Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Custom Branding
- Contact Management
- Product Management
- Organization Management
- ERP integration of Accounts, Contacts, Products, Quotes and Orders
- Storage
- Custom Fields
- Number of records
- API Access
- Accounts Management
- Order Management
- Helpdesk and Support
- Case Management
- Sales Forecasting
- Note Types( + custom)
- One Click Appointments and Conference Calls
- Automatic Call Notes Recording
Pricing Info
Pricing Info
Mogo CRM provides three priced editions and a free version as well.
Free
- Contact management
- 500MB storage
Premium – $12/month
All Free Features plus:
- 1GB storage
- Custom Branding
- Product Management
- Organization Management
Business – $48/month
All Premium features plus:
- 5GB storage
- API Access
- Accounts Management
- Order Management
- Helpdesk and Support
- Case Management
- Sales Forecasting
- Note Types( + custom)
- One-Click Appointments and Conference Calls
- Automatic Call Notes Recording
Enterprise – $96/month
All Business features plus
- Unlimited Storage
- Unlimited Custom Fields
- ERP integration of Accounts, Contacts, Products, Quotes and Orders
Integrations
Integrations
Mogo CRM supports integrations with the following business systems and applications:
- Gmail
- Google Contracts
- Google Calendar
- Google Docs
- Google Sites
- Google Voice
- Google Hangouts
- MS Lync
- Skype
- SAP
- Oracle
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Pygmalion. Santa Fe Way, Hatch Realty, Navigos
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
Mogo CRM makes it easy for users to communicate, collaborate, socialize, and close deals faster compared to traditional CRM platforms.
Company Email
Contact No.
Company's Address
1901 Harrison St, Ste. 1100 PMB# 5
Oakland CA 94612-3648
Mogo CRM Comparisons
Popular Mogo 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
Please pay attention to the fact that even though both Mogo CRM and Redtail CRM may provide an outstanding range of features each software might be designed for a different company size. If you are analyzing various solutions you may want to focus on a business size they are catering to. Specific features could scale up effectively for big enterprises but if you have a small or mid-sized business it’s frequently better to avoid paying for customized functionalities that you might never use.
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