lauren
Client Services Manager in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Much more robust than most CRMs at the same price point.

5,0 vor 3 Monaten

Kommentare: The transition from one CRM to RedTail went very well, and we felt well-supported throughout. They system works wonderfully for our group now, but it took a lot of trial and error for us to figure out how to do that. The support, training, help after transition is pretty much non-existant, which was very frustrating.

Vorteile:

They system is very customizable in all senses. Nearly all fields and how their set up can be customized to work for your group and business. We also use the reporting features quite a bit.

Nachteile:

The ability to customize everything can become paralizing, and RedTail's training and support was not nearly robust enough. We set the system up the way we thought would work for us, only to realize that certain things are not reportable/searchable. We then had to rethink and re-set up our entire contact list.

Juliana
Financial Advisor in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Redtail CRM

3,0 letzten Monat Neu

Vorteile:

Redtail is relatively intuitive and easy to use.

Nachteile:

It can be glitchy, particularly when interfacing with other software.

Jess
Client Service Specialist in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

We love Redtail!

5,0 vor 4 Jahren

Kommentare: Overall we love Redtail and continually attribute it to the efficiency of our team. Things no longer fall through the cracks because we've taken the time to set up workflows for all of our processes and we all contribute thorough notes to our client records. We use tasks every single day to make sure things are getting done AND that there's a record of someone doing them. We use the reporting options daily and have gained better insights into the business because of the report options available. We absolutely recommend Redtail to anyone looking for an efficient and affordable CRM

Vorteile:

Redtail is cleanest looking and feeling CRM that we trialed. Everything is setup with the user in mind, so it's very easy to use. It's also very intuitive and there aren't many learning curves. The reporting is far above what other systems offer, and the workflows have completely changed the functionality of our team for the better. The ability to set up automations has also improved our processes. Our business runs much more smoothly, efficiently, and quickly because of Redtail. We find that the workflows and automations ensure that there are never gaps in our processes and things get done in a more timely fashion. They are always making updates and improvements based on user request, so over the three years we've been using it, it has only become more functional and user friendly versus feeling outdated. The support team is always available if you need help and the classes they offer are extremely thorough and helpful. The price is very affordable per user and they absolutely deliver quality well above the price point.

Nachteile:

There's not a lot to be disliked about Redtail, but some of the options are technologically advanced and either require a strong ability to be tech savvy or an investment in Redtail University. Various members of our team have attended Redtail University on many occasions and have found it to be extremely helpful in each of our understandings of how certain parts of the system work (mainly workflows) but unfortunately it is an additional $$ investment.

Zach
Advisor in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Redtail Customer Service Review

4,0 vor 4 Jahren

Kommentare: the CRM software is great, however the customer service experience we have received takes away from the value of this product

Vorteile:

Ease of use and navigation - it is very easy

Nachteile:

There is a serious lack of training at the initial on-boarding. Also, the biggest negative - the customer service team needs a lot of work. You constantly have to follow up with them after weeks of waiting, and even when you follow up, they never have an answer or solution, and state that they need to contact another team member for an update, then you end up waiting another week or two before any progress is made. This scenario has occurred with our team at least a dozen times.