Redtail CRM Overview: Options, Pricing, Execs and Cons

Redtail CRM quick info Beginning worth: $39 per person monthly Key options: Workflow administration Reporting and analytics Calendar syncing and integrations Seminar and name campaigns Cell app

Redtail CRM is a cloud-based buyer relationship administration software from Redtail Expertise. Redtail CRM helps two-way sync for contacts and actions between Redtail and Microsoft Workplace 365 (web-based), hosted Microsoft Trade On-line, and Google. With options tailor-made for monetary companies, Redtail CRM might help automate workflows and processes, retailer knowledge and shopper data, and monitor alternatives in actual time.

Whereas Redtail CRM does have core CRM functionalities, its pricing construction is dear in comparison with different, extra common, options and doesn’t supply extra area of interest trade specializations. Beneath I cowl standout options supplied by Redtail CRM plus actual person suggestions and alternate options to assist information you in selecting a CRM.

Redtail CRM pricing

• Launch: $39 per person, monthly when billed yearly or $45 per person when billed month-to-month. Helps as much as 5 customers.
• Progress: $59 per person, monthly when billed yearly or $65 per person when billed month-to-month. Helps limitless customers.
• Enterprise: Contact for a quote. A minimal license dedication is required.

Redtail CRM key options

Automated workflows

The most effective CRM software program options supply automations that may streamline processes with trigger-based actions. With Redtail CRM you possibly can create customized automated workflows to trace job possession. These workflows monitor repetitive duties and might reduce errors by standardizing processes in order that no client-related actions fall by means of the cracks. Any such streamlined course of is useful for shopper onboarding, lead nurturing, and a lot extra.

Calendar

Redtail CRM’s native calendar software is a hub for particular person customers that may be custom-made in many alternative methods, together with coloration coding, notifications, reminders, and actions. That is notably helpful for companies the place inner schedule visibility is necessary. Reps, managers, and admins can all view public calendars and monitor duties by means of them. Redtail CRM additionally integrates and syncs calendar objects with Workplace 365 and Google Calendar by means of the Retriever Cloud software.

Reporting dashboards

Redtail CRM generates normal reviews that you could entry for related day-to-day operational knowledge. Examples of the filtered reviews Redtail CRM can produce are accounts, exercise, contacts, paperwork, emails, fiduciary, notes, permissions, alternatives, or transactions. All shopper knowledge is recorded in a safe place that’s simple for customers to trace and filter to see exactly the data they want.

Cell app

Redtail CRM’s free cell app permits customers to entry important shopper knowledge from anyplace. This helps monetary professionals, brokers, gross sales reps, and directors reference shopper profiles for contact data, day by day duties, and calendar schedules. The cell app is on the market for each Android and iOS telephones. Nevertheless, I do wish to notice that not all desktop performance is on the market by means of the cell app.

Redtail CRM execs

• 30-day free trial.
• In depth notice taking and report holding options.
• Customers reward Redtail CRM’s help groups and response time.

Redtail CRM cons

• Restricted integrations in comparison with different common CRM options.
• Actual customers name out outdated UI.
• Customers report occasional bugs.

Alternate options to Redtail CRM

	Redtail CRM	HubSpot	Pipedrive	monday CRM
Beginning paid plan	$39 per person, monthly	$15 per person, monthly	$14 per person, monthly	$12 per person, monthly
Eternally free plan	No	Sure	No	Restricted
Reporting and analytics	Medium	Superior	Superior	Superior
Cell app	Sure	Sure	Sure	Sure
AI-powered instruments	No	Superior	Medium	Medium

HubSpot

HubSpot is a well-liked CRM resolution that additionally presents advertising and marketing, customer support, and operations merchandise. HubSpot’s free CRM is common because it supplies fundamental core performance in addition to some superior CRM options. In contrast to Redtail CRM, HubSpot additionally presents AI-powered options which are designed for improved productiveness. Some standout AI options embrace the AI e mail author, internet builder assistant, AI chatbots, and even reporting assistants.

Take a look at our HubSpot assessment to be taught extra.

Pipedrive

Pipedrive is an operational CRM that organizations can use to construct out their complete enterprise workflow to trace purchasers and offers. Pipedrive doesn’t supply a free-for-life plan of its software program, however its paid tiers are reasonably priced for companies of any dimension. Like Redtail CRM, Pipedrive might be tailored to serve monetary companies, banking, and accounting companies, together with a mess of different industries.

Wish to know extra about Pipedrive? Head over to our Pipedrive assessment.

monday CRM

monday CRM is a extremely customizable gross sales CRM platform. Whereas monday CRM’s without end free plan is simply obtainable to accepted pupil or nonprofit customers, its paid tiers are nonetheless reasonably priced and nice for small companies. In comparison with Redtail CRM, monday CRM has extra customization choices in the case of automations and collaboration between customers. These customized formulation and automations in monday CRM can assign results in reps, set reminders, and transfer deal statuses alongside.

Learn our assessment of monday CRM for extra data.

Methodology

I used an in-house TechRepublic rubric to attain and assessment Redtail CRM. Our rubric consists of outlined standards round an important components when evaluating generalized CRM options. I referenced Redtail CRM’s personal on-line sources along with actual person suggestions, scores, and evaluations.

Redtail CRM was reviewed primarily based on the next standards:

• Value: Weighted 25% of the whole rating.
• Core options: Weighted 25% of the whole rating.
• Customizations: Weighted 15% of the whole rating.
• Integrations: Weighted 15% of the whole rating.
• Ease of use: Weighted 10% of the whole rating.
• Buyer help: Weighted 10% of the whole rating.

Incessantly requested questions (FAQs)

What does Redtail CRM do?

Redtail CRM helps companies, particularly within the monetary companies trade, nurture shopper relationships, enhance crew collaboration, improve income, and another business-building actions. Redtail CRM does all of this from one platform and might combine with different common instruments. Redtail CRM’s help contains free telephone and e mail customer support, plus webinars, on-line documentation, and video tutorials.

How a lot does Redtail value monthly?

The beginning value of Redtail is $39 per person, monthly when billed yearly or $45 per person when billed month-to-month. The subsequent subscription plan prices $59 per person, monthly when billed yearly or $65 per person when billed month-to-month. That is all depending on which plan matches finest with what you are promoting wants, which options you require entry to, and what number of person profiles you anticipate giving entry to the software program. In case you want a extra distinctive enterprise resolution, Redtail CRM does supply a 3rd tier with customized quotes.

Is Redtail good?

Redtail CRM serves as a very good CRM resolution for monetary professionals. Its options, integrations, and person interface are common. Redtail CRM does nonetheless supply free telephone and e mail help, free studying webinars, on-line documentation/movies, and a touring Redtail College that gives in-person coaching.