Redtail 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
Popular Redtail CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Online presence
- Review monitoring
- Review generation
- Review management
- Review marketing
- Payment processing
- Chatbots
- Customer surveys
- AI-powered feedback processing
- Social listening
- Social ticketing
- Business insight
- Competitor analysis
- Digitized referral programs
- Listing management
Pricing Info
Birdeye’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.
Integrations
Birdeye integrates with over 3,000 software systems to automate reviews, online visibility, operations, and revenue. Among the third-party applications that Birdeye integrates with include the following:
- Cro Software Solutions
- FreshBooks
- InvoiceASAP
- MoverBase
- Peachtree
- QuickBooks Desktop
- QuickBooks Online
- Square
- The Edge
- Zoho CRM
Birdeye also seamlessly integrates with Google apps and services:
- Google private API for Reviews
- Google My Business
- Google Messaging
- Google Maps
- Google Knowledge Panel
- Advanced Google analytics
- Google single sign-in
- Google Seller Ratings
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
AMN Healthcare, Boardwalk, Ace Rent-a-Car
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
A reliable reputation management and customer experience software designed to help businesses transform their customers into a powerful marketing engine. It allows businesses to analyze various customer feedback and reviews across major social channels, surveys, and review sites. Birdeye provides businesses a solid platform for review generation, monitoring, management, and marketing.
Company Email
Contact No.
Company's Address
2479 E. Bayshore Rd, Suite 100
Palo Alto, CA 94303
USA
Birdeye Comparisons
Popular Birdeye Alternatives
When you pick a product that you believe will work best for your team you shouldn’t just pay attention to what professionals have to say about it. Quite frequently personal experience with the app will vary, depending on specific goals and requirements. That’s why in our reviews we also provide our User Satisfaction Rating for every service to give you an immediate impression of how real users of Redtail CRM and Birdeye evaluate their contact with the service. Our system is built around complex analysis of product mentions on other sites, social networks and blogs, so you will obtain a full and credible overview of what other people think about every service. In this case Redtail CRM got a total satisfaction rating at N/A% while for Birdeye 97% of users say they had an enjoyable experience with it.
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