Bigin
vsRedtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Manage contacts
- Custom contact fields
- Import records
- View deals
- Manage deals
- Filter deals
- Bulk actions
- Workflow automation
- Dashboards
- Customizable webforms
- Manage products
- Tasks
- Events
- Built-in telephony
- Log-a-Call
- Send emails
- Mass emails
- Email templates
- Twitter channel
- Data backup
- Audit logging
Pricing Info
Pricing Info
Available pricing plans:
Free – $0
- One Pipeline
- One User
- 500 Records
- Import 250 records per batch
- 50 List View records
- Three Workflow Rules
- One Webform
Express – $9/user/month ($7 if billed annually)
- Five Pipelines
- Multiple Users
- 50,000 Records
- Import 10,000 records per batch
- 100 List View records
- 25 Workflow Rules
- Five Webforms
- 10 Custom Dashboards
- Two data backups per month
- Audit Logging
Integrations
Integrations
- Zoho Desk
- Zoho Meeting
- Zoho Campaigns
- Zoho Card Scanner
- Office 365
- Zapier
- Gmail
- Zoho Flow
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HireXP, Antech Micro systems Pvt Ltd., Bedrock Success Consulting
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A quality all-in-one CRM designed for small businesses to keep track of prospects and visualize pipelines.
Company Email
support@bigin.com
Contact No.
Company's Address
Estancia IT Park,
Plot No. 140 & 151, GST Road,
Vallancherry Village,
Chengalpattu Taluk,
Kanchipuram District 603 202
India
Bigin Comparisons
Popular Bigin Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Automated Workflows
- If-Then Scenarios in Workflow Steps
- Task Management
- Seminar Management
- Categorize and Tag Records
- Clients’ Data Tracking
- Reports
- Activities Management
- Free Database Migration
- Integrations
- Broadcast Emails
Pricing Info
Redtail CRM offers a single enterprise pricing plan for all users. Here are the details:
- $99/month/database
- Includes 15 users
- Unlimited leads, contacts, reminders, and tasks
- Complimentary database conversions
- Broadcast emails
- Mobile app
- Custom exporting
- Access anywhere, anytime
- Backup and disaster recovery
- Document management
- Workflow processes
- Categorize and tag client records
- Detailed reports
- Seminar management
- Free support
Integrations
Redtail CRM works seamlessly with the following services:
- Morningstar
- Riskalyze
- LaserApp
- Allbridge
- MoneyGuidePro
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
KMS Financial Servies Inc., Cambridge Investment Research Inc., United Planners Financial Services
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Redtail CRM is a web-based customer relationship management software which is designed exclusively for financial professionals.
Company Email
support@redtailtechnology.com
Contact No.
Company's Address
11285 Pyrites Way, Suite B
Gold River, CA 95670
USA
Redtail CRM Comparisons
Popular Redtail CRM Alternatives
Both Bigin and Redtail CRM were reviewed by a group of independent B2B experts who carried out a full study of all crucial aspects of each solution. Their final score was prepared using our unique SmartScore algorithm which calculates an individual partial score to every component like: main features, client support, mobile support, security, client satisfaction as well as media presence. Here at FinancesOnline we are aware that useful features are not the only factor important to a business so we do our best to pay attention to all sides of a solution prior to giving it a final rating.
Page last modified