Redtail CRM is helpful for financial advisors with tools designed for managing clients and compliance. However, the interface feels outdated, and system downtime can be frustrating. Customer support is slow, and customization options are limited. It works well but could use improvements to be more user-friendly.
I have been using Redtail CRM since 2016 and effectively managing our client relationship with its high-tech functionalities. I truly appreciate its customizable fields and proactive support that makes our financial services easier
Overall, we had a great experience with Redtail CRM. It allows us to manage our client details in a secure cloud infrastructure without fearing data loss and theft.
Helped us keep easily connected and organized with clients and solve their unmet needs. The initiative interface and feature-rich functionalities are worth our investment!!!
