Base CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Complete with core sales tools
- Full visibility into current opportunities in your sales pipeline
- Insights to grow your business
- Tailored to your needs
- Set sales goals and quotas
- User-friendly and easy to navigate controls
- Track and sort email automatically
- Integrate with the popular online and social media tools
- Powerful and unified sales contact card
- Easy access to call records, emails and notes
- Syncing of communication exchanges in one file
- Fast integration of your email account to Base to track customer interactions
- Auto-updating of contacts
- Integration with Google Apps
- Easy access with and filtering/sorting of relevant data
- Analysis of customer data
- Access all of data 24/7 anywhere on your mobile phone or tablet, even when it is offline
- Use of geolocation in real time to search for prospects and customers that are nearby
- Lead tracking and capture
- Easy production of sales reports and forecasts
- Fast call function from Base
- Recording of calls with customers
Pricing Info
Starter – $45/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
Professional – $95/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
- Full Funnel Forecasting
- Team Performance Analytics
- Task Automation
- Team Document Storage
Enterprise – $145/seat per month (billed annually)
- Customized Sales Pipeline
- Basic Sales Tracking and Reporting
- Full-Featured Mobile CRM
- Full Funnel Forecasting
- Team Performance Analytics
- Task Automation
- Team Document Storage
- Predictive Sales Intelligence
- Lead & Deal Scoring
- Products & Price Book
- Multiple Sales Pipelines
- Role-Based Permissions
Integrations
Base integrates with various tools and services listed below to make you even more productive:
- Dropbox
- Xero
- MailChimp
- Harvest
- Google Drive
- Google Chrome
- Yesware
- Zapier
- Outlook
- Quoteroller
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Micro Documentaries, Wells Fargo, Xerox
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
Base CRM is a software tool that helps you to improve your business productivity and sales by customizing your business sales stages and work processes.
Company Email
support@getbase.com
Contact No.
Company's Address
410 Cambridge Ave, 1st Floor
Palo Alto, CA 94306
USA
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All the data, facts and statistics that we presented in this table were taken from official vendor websites, promotional resources available online, real-life experience from real customers as well as our own direct use of every product by an expert. We put a lot of effort to extensively examine every service, therefore we not only examine it ourselves, but we also correlate our results with opinions of other members from the B2B community.
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