Best CM software?
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[quote=Effay]redtail, Upswing, Smartoffice
I gave up on Redtail, and tried Upswing. After 4 days of waiting for customer service to answer an email regarding getting a little help importing contacts, I gave up and moved to EZData's SmartOffice. Hoooo Boy! This software can do it all, and will work for my practice management for years to come. Is it as good as the old AG Edwards Brokervision? Naw, not quite. But closer than RT by a long shot, and better than the 1990s crap we had at Jones. FYI, my brothers and sisters. [/quote]What's the cost of Smartoffice (financial advisor)? Didn't like the fact that the website doesn't list pricing unlike Upswing which openly lists all of their pricing menu...EZ Data should try EZ pricing.
In trying to find the best CRM for my practice, this post has been extremely helpful!
I've already done a good bit of research, and like this post, the three systems that keep coming up are: Redtail Ezdata Smartoffice UpswingFrom the sounds of it, several of you that posted on this thread in 2009 switched from Redtail to one of the other two.........so any more feedback regarding the switch??
I would love to hear from all others that have any specific feedback regarding the above systems!I moved from Redtail to Upswing in 2009. I like the switch. Upswing has very few clicks to enter information and if you want to import a list from excel it is pretty simple to do.
How is the cost comparison between the two? I'm still unsure if Upswing is actually a web-based CRM like Redtail? Anything that Upswing doesn't do that Redtail did?I moved from Redtail to Upswing in 2009. I like the switch. Upswing has very few clicks to enter information and if you want to import a list from excel it is pretty simple to do.
If it’s just you, $37 (Upswing) to $65 for Redtail. Redtail offers economies of scale that help; I believe they are likely to be a touch better in the integration category, especially with MGP; and other bolt-on tools (at a price) like email integration.
If you are starting out, Upswing is easier to learn. Uploading data proved to be no better than entering the data into Excel - there are too many bumps along the way (tags, relationships, data cleansing).
I switched from Redtail to Upswing(my b/d cost on redtail was only$50)… I found upswing much easier to use and quicker. On redtail it takes too many click and redirects to get the info I found…
Does it matter if it isn't the current year? Do you need the upgrades for ACT to work?You can get a copy of Act on Ebay for around $20. I’ve been using it for years.
Squash and Noggin -
Were you guys storing any documents on Redtail when you switch. How was the conversion?
One downside to Upswing ... LaserApp. It does integrate with L-A, but not as well as some of the other CRMS. That may or may not be relevant to you.
I wasn't storing any documents with Redtail so I can't answer that. I just like Upswing primarily because I use it only as a CRM. I am not trying to integrate anything into it. I am just using it to make sure that I have consistent client and prospect contact and to keep the information handy that I need with them. I think it is a good value as I use it.Squash and Noggin -
Were you guys storing any documents on Redtail when you switch. How was the conversion?
Didn't store any documents...Squash and Noggin -
Were you guys storing any documents on Redtail when you switch. How was the conversion?
[quote=walking9]Thanksk for that Redtail link. Any small RIAs using Redtail, or a better online CM? How about Outlook?[/quote]
I actually wrote a bunch of custom add-ins to Outlook and used it on our exchange server for years.
Alas…I’ve gotten too busy to maintain all that and just switched to Redtail. It’s Mac friendly, has an iPhone app and also integrates with any email client for automating retention and discovery compliance. Add in the SaS and no more server maintenance - it’s pretty sweet for RIAs.
I think my stabs at custom database programming are slowly dying - which is okay, I’ll just write programs for investing from now on.
JW
Jason .... isn't the cost for integration a bit cost prohibitive?[quote=walking9]Thanksk for that Redtail link. Any small RIAs using Redtail, or a better online CM? How about Outlook?[/quote]
…Redtail … also integrates with any email client for automating retention and discovery compliance…JW