The Forbes Advisor editorial team is independent and objective. Redtail CRM made it to Forbes Advisor’s Best CRMs of 2021 list owing to its straightforward and easy-to-use interface and focus on finance professionals. It also allows you to track call campaigns as well as email campaigns. You can schedule seminars for your clients directly from the CRM interface. You can use Notes to add crucial details about client interactions, which helps in tracking client progress through the sales pipeline. Besides popular work tools like Google Calendar, Redtail CRM offers hundreds of finance-specific integrations for financial planning, risk analysis, marketing, email compliance and more. It even tells you the date for the next step in the funnel. You can also create a funnel for every contact and get a quick preview of where you are in the process. Automated workflows can be designed to replace all your manual processes.

Besides the standard reports, you can generate customized reports too. These reports are useful not just for the salesperson trying to be on top of the leads generated but also for managers who want to have a bird’s-eye view of who is working on what. Redtail CRM provides a multitude of reports like activity reports, document reports, email reports and workflow reports.

You can also group together the contacts going through the same sales process. Redtail CRM opportunities tracker enables you to view and keep track of sales pipeline progress and move clients and contacts through it. The contact list is sortable by name, status, category, source of data and type. This is the place to store all details about your leads and customers. You can change the view to weekly, monthly or yearly to organize yourself.Ĭontact list. The calendar entries can also be synced to Google Calendar or Microsoft 365 calendar. The Redtail CRM calendar shows entries for all users, making it super simple to understand workloads and schedule meetings accordingly. Core Features of Redtail CRMĬalendar view. If you want to add more members, talk to the company’s sales team for pricing.

It costs $99 per month per database for a team size of up to 15 members. Redtail CRM has a straightforward pricing plan.

This is a quick way to organize your workflow if you are a sales professional or managing a sales team. Its dashboard displays the “Today” tab when you log in, which has everything that you need to get done today. It charges its user per database rather than per user. Redtail CRM is a simple, user-friendly and intuitive tool developed specially for financial solopreneurs or small businesses.

Platinum notes 4.0 review