Redtail CRM:n arvostelu: hyvät ja huonot puolet, ominaisuudet ja hinnoittelu

Redtail CRM erottuu käyttäjäystävällisillä ominaisuuksillaan ja edullisuudellaan, joten se on ihanteellinen valinta rahoituspalvelualan tiimeille, jotka etsivät tehokasta salkunhallintaa.

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By Bradley Clifford

We review tools independently, and commissions help fund our testing. See our transparency policy, our methodology, or suggest a tool.

Redtail CRM is a portfolio management software built specifically for financial advisors who need to manage client relationships, track household data, and coordinate team workflows across an advisory practice. I'd consider it if you're running an RIA or wealth management firm that wants advisor-focused CRM features without the configuration overhead of a general-purpose tool like Salesforce Financial Services Cloud—Redtail comes ready to use for financial services out of the box, which makes it a more practical starting point for most advisory teams.

Redtail CRM Evaluation Summary

Tracks client portfolios, holdings, and workflows in one place for advisors.
Customer rating

4.3/5

Pricing
  • From $39/user/month (billed annually)
  • 30-day free trial available

Miksi luottaa ohjelmistosuosituksiimme

6,700+

Reviews

20

Industry experts

16+

Evaluation factors

14

Years

Tiimimme on testannut ja arvioinut ohjelmistoja vuodesta 2012 lähtien. Talousjohtajina tiedämme itse, kuinka vaikeaa — ja tärkeää — oikean ohjelmiston valitseminen on.

Tätä opasta varten arvioimme työkaluja käytännön testauksen ja itsenäisen tutkimuksen avulla, pisteyttäen työkalut valintakriteeriemme perusteella.

Arvostelumme perustuvat inhimilliseen toimitukselliseen harkintaamme, eivät myyntipuheeseen.

Redtail CRM Overview

In my opinion, Redtail offers solid functionality as a customer relationship management (CRM) solution and portfolio management tool, particularly for smaller financial advisory firms. It excels in customer support and onboarding, which eases the user experience. While its ease of use could be improved, its value for money makes it ideal if you want to balance cost with essential features. Although Redtail CRM may lack some advanced capabilities compared to other CRM tools, such as Salesforce, Zoho, Morningstar, and Wealthbox, it offers strong support and a user-friendly interface. It's best suited for teams who prioritize customer interaction, follow-up, and referral tracking and need reliable support to maximize their investment.

Pros

  • You’ll appreciate the excellent customer support that quickly resolves issues.
  • Onboarding is smooth, offering structured training and templates.
  • Its strong feature set simplifies the management of client relationships.

Cons

  • You may find the user interface a bit outdated compared to newer CRM systems.
  • Some advanced sales pipeline, segmentation, and automation capabilities you expect may be missing.
  • Your team may need time to adapt to its navigation and permissions structure.

Is Redtail CRM Right For Your Needs?

Who Would be a Good Fit for Redtail CRM?

The cloud-based Redtail CRM system is ideal for small to mid-sized financial advisory firms and wealth management teams. It helps you manage client interactions efficiently through strong contact management, notifications, and strong customer support. If your work involves frequent client communication, financial planning, and tracking, Redtail CRM’s user-friendly features and smooth onboarding make it a reliable choice. It’s especially beneficial if you prioritize personal client relationships and need a CRM system that’s easy for your team to adopt.

  • Financial Advisors
    Redtail CRM is great for financial advisors who need to manage client relationships and workflows efficiently.
  • Wealth Management Firms
    It supports wealth management teams by providing essential CRM solutions for tracking, communication, and referral management.
  • Investment Teams
    Your investment team will find Redtail CRM useful for its strong support, account-level visibility, and straightforward onboarding process.
  • Small Businesses
    Small businesses in finance can benefit from its competitive price point and user-friendly CRM software design.
  • Client-Focused Roles
    Roles that focus on client interaction will appreciate its features for managing and nurturing relationships.
  • Advisory Departments
    Advisory departments needing a reliable, industry-specific CRM will find that Redtail CRM’s functionalities align well with their needs.

Who Would be a Bad Fit for Redtail CRM?

Redtail CRM may not suit large enterprises or teams that need advanced capabilities and customizations. You may find Redtail CRM lacking if your team requires highly sophisticated analytics or detailed portfolio management tools. Its interface can feel outdated, which may frustrate users accustomed to cutting-edge software. Large firms needing deep integrations and extensive customization may find that it doesn't meet their complex needs.

  • Large Enterprises
    Large enterprises may find that it lacks the advanced features and customizations they need.
  • Tech-Savvy Teams
    Tech-savvy teams may be disappointed by its outdated interface and limited advanced functionalities.
  • Data-Driven Departments
    Departments relying heavily on data analysis might find Redtail CRM's analytics capabilities insufficient.
  • High-Tech Startups
    High-tech startups seeking cutting-edge solutions may find that it doesn’t align with their innovative needs.
  • Complex Financial Firms
    Firms requiring deep integrations and extensive customization options may feel restricted by its capabilities.
  • Advanced Portfolio Managers
    Advanced portfolio managers may miss the detailed tools they require for complex tasks.

Redtail CRM Specs

  • 2-Factor Authentication: Yes
  • Accounts Payable: Yes
  • Accounts Receivable: Yes
  • API: Yes
  • Approval Workflows: Yes
  • Balance Sheet: Yes
  • Billing/Invoicing: Yes
  • Budgeting: Yes
  • Calendar Management: Yes
  • Comparative Reporting: Yes
  • CRM Integration: Yes
  • Custom Reports: Yes
  • Customer Management: Yes
  • Dashboard: Yes
  • Data Export: Yes
  • Data Import: Yes
  • Data Visualization: Yes
  • Expense Tracking: Yes
  • External Integrations: Yes
  • Forecasting: Yes
  • General Account Ledger: Yes
  • Historical Data Analysis: Yes
  • Inventory Tracking: Yes
  • Multi-Currency: Yes
  • Multi-User: Yes
  • Notifications: Yes
  • P&L: Yes
  • Payroll: Yes
  • Scenario Planning: Yes
  • Scheduling: Yes
  • Supplier Management: Yes
  • Tax Management: Yes
  • Time Management: Yes

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