Redtail CRM is a robust and user-friendly customer relationship management (CRM) solution designed specifically for financial advisors, wealth managers, and insurance professionals. This cloud-based platform empowers users to effectively manage their client relationships, automate their workflows, and grow their businesses through enhanced productivity and efficiency.
In this comprehensive review, we will delve into the key features and benefits of Redtail CRM, exploring its strengths, functionalities, and potential drawbacks. By the end of this article, you will have a thorough understanding of whether Redtail CRM is the right solution for your business needs.
As we transition into the main content section, let’s first understand the importance of CRM systems in the financial services industry. CRMs provide a centralized platform to manage and nurture client relationships, track interactions, and streamline processes. Redtail CRM, in particular, caters to the unique requirements of financial professionals, offering specialized features and integrations that enhance their daily operations.
Redtail CRM
Redtail CRM is a leading customer relationship management (CRM) solution designed for financial professionals. Here are 10 important points about Redtail CRM:
- Cloud-based and mobile-friendly
- Specifically designed for financial advisors
- Robust contact and account management
- Automated marketing and communication tools
- Integration with popular financial planning tools
- Customizable dashboards and reporting
- Excellent customer support and training
- Strong focus on data security and compliance
- Scalable to meet growing business needs
- Affordable pricing plans
Redtail CRM is a powerful and comprehensive CRM solution that can help financial professionals streamline their workflows, grow their businesses, and provide exceptional client service.
Cloud-based and mobile-friendly
Redtail CRM is a cloud-based CRM solution, which means that it is hosted on the vendor’s servers and can be accessed via the internet. This offers several advantages over on-premise CRM systems, including:
- Accessibility
Cloud-based CRM systems can be accessed from anywhere with an internet connection, making it easy for financial professionals to stay connected with their clients and manage their business on the go.
- Scalability
Cloud-based CRM systems are highly scalable, meaning that they can be easily upgraded to accommodate growing business needs. This is important for financial professionals who are looking to expand their practice.
- Security
Cloud-based CRM systems are typically more secure than on-premise systems, as they benefit from the vendor’s enterprise-grade security measures. This gives financial professionals peace of mind knowing that their client data is safe.
- Cost-effectiveness
Cloud-based CRM systems are typically more cost-effective than on-premise systems, as they do not require the purchase and maintenance of hardware and software. This can save financial professionals a significant amount of money.
In addition to being cloud-based, Redtail CRM is also mobile-friendly. This means that financial professionals can access their CRM data and manage their business from their smartphones or tablets. This is a valuable feature for financial professionals who are always on the go.
Specifically designed for financial professionals
Redtail CRM is specifically designed to meet the unique needs of financial professionals. This is evident in its feature set, which includes:
Contact and account management: Redtail CRM provides robust contact and account management capabilities that enable financial professionals to easily track and manage their client relationships. The system includes a variety of features to help financial professionals stay organized, including the ability to create custom fields, track interactions, and set follow-up tasks.
Automated marketing and communication tools: Redtail CRM includes a suite of automated marketing and communication tools that help financial professionals stay connected with their clients and prospects. These tools include the ability to create and send email campaigns, track email open and click-through rates, and schedule social media posts.
Integration with popular financial planning tools: Redtail CRM integrates with a variety of popular financial planning tools, such as MoneyGuidePro and eMoney. This integration allows financial professionals to easily import client data into Redtail CRM and create customized reports and proposals.
Customizable dashboards and reporting: Redtail CRM provides financial professionals with the ability to create customized dashboards and reports. This allows financial professionals to track their key performance indicators (KPIs) and generate reports that are tailored to their specific needs.
In addition to these features, Redtail CRM also offers a number of other benefits that are specifically designed to meet the needs of financial professionals. These benefits include:
- Excellent customer support and training
- A focus on data security and compliance
- Scalability to meet growing business needs
- Affordable pricing plans
Robust contact and account management
Redtail CRM’s contact and account management capabilities are designed to help financial professionals stay organized and efficient. The system includes a variety of features that make it easy to track and manage client relationships, including:
Customizable fields: Redtail CRM allows financial professionals to create custom fields to track the specific information that is important to them. This flexibility ensures that financial professionals can tailor the system to meet their unique needs.
Interaction tracking: Redtail CRM automatically tracks all interactions with clients, including emails, phone calls, and meetings. This information is stored in a central location, making it easy for financial professionals to stay up-to-date on their client relationships.
