Dear Redtail,

I'm likely going to have to break up with you. We have only been together for a few months, but I don't feel heard or understood. When we first started together, I was over the moon with opportunity and what was possible. Everything you shared in the marketing lead me to believe that my calendar and email would sync with outlook in a way that I could focus my attention on having my CRM/Redtail be my primary access point for everything in my company. But you lied to me. I have found this to NOT be true. SuiteSync was there in the beginning, but is no longer, the calendar "syncing" is a shadow posting to outlook and, therefore, does not hard block time on outlook causing me to be double booked from my booking app vs my what my team sees on Redtail calendar. Email integration to reflect the activity with a contact does not exist unless I pay for archiving. Again, your website still promotes SuiteSync as an integrated, bi-directional link to outlook calendar and email, but is no longer an option on the integrations page. Additionally, as an independent advisor, there is more to our revenue than AUM. Opportunities should be able to be sorted by revenue instead of just AUM.

I have spoken to other owners who are experiencing the same issues (more recently over the past 6 months or so). I'm hearing from them the only reason they stay is inertia/fear of change. Anytime I contact redtail about my issues you're not listening; it sounds like this is news to them that there is an issue vs being more systemic. I don't have the time or patience to work through hours of band-aid solutions to a problem Redtail does not seem to know it has. My suggestion is to listen to your clients and communicate effectively. There is an issue for you but I get the sense you are complacent.

I have been trying to make this work but cannot keep managing two CRMs (Outlook and Redtail). I have not been on the system very long, but I'm not seeing the innovation and flexibility advertised. Maybe I'm missing something, but perception is 90% of reality. Let me know if I'm wrong, PLEASE!