Redtail CRM
NOAWARDS
YET
Pricing:
Starting from £19.98
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Capture a customer’s contact information
- Capture interactions between your agent and customer
- Customer reference Number
- During an interaction, your agent can create several service requests
- End-to-end customer management
- Raise service requests while on the phone with your customer
- Full access to the knowledge management
- Recorded interactions with the customers
- Send emails and texts to customer directly
Pricing Info
Pricing Info
Starter: £19.98 per user/month
- Service desk
- 2000+ pre-built forms
- Web forms
- 1 GB Storage
Standard: £29.98 per user/month
- Contact Centre
- Service Desk
- Customer Self Service
- 5 GB Storage
Professional: £69.98 per user/month
- Case Management
- Mobile Apps
- Mobile Worker
- 15 GB Storage
Enterprise: £89.98 per user/month
- Integration
- Full Branding
- Training
- 25 GB Storage
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
iTouchVision Contact Centre offers a universal way of managing your customers’ accounts.
Company Email
Company's Address
6-8 Bonhill street London, EC2A 4BX United Kingdom
iTouchVision Contact Centre Comparisons
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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
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You should note that even though both iTouchVision Contact Centre and Redtail CRM may provide an excellent array of features every app might be aimed at a different company size. If you are analyzing various solutions you may want to focus on a business size they are catering to. Some functionalities may scale up efficiently for large enterprises but if you run a small or medium business it’s often more sensible to avoid paying for advanced functionalities that you might never have a chance to use.
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