Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Churn signal discovery
- Customer activity scores
- Automated alerts
- Marketing campaigns
- Proactive churn prevention
- Team and portfolio analysis
- Event-based triggered actions
- Individual user predictions
- Visual charts
- Machine learning algorithms
- Customer health scores
- Drill down into metrics
- Task creation
- Live activity stream
- Product usage analysis
- Metric alerts
- Customer success workflows
- Net promoter score
- Integrations with Salesforce, Zendesk, Desk.com and more
- Predict customer health
- Powerful data science
- Product usage analysis
- Fast deployment
Pricing Info
Pricing Info
Pricing available by quote only. Contact the company directly for pricing details.
Integrations
Integrations
Preact integrates with the following business systems and applications:
- Zendesk
- Responsys
- Act-On
- Salesforce
- MailChimp
- Eloqua
- HubSpot
- Marketo
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bitium, Handshake, UserVoice
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
Preact's data science makes it easy to decode customer behavior, so you can reduce churn and drive revenue with precision.
Company Email
Contact No.
Company's Address
290 King St #10, San Francisco, CA, United States 94107
Preact Comparisons
Popular Preact 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
In case you are still having doubts about which service will be best for your company it may be a good idea to take a look at each service’s social metrics. Such metrics are frequently an indicator of how popular every software is and how extensive is its online presence. For instance, in case of Facebook Preact has 265 likes on their official page while Redtail CRM profile is liked by 1312 users.
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