Follow-up tasks: Redtail CRM allows financial professionals to set follow-up tasks for themselves and their team members. This ensures that no important tasks fall through the cracks.
In addition to these features, Redtail CRM also offers a number of other benefits that make it a valuable tool for contact and account management. These benefits include:
- Easy-to-use interface: Redtail CRM’s interface is designed to be user-friendly and intuitive. This makes it easy for financial professionals to get started with the system and start tracking their client relationships.
- Mobile access: Redtail CRM is available on both desktop and mobile devices. This allows financial professionals to access their client data and manage their relationships from anywhere.
- Integration with other systems: Redtail CRM integrates with a variety of other systems, including financial planning tools and email marketing platforms. This integration allows financial professionals to streamline their workflow and save time.
Overall, Redtail CRM’s robust contact and account management capabilities make it an essential tool for financial professionals who want to stay organized and efficient.
Automated marketing and communication tools
Redtail CRM’s automated marketing and communication tools are designed to help financial professionals stay connected with their clients and prospects. These tools include:
Email marketing: Redtail CRM allows financial professionals to create and send email campaigns to their clients and prospects. These campaigns can be automated, which saves financial professionals time and effort. Redtail CRM also tracks email open and click-through rates, so financial professionals can see how their campaigns are performing.
Social media marketing: Redtail CRM integrates with popular social media platforms, such as Facebook and Twitter. This integration allows financial professionals to schedule social media posts and track their performance.
Text messaging: Redtail CRM allows financial professionals to send text messages to their clients and prospects. These messages can be automated, which saves financial professionals time and effort. Redtail CRM also tracks text message open and click-through rates, so financial professionals can see how their campaigns are performing.
In addition to these features, Redtail CRM also offers a number of other benefits that make it a valuable tool for marketing and communication. These benefits include:
- Easy-to-use interface: Redtail CRM’s marketing and communication tools are designed to be user-friendly and intuitive. This makes it easy for financial professionals to get started with the system and start communicating with their clients and prospects.
- Mobile access: Redtail CRM’s marketing and communication tools are available on both desktop and mobile devices. This allows financial professionals to manage their campaigns and communicate with their clients and prospects from anywhere.
- Integration with other systems: Redtail CRM integrates with a variety of other systems, including financial planning tools and email marketing platforms. This integration allows financial professionals to streamline their workflow and save time.
Overall, Redtail CRM’s automated marketing and communication tools make it an essential tool for financial professionals who want to stay connected with their clients and prospects.
Integration with popular financial planning tools
Redtail CRM integrates with a variety of popular financial planning tools, including:
- MoneyGuidePro: MoneyGuidePro is a comprehensive financial planning software that helps financial professionals create and manage financial plans for their clients. Redtail CRM integrates with MoneyGuidePro, allowing financial professionals to import client data and create financial plans directly from Redtail CRM.
- eMoney: eMoney is a financial planning platform that helps financial professionals manage their clients’ investments, insurance, and estate plans. Redtail CRM integrates with eMoney, allowing financial professionals to import client data and create financial plans directly from Redtail CRM.
- RightCapital: RightCapital is a financial planning software that helps financial professionals create and manage retirement plans for their clients. Redtail CRM integrates with RightCapital, allowing financial professionals to import client data and create retirement plans directly from Redtail CRM.
- Riskalyze: Riskalyze is a risk tolerance assessment tool that helps financial professionals understand their clients’ risk tolerance. Redtail CRM integrates with Riskalyze, allowing financial professionals to import client data and conduct risk tolerance assessments directly from Redtail CRM.
These integrations provide financial professionals with a number of benefits, including:
- Improved efficiency: Redtail CRM’s integrations with financial planning tools eliminate the need for manual data entry, saving financial professionals time and effort.
- Enhanced accuracy: Redtail CRM’s integrations with financial planning tools ensure that client data is accurate and up-to-date.
- Increased productivity: Redtail CRM’s integrations with financial planning tools allow financial professionals to create and manage financial plans more efficiently.
Customizable dashboards and reporting
Redtail CRM’s customizable dashboards and reporting capabilities give financial professionals the ability to track their key performance indicators (KPIs) and generate reports that are tailored to their specific needs.
Customizable dashboards: Redtail CRM allows financial professionals to create custom dashboards that display the information that is most important to them. These dashboards can be personalized to include a variety of widgets, such as charts, graphs, and tables. Financial professionals can also create multiple dashboards to track different aspects of their business.
Reporting: Redtail CRM offers a variety of pre-built reports that financial professionals can use to track their progress and identify areas for improvement. These reports can be exported to a variety of formats, including PDF, Excel, and CSV.
In addition to these features, Redtail CRM also offers a number of other benefits that make it a valuable tool for reporting and analysis. These benefits include:
- Easy-to-use interface: Redtail CRM’s reporting interface is designed to be user-friendly and intuitive. This makes it easy for financial professionals to create and generate reports.
- Mobile access: Redtail CRM’s reporting tools are available on both desktop and mobile devices. This allows financial professionals to access their reports and track their progress from anywhere.
- Integration with other systems: Redtail CRM integrates with a variety of other systems, including financial planning tools and email marketing platforms. This integration allows financial professionals to streamline their workflow and save time.
Overall, Redtail CRM’s customizable dashboards and reporting capabilities make it an essential tool for financial professionals who want to track their progress and identify areas for improvement.
Excellent customer support and training
Redtail CRM is known for its excellent customer support and training. The company offers a variety of resources to help financial professionals get started with the system and get the most out of its features. These resources include:
- Online help: Redtail CRM’s online help center provides a comprehensive library of articles and videos that cover all aspects of the system.
- Live chat: Redtail CRM offers live chat support during business hours. This allows financial professionals to get help with any questions they may have in real time.
- Phone support: Redtail CRM offers phone support during business hours. This allows financial professionals to speak with a customer support representative directly.
- Training: Redtail CRM offers a variety of training options, including webinars, online courses, and in-person training. These training options help financial professionals learn how to use the system effectively and efficiently.
In addition to these resources, Redtail CRM also has a dedicated team of customer support representatives who are available to help financial professionals with any questions or issues they may have. These representatives are knowledgeable and experienced, and they are committed to providing excellent customer service.
Redtail CRM’s excellent customer support and training make it an ideal choice for financial professionals who are looking for a CRM system that is easy to use and supported by a dedicated team of experts.
Strong focus on data security and compliance
Redtail CRM has a strong focus on data security and compliance. The company takes a number of steps to protect client data, including:
- Encryption: All data stored in Redtail CRM is encrypted at rest and in transit. This ensures that client data is protected from unauthorized access, even if it is intercepted.
- Access controls: Redtail CRM uses role-based access controls to restrict access to client data. This ensures that only authorized users can access client data.
- Regular security audits: Redtail CRM regularly conducts security audits to identify and fix any potential vulnerabilities.
- Compliance with regulations: Redtail CRM is compliant with a number of industry regulations, including the Gramm-Leach-Bliley Act (GLBA) and the Health Insurance Portability and Accountability Act (HIPAA).
In addition to these measures, Redtail CRM also has a dedicated team of security experts who are responsible for protecting client data. These experts are constantly monitoring the system for potential threats and implementing new security measures to protect client data.
Redtail CRM’s strong focus on data security and compliance makes it an ideal choice for financial professionals who are looking for a CRM system that is secure and reliable.
Scalable to meet growing business needs
Redtail CRM is a scalable CRM solution that can be easily upgraded to meet the growing needs of financial professionals. This is important for financial professionals who are looking to expand their practice and add new clients.
- Flexible pricing plans: Redtail CRM offers a variety of flexible pricing plans that can be tailored to the needs of financial professionals of all sizes.
- Unlimited users: Redtail CRM’s pricing plans include unlimited users. This means that financial professionals can add as many users as they need without having to pay additional fees.
- Easy to upgrade: Redtail CRM makes it easy to upgrade to a higher pricing plan as your business grows. This ensures that you always have the features and functionality you need to manage your business effectively.
- Dedicated support: Redtail CRM provides dedicated support to all of its customers, regardless of their size. This ensures that you can always get the help you need to get the most out of the system.
Redtail CRM’s scalability and flexibility make it an ideal choice for financial professionals who are looking for a CRM solution that can grow with their business.
Affordable pricing plans
Redtail CRM offers affordable pricing plans that are designed to meet the needs of financial professionals of all sizes. The company’s pricing plans start at just $79 per month, and they include a variety of features that are essential for financial professionals, such as contact management, account management, and marketing automation.
