Redtail CRM vs 360 View

Last Updated:

Our analysts compared Redtail CRM vs 360 View based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Redtail CRM Software Tool
360 View Software Tool

Product Basics

Redtail CRM is a web-based client relationship management solution tailored specifically for financial advisors and their teams. It helps simplify client management, automate workflows and improve collaboration within financial services firms. The platform also includes compliance features to meet regulatory requirements and offers opportunity tracking for managing sales pipelines.

It’s best suited for mid-sized to large financial advisory firms that need complex workflow management and extensive customization. It's helpful for teams managing intricate client relationships and requiring integration with other financial software.

Users like Redtail's feature set and its ability to handle complex workflows. They find the customization options useful, though they come with a steep learning curve. Some users report challenges with the system's speed, occasional glitches and a sometimes overwhelming interface. The quality of customer support has mixed reviews, with some users finding it lacking in responsiveness.

Starting at $39 per month per user, Redtail CRM is an affordable solution in the long term, especially given its industry-specific features. However, some key features, such as email integration, may come with additional costs.

read more...
360 View empowers financial institutions to meet their customer needs digitally with features that take care of personalized relations, enhance technology, scalable communications, data analytics and supports sales efforts. It takes care of various factors such as relationship management, targeted market, financial know-about for business solutions.

The software can be customized for the needs of businesses outside the financial industry, providing greater flexibility and capability options.

Pros
  • Unified customer data
  • Personalized interactions
  • Better insights
  • Improved decision-making
  • Enhanced customer experience
Cons
  • Data accuracy challenges
  • Privacy concerns
  • Implementation complexity
  • Training requirements
  • Potential for information overload
read more...
$99 Monthly
Get a free price quote
Tailored to your specific needs
$50/User, Monthly
Get a free price quote
Tailored to your specific needs
Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Switch Without the Hassle: Easily change CRM providers with Redtail's free database migrations. Once you activate your subscription, they provide complimentary database imports from nearly every major solutions provider.
  • Connect With Your Favorite Tools: Redtail offers integration with popular financial software, including portfolio management systems, accounting software and compliance tools. This keeps all your important information in sync across platforms.
  • Stay Compliant With Ease: The platform incorporates strong compliance features designed specifically for the financial services industry. These tools help firms adhere to regulatory requirements like SEC Rule 17a-4(f).
  • Quickly Generate Custom Reports: With Redtail, you can run reports for almost any scenario you can think of. Choose from a wide range of standard reports and exports, or create your own custom exports to fit your needs.
read more...
  • Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers. 
  • Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information. 
  • WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention. 
  • Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees. 
  • Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards. 
read more...
  • Automated Workflows: The workflow feature allows you to design automated processes that mirror your existing business practices. This not only creates a clear trail of accountability for each task but also ensures you don’t overlook any important step.
  • Extensive Integrations: Redtail continuously expands its integration capabilities with industry partners, allowing you to easily incorporate Redtail into your existing tech stack.
  • Calendar System: This feature offers a bird’s eye view of schedules for the entire office. The Retriever Cloud tool takes it a step further by enabling sync with Office 365 and Google Calendar.
  • Seminar Management: The platform helps improve customer experience by going beyond simple event planning, doubling as a tracking tool for call and email campaigns.
  • Contact and Task Management: Redtail CRM excels in enabling teams to work together seamlessly. Users can easily collaborate on client-related tasks, ensuring that everyone stays on the same page and client needs are met.
  • Opportunity Tracker: This feature helps monitor and progress prospects or current clients through the sales process, keeping all open opportunities visible and manageable in one location.
  • Mobile Accessibility: Redtail’s free mobile app lets you access CRM data on the go. While it focuses only on core functions like managing contacts, calendars and opportunities, it provides the flexibility needed for professionals who are frequently away from their desks.
read more...
  • 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals. 
  • Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey. 
  • Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors. 
  • Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards. 
  • Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard. 
  • Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports. 
read more...

