Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Marketing Campaigns
- Target Group Selection
- Personalized Messaging
- Friendly Text Editor
- Wildcards & Attachments
- Easy Export/Import of Data
- Drag-and-Drop Customization
- Automated Feedback Tracking
- See emails sent, delivered, read, links clicked and unsubscribed
- Concise Statistics
- Financial Rentability Evaluation
- Converting incoming emails into leads
- Tracking sales leads
- Automated Web Forms
- Detection of Opportunities
- Business Management
- Pricelist Quotations
- Quick overview of success, turnover, profit, and rep substituability
- Customer Management
- Segmentation and Sorting based on relationship, geography, importance, potential, size, or custom fields
- Automated import/export of contacts with Outlook
- Customer State
- Data Sharing
- Outlook Auto Reminders
- Custom Reminders
- Synchronization of Contacts with cell phones
- Professional Bulk Emails
- Custom Reports
- Project Management
- Lead-to-Project Conversion
- Copy and Save communication history (with attachments)
- Different Workflows for each business type
- Automated Tasks & Important Milestones
- Assign Roles & Responsibilities
- Deadlines & Budgets
- Project Calendar
- Constant Time & Finance comparison
- Notifications
- Human Resources Planning
- Fully-Featured Android App
- Reports & Analyses
- Offline Data Availability
- Several Types of Reports (Sales Efficiency, Project Progress, Employee Timesheets, Finances, Customers, Custom)
- Export to Microsoft Excel, PDF or Microsoft Word.
- Everything print ready
- Open API
- Phone & Email Support
Pricing Info
Pricing Info
eWay-CRM offers a free plan as well as three enterprise pricing options for users to consider. You have the possibility to use a 200 MB package for free, subscribe for a cloud-hosted 10 GB package and pay per month, or purchase the full-time local server license. Here are the details per each package:
Free
- 200 MB Storage
- Customizable
- Multiple Devices
- Email Support
Premium – Monthly Subscription – $28/user/month
- 10 GB Storage
- Data Sharing
- Customizable
- Multiple Devices
- Mobile App
- Phone Support
Premium – Lifetime License – $399/user (+18% annual support fee)
- Your server
- Data Sharing
- Customizable
- Multiple Devices
- Mobile App
- Phone Support
Integrations
Integrations
eWay-CRM is integrated with many great tools:
- Microsoft Office
- Quickbooks
- WordPress
- TeamViewer
- Poll Everywhere
- Tableau
Also eWay-CRM is an open API system, which means you can connect it to virtually any third-party system or business application. TO facilitate service delivery, the system offers native integration to Microsoft Outlook.
Contact the vendor for technical details.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Caverion, Skoda, Logicon
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
eWay-CRM is a comprehensive CRM for Outlook for users looking to improve traction with customers and turn basic data into operable intelligence.
Company Email
info@eway-crm.com
Contact No.
Company's Address
1200 Main Street
Kansas City, Kansas
USA
eWay-CRM Comparisons
Popular eWay-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
In case you continue having doubts about which service will work best in your case it may be a sensible idea to examine each service’s social metrics. Such metrics are usually a way to see how popular each product is and how extensive is its online presence. For example, in case of Facebook eWay-CRM has 59 likes on their official page while Redtail CRM profile is liked by 1312 users.
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