Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Sales Force Automation
- Sales Pipeline Management
- CRM Dashboard
- Reports and Analytics
- Lead Management
- Contact Management
Pricing Info
Pricing Info
DigitalCRM offers two enterprise pricing plans for users to choose from. Give the details a look, and choose the best plan for your business:
Cloud – $50/month
- Contact Management
- Lead Management
- Sales Force Automation
- Sales Pipeline
- CRM Dashboard
- Reports and Analytics
- Web to Lead Form
- Newsletter
- Forecast
- Territory Management
Self-Hosted – $700
- Contact Management
- Lead Management
- Sales Force Automation
- Sales Pipeline
- CRM Dashboard
- Reports and Analytics
- Web to Lead Form
- Newsletter
- Forecast
- Territory Management
Integrations
Integrations
DigitalCRM integrates with the following business systems and applications:
- Google Apps
- WordPress
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Digitalcrm.com is an online CRM Software which automates the process of Lead Management, Sales Pipeline, Marketing and presents insightful analytics and reports in CRM Dashboard.
Company Email
Company's Address
DigitalCRM Comparisons
Popular DigitalCRM 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
If you continue having second thoughts about which app will work best for your business it might be a sound idea to check out each service’s social metrics. Such metrics are quite often a way to see how popular every solution is and how extensive is its online presence. For example DigitalCRM Twitter account has currently 0 followers. At the same time Redtail CRM Twitter is followed by 4127 people.
Page last modified