Review Detail
Overall rating
3.7
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
3.0
Productivity
4.0
Client Portal
1.0
Integration
3.0
Security
5.0
Pricing
3.0
Redtail CRM
Enjoy using the CRM all in all.
User Review
The Good
Easy to use...
The Bad
Too many options to wrap arms around.
The Bottom Line
Love all of the available options, and have signed on to the Concierge service to better tailor the functions of the CRM to our specific office.
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