HubSpot Smart CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Contact Management
- Deduplication
- Task and Activities
- Notification Management
- Integrations
- UI Defaults
- App Marketplace
- Permission Settings
Pricing Info
Pricing Info
Please visit HubSpot website for current pricing details.
Integrations
Integrations
HubSpot supports integrations with hundreds of apps listed in their App Marketplace.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
TUI Travel, ABBYY, Shoretel
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
HubSpot CRM is the winner of our 2019 Best CRM Award. It has a free CRM platform that offers a powerful set of tools to engage customers and manage CRM-related operations. HubSpot takes care of all customer engagement channels from website traffic to landline calls. It is easy to use and it can integrate with other business systems as well.
Company Email
Contact No.
Company's Address
HubSpot, Inc.
25 First Street, 2nd Floor, Cambridge, MA 02141
USA
HubSpot Smart CRM Comparisons
Popular HubSpot Smart 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
Contact No.
Company's Address
11285 Pyrites Way, Suite B
Gold River, CA 95670
USA
Redtail CRM Comparisons
Popular Redtail CRM Alternatives
You should keep in mind that even though both HubSpot Smart CRM and Redtail CRM may provide a reliable set of features each product may be created for a different company size. If you are analyzing various solutions you may want to give some attention to a company size they are meant for. Some elements could scale up with no problem for huge enterprises but if you own a small or medium company it’s often more sensible to stay away from paying for advanced functionalities that you might never actually use.
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