Skip to content

Gideon Drucker

← Customer Feedback for Redtail Technology

My feedback

1 result found

  1. Scrap Worflows and Start Over

    52 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Gideon Drucker commented  · 

    Couldn't agree more. It genuinely blows my mind that Redtail Workflows is as clunky, terrible looking, and ineffective as it is. It looks like it's from 20 years ago...Redtail is a CRM, how is this possible? The fact that almost every Redtail user I know has to bring in 3 party task management tech because it's just a given that Redtail can't do it is crazy.

    I would suggest fixing this before Redtail users just simply move to Wealthbox, ***** or other platforms that do a lot more in a much more efficient way.

    Gideon Drucker supported this idea  · 

Feedback and Knowledge Base

(thinking…)