Product Ranking

#34

among all
CRM Software

#205

among all
CRM Software

Find out who the leaders are

User Sentiment Summary

Great User Sentiment 259 reviews
we're gathering data
86%
of users recommend this product

Redtail CRM has a 'great' User Satisfaction Rating of 86% when considering 259 user reviews from 4 recognized software review sites.

we're gathering data
4.4 (136)
n/a
4.1 (81)
n/a
5.0 (1)
n/a
4.5 (41)
n/a

Synopsis of User Ratings and Reviews

Competitive Pricing: Compared to other CRMs in the same price range, Redtail offers more advanced features while remaining affordable.
Transition Process: Migrating from another CRM to Redtail is well-supported and typically goes smoothly, minimizing disruption to your business operations during the transition.
User-Friendly Interface: Redtail CRM is easy to use and straightforward, even for users with varying levels of technical expertise.
Show more
Unified customer view: Gain a 360-degree perspective of each customer across all touchpoints, leading to personalized interactions and improved relationships.
Actionable insights: Leverage data-driven insights to optimize sales pipelines, marketing campaigns, and overall business performance.
Enhanced collaboration: Break down data silos and foster seamless teamwork across departments with shared customer information.
Increased efficiency: Automate repetitive tasks and streamline workflows to free up time for strategic initiatives.
Improved decision-making: Make data-backed decisions based on real-time customer data and comprehensive analytics.
Show more
Inconsistent Customer Support: Support agents sometimes struggle with simple requests, and the lack of direct phone numbers can make it difficult to get timely assistance. After the initial migration, users found ongoing support, training and assistance to be insufficient.
Technical Glitches: Users may encounter small bugs, such as incorrect information transfers or the creation of duplicate profiles when data doesn't match exactly.
Challenging Initial Setup: The initial configuration of Redtail, especially setting up workflows, can be difficult, making the implementation process time-consuming and complex.
Show more
Data accuracy challenges: Relies heavily on the quality of source data, requiring ongoing maintenance and potentially manual corrections.
Integration complexity: Connecting multiple systems can be time-consuming and may require technical expertise.
Privacy concerns: Aggregating extensive customer data necessitates robust security measures and compliance with privacy regulations.
User adoption: Encouraging widespread adoption across teams can be challenging, especially for organizations with varying levels of technical proficiency.
Customization limitations: Flexibility for certain customizations might be restricted, potentially requiring workarounds or additional development efforts.
Show more

Testing Redtail CRM’s full Growth plan was a rollercoaster of impressions. I’d say it’s an adequate tool for finance professionals, but be prepared for a steep learning curve."One of Redtail's standout features is its workflow capabilities. I was impressed by how it helps build complex, detailed workflows to track each piece of business from start to finish. This undoubtedly prevents missed opportunities and service issues. That said, for smaller offices, this feature might be overkill, potentially creating more work than it saves.The customization options are extensive. You can tailor almost every field to fit specific business needs, which is great for those willing to invest the time to set it up properly. And therein lies the rub — it took a lot of trial and error to get the system working smoothly for our team.I appreciated the mobile syncing feature, which kept my contacts and calendar at my fingertips. The calendar view in Redtail is also quite good, and the ability to set different permissions for each staff member is a nice touch.The system can be frustratingly slow at times, and I experienced glitches, particularly when integrating with other software. So, expect some potential technical hiccups along the way.While Redtail is a good choice for managing workflows and generating professional-looking reports, I found it less suitable for complex marketing campaigns or deep customer data analysis. It's worth noting that it's designed specifically for the financial services industry, which limits its flexibility compared to more general CRM platforms.Redtail CRM is a potent tool that can be incredibly useful once you've climbed the steep learning curve. It's best suited for complicated teams in the financial services sector who are willing to invest time in learning its nuances and customizing it to their needs.

Show more

360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.

Show more

Screenshots

Top Alternatives in CRM Software


Copper CRM

Creatio

Dynamics 365 Sales

Freshsales

HubSpot Sales

Insightly

monday sales CRM

Nimble CRM

Oracle Sales Cloud

Pipedrive

Pipeliner CRM

Salesforce Sales Cloud

SAP Sales Cloud

Sugar Sell

Zendesk Sell

Zoho CRM

Related Categories

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings