Compare Redtail CRM vs. CustomerICare

You have so many CRM Software solutions in today’s market that selecting the best product may be frustrating. On our comparison page, it is simple to assess the features, pricing conditions, available plans, and more details of CustomerICare and Redtail CRM. It’s also possible to evaluate their score (7.0 for CustomerICare vs. 9.0 for Redtail CRM) and user satisfaction level (85% for CustomerICare vs. 100% for Redtail CRM). The scores and ratings offer you a solid idea how these two software products perform. Additionally, check if the software can integrate with existing business apps to ensure greater productivity. In case you you have to quickly locate the more reliable CRM Software according to our review team we advise you check out one of these products: HubSpot CRM, Freshdesk, Pipedrive.
Comparison

Redtail CRM

VS

CustomerICare

VS

Redtail CRM screenshot CustomerICare screenshot
Pricing Page

Score

Our Score

9.0 ?

Our Score

7.0 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

100% ?

Client Satisfaction

85% ?

Cost

Cost

$99

$22

Price Scheme

Price Scheme

Monthly payment Monthly payment | Quote-based
Detailed Review

Detailed Review

Product Info

Product Info

Redtail CRM is a web-based customer relationship management software which is designed exclusively for financial professionals.
Guide your web visitors and nurture them to become leads and make more conversions.
Quick Links
Client Types

Client Types

Small Business | Freelancers Small Business | Large Enterprises | Medium Business
Phone No.

Phone No.

+1-800-206-5030 8943048148
Devices Supported

Devices Supported

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Windows
Linux
Android
iPhone/iPad
Mac
Prominent Clients

Prominent Clients

KMS Financial Servies Inc., Cambridge Investment Research Inc., United Planners Financial Services Uniqa, Skandia, Nexterio, Riflessi, Digi Screens
Pricing Info

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

If you want to know about CustomerICare costs here are the details:

Freemium ($0, up to 1 operator)

  • monitoring 5 concurrent visitors
  • 1 concurrent chat
  • unlimited engagements
  • text chat only
  • 30 day chat history
  • 1 website
  • Prestige Care features for 30 days

Regular Care ($22, 1 operator/month)

  • monitoring unlimited visitors
  • unlimited concurrent chats
  • unlimited engagements
  • text, audio, video chat
  • unlimited chat history
  • analytics & reporting

Prestige Care ($32, per seat/month)

  • monitoring unlimited visitors
  • unlimited concurrent chats
  • unlimited engagements
  • text, audio, video chat
  • unlimited chat history
  • advanced analytics & reporting
  • intelligent chat routing
  • dedicated success manager

Enterprise (by quote)

  • tailored number of agents
  • business use case analysis
  • data ownership on-premises
  • short deployment cycle
  • dedicated success manager
  • high priority support (SLA)
  • possibility to host the service
  • feature requests
Types of Support

Types of Support

Phone Live Support
Training
Phone Live Support
Supported Integrations

Supported Integrations

Redtail CRM works seamlessly with the following services:

  • Morningstar
  • Riskalyze
  • LaserApp
  • Allbridge
  • MoneyGuidePro
  • WordPress
  • Magento
  • Joomla!
  • Drupal
  • Shopify
  • ZenCart
  • Zendesk
Vendor's Address

Vendor's Address

11285 Pyrites Way, Suite B
Gold River, CA 95670
USA
ul. Hauke-Bosaka 17/1
50-447 Wrocław, Poland
Available Languages

Available Languages

English English
Company Email

Company Email

support@redtailtechnology.com sales@customericare.com
Features

Features

Redtail CRM 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

CustomerICare FEATURES

  • text, audio, video chat
  • real-time website traffic monitor
  • chat window customization
  • pre-chat forms
  • lead generation automation
  • chat history
  • full-screen live chat dashboard
  • analytics and reporting
  • concurrent chats
  • intelligent chat routing
  • dedicated success manager
Pricing Page

Pricing Page

Learn more about Redtail CRM pricing Learn more about CustomerICare pricing
Software Comparison

Software Comparison

Compare with Oracle Sales Cloud
Compare with Odoo
Compare with Wantoo
Compare with Datanyze
Compare with JotForm
Compare with AccountingHub
Compare with Salesflare
Compare with Barefoot Agent
Compare with Kapdesk
Compare with iGlobe CRM Office 365
Compare with Freshsales
Compare with Corvisa Contact Center
Compare with Unomy
Compare with Yonyx
Compare with RepRevive
Compare with Microsoft Dynamics GP
Compare with Abhisi
Compare with Chime
Compare with AccountEdge
Compare with Oracle Service Cloud
Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

Page last modified

If you continue having second thoughts about which solution will work best in your case it may be a sound idea to investigate each service’s social metrics. These metrics are usually a sign of how popular a given software is and how extensive is its online presence. For example CustomerICare Twitter profile has currently 1144 followers. At the same time Redtail CRM Twitter is followed by 4127 users.