- Flexible pricing plans: Redtail CRM offers a variety of flexible pricing plans that can be tailored to the needs of financial professionals of all sizes. This ensures that you can find a pricing plan that fits your budget and your business needs.
- No long-term contracts: Redtail CRM does not require long-term contracts. This gives you the flexibility to cancel your subscription at any time.
- Money-back guarantee: Redtail CRM offers a 30-day money-back guarantee. This gives you the peace of mind to try the system risk-free.
- Free trial: Redtail CRM offers a free trial so that you can try the system before you buy it. This is a great way to see if Redtail CRM is the right CRM solution for you.
Redtail CRM’s affordable pricing plans make it an ideal choice for financial professionals who are looking for a CRM solution that is both powerful and affordable.
FAQ
Here are some frequently asked questions about Redtail CRM:
Question 1: What is Redtail CRM?
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed specifically for financial professionals.
Question 2: What are the benefits of using Redtail CRM?
Redtail CRM offers a number of benefits for financial professionals, including improved contact and account management, automated marketing and communication tools, integration with popular financial planning tools, customizable dashboards and reporting, excellent customer support and training, a strong focus on data security and compliance, scalability to meet growing business needs, and affordable pricing plans.
Question 3: What is the cost of Redtail CRM?
Redtail CRM offers a variety of pricing plans starting at $79 per month. The company also offers a free trial so that you can try the system before you buy it.
Question 4: Is Redtail CRM easy to use?
Redtail CRM is designed to be user-friendly and intuitive. The system includes a variety of resources to help financial professionals get started and get the most out of its features.
Question 5: Is Redtail CRM secure?
Redtail CRM has a strong focus on data security and compliance. The company takes a number of steps to protect client data, including encryption, access controls, regular security audits, and compliance with industry regulations.
Question 6: Can Redtail CRM be integrated with other systems?
Redtail CRM integrates with a variety of popular financial planning tools, email marketing platforms, and other business systems.
Question 7: Does Redtail CRM offer customer support?
Redtail CRM offers excellent customer support and training. The company provides a variety of resources, including online help, live chat, phone support, and training.
If you have any other questions about Redtail CRM, please contact the company’s sales team.
Now that you know more about Redtail CRM, here are a few tips to help you get the most out of the system:
Tips
Here are a few tips to help you get the most out of Redtail CRM:
Tip 1: Take advantage of the free trial. Redtail CRM offers a free trial so that you can try the system before you buy it. This is a great way to see if Redtail CRM is the right CRM solution for you.
Tip 2: Get training. Redtail CRM offers a variety of training resources to help you get started with the system and get the most out of its features. Take advantage of these resources to learn how to use Redtail CRM effectively.
Tip 3: Integrate Redtail CRM with other systems. Redtail CRM integrates with a variety of popular financial planning tools, email marketing platforms, and other business systems. This integration can help you streamline your workflow and save time.
Tip 4: Use Redtail CRM’s automation features. Redtail CRM offers a number of automation features that can help you save time and improve your productivity. Take advantage of these features to automate tasks such as sending emails, scheduling appointments, and creating reports.
By following these tips, you can get the most out of Redtail CRM and improve your productivity and efficiency.
Redtail CRM is a powerful and comprehensive CRM solution that can help financial professionals grow their business and provide exceptional client service. By following the tips in this article, you can get the most out of Redtail CRM and achieve your business goals.
Conclusion
Redtail CRM is a powerful and comprehensive CRM solution that is specifically designed to meet the needs of financial professionals. The system includes a variety of features that can help financial professionals manage their client relationships, automate their workflows, and grow their businesses.
Redtail CRM is cloud-based and mobile-friendly, making it easy for financial professionals to stay connected with their clients and manage their business on the go. The system also integrates with a variety of popular financial planning tools, making it easy to import client data and create financial plans.
In addition to its robust features, Redtail CRM also offers excellent customer support and training. The company provides a variety of resources to help financial professionals get started with the system and get the most out of its features.
Overall, Redtail CRM is an excellent CRM solution for financial professionals who are looking for a system that is powerful, easy to use, and affordable.
Redtail CRM can help you grow your business and provide exceptional client service. Contact the company today to learn more about Redtail CRM and how it can help you achieve your business goals.