Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Lead Automation & Lead Management System
- Lead Email, SMS & Voice Communication
- Lead Dashboards, Reports & Analytics
- Sales Pipeline & Opportunities Management
- Opportunity Email, SMS & Voice Communication
- Sales Pipeline Tracking & Reporting
- Sales Activities Management
- Sales Team Tracking Reports
- Business Intelligence Reports
- Daily Activity Plan
- Call, Email Clients directly from App
- GPS Location based Activity Updates
- Lead Reports & CRM BI Reports
- Sales CRM Reporting & Business Intelligence
- Sales Activities Reports & Business Intelligence
- Form & Fields CRM Customization
- Reports & Templates Customization
- Email/SMS Customization
Pricing Info
Pricing Info
Cratio CRM offers two enterprise pricing plans for users to choose from. Give the details a look, and choose the best plan for your company:
Sales CRM + – Rs.499/User/Month (Billed Quarterly) or Rs.399/User/Month (Billed Annually)
- Minimum 5 Users
- All Essential CRM Features
- Automatic Lead Capture From Portals
- Fields & Reports Customization
- Cloud Telephony Integration
- Daily Usage/Activities Reports in Email
Sales CRM Enterprise – Rs.599/User/Month (Billed Quarterly) or Rs.499/User/Month (Billed Annually)
- Minimum 5 Users
- Territory Management (Location & Product)
- Products, Sales Quotation & Templates
- Advanced Data Sharing & Security Rules
- Customized Modules, Forms & Reports
- API, Webservices & 3rd Party Integration
Integrations
Integrations
Cratio CRM integrates with the following business systems and applications:
- Knowlarity
- Ozonetel
- MyOperator
- Exotel
- Facebook Ads
- Google Adwords
- LinkedIn Ads
- Indiamart
- Alibaba
- Sulekha
- Justdial
- YellowPages
- 99 Acres
- Magic Bricks
- Shiksha
- Careers 360
- Carwale
- CarTrade
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Redington, Wago, Ababil, Asianet
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
Cratio CRM Software is the leading Cloud based CRM Software Solution Provider in India at an affordable price when compared to the competitors.
Company Email
sales@cratio.com
Contact No.
Company's Address
52, First Main Road, New Colony
Chrompet, Chennai - 600044
India
Cratio CRM Comparisons
Popular Cratio CRM 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
You shouldn’t expect only a broad array of functionalities and flexible pricing from a well-known CRM Software. Almost as crucial as key features is a trustworthy customer support. You want to make sure that in a situation where you have any questions about Cratio CRM or Redtail CRM, or you run into a problem, or perhaps you’ll want to request a certain revision or functionality beneficial to your business you can trust in a responsive and helpful customer support. See whether services such as phone support, tickets or live chat are provided. What is more, it’s a major asset if you are able to profit from personal training or at least an FAQ you can use.
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