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Compare Redtail CRM vs Client Heartbeat

What is better Redtail CRM or Client Heartbeat? The perfect CRM Software is a solution that can address your company’s unique demands. You can identify which choice is best suited for your company if you examine different products before you decide which one is the best.

For instance, Redtail CRM and Client Heartbeat are scored at 9.0 and 8.6, respectively, for all round quality and performance. Similarly, Redtail CRM and Client Heartbeat have a user satisfaction rating of 100% and 84%, respectively, which reveals the general satisfaction they get from customers. Moreover, talk to an existing user of the software and ask for their comments regarding the solution in question.

People who are pressed for time or would like to get a CRM Software suggestion from our experts might want to try out these top choices for this year: Salesforce CRM, Freshsales, HubSpot CRM.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $99

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

KMS Financial Servies Inc., Cambridge Investment Research Inc., United Planners Financial Services

Integrations

Redtail CRM works seamlessly with the following services:

  • Morningstar
  • Riskalyze
  • LaserApp
  • Allbridge
  • MoneyGuidePro

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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

NOAWARDS
YET

SmartScore™

OUR SCORE 8.6

User Satisfaction

CUSTOMER EXPERIENCE 84%

Pricing

Starting from $29

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Custom Surveys
  • Periodic Surveys
  • Recommended Questions
  • Quick Filter
  • At Risk Customer Alerts
  • Company and Customer Trends
  • Company Reports
  • Industry Benchmarks
  • Testimonials
  • CRM Integration
  • Automatic Followups
  • Social Sharing
  • Automatic Reminders

Pricing Info

Client Heartbeat offers four SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best option for your company:

Basic – $29/month

  • Unlimited Surveys
  • 1 User
  • 50 Contacts
  • Company Branding

Gold – $59/month

  • All Basic features
  • 5 Users
  • 500 Contacts
  • CRM syncing/API access

Platinum – $89/month

  • All Gold features
  • 10 Users
  • 1000 Contacts
  • 3 Sub Accounts
  • Concierge Support

Enterprise – $449/month

  • All Platinum features
  • 50 + Users
  • 10,000 + Contacts
  • 10 Sub Accounts

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

JBS Bookkeeping, Effective IT, Dorks Delivered

Integrations

Client Heartbeat integrates with the following business systems and applications:

  • Salesforce Sales Cloud
  • Autotask
  • Seamless Docs
  • ConnectWise

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Client Heartbeat is a customer survey tool that monitors customer satisfaction to intelligently identify how happy or unhappy your customers are.

Company Email

support@clientheartbeat.com

Contact No.

Company's Address

Brisbane, Australia

HubSpot CRM

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

free

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Customize views
  • Deal and Task Board
  • Hubspot Marketing Synchronization
  • Drag and Drop Communicator
  • Email Integration
  • Phone Integration
  • Website Integration
  • Enrichment
  • Social Media
  • Company Database
  • Website Visitors
  • Email Connections
  • Sidekick Integration
  • CRM Details
  • Templates, Tracking, and Scheduling

Pricing Info

HubSpot CRM is 100% free and includes the following features for an unlimited amount of time:

  • Contact management
  • Contact & company features
  • Company records
  • Gmail & Outlook integration
  • Documents
  • Forms
  • Contact activity
  • Facebook & Instagram lead ads
  • Canned snippets
  • Email scheduling
  • Email tracking notifications
  • Email templates
  • Conversations inbox
  • Team email
  • Live chat
  • Conversational bots
  • Calling
  • Meetings
  • Deals
  • Tasks
  • Ticketing
  • Reporting dashboard
  • Prospects

 

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

TUI Travel, ABBYY, Shoretel

Integrations

HubSpot supports integrations with the following business systems and applications:

  • GoToWebinar
  • Salesforce
  • Pocket
  • Instapaper
  • Magento
  • Zapier
  • Wistia
  • LeadPages
  • SurveyMonkey
  • Shopify
  • Brightinfo
  • Invoca
  • SlideShare
  • Eventbrite
  • WordPress
  • Google Chrome
  • Google Drive
  • DropBox
  • Sidekick
  • Base CRM
  • Pipedrive CRM
  • Bigcommerce
  • Snapengage
  • Gravity Forms
  • DataHero
  • Wufoo Forms
  • Uberflip
  • Netsuite
  • Zoho CRM
  • SugarCRM
  • ReadyTalk
  • GoChime
  • Zerys
  • Scripted
  • Microsoft Dynamics
  • Membrain
  • RelateIQ
  • Perfect Audience
  • HelloSign
  • Appcues
  • Infer
  • HubSpot Marketing, Sales & Service

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

HubSpot CRM is the winner of our 2018 Best CRM Award. It is a free CRM platform that offers a powerful set of tools that can transform the way your team works.

Company Email

Contact No.

Company's Address

25 First Street, 2nd Floor
Cambridge, MA 02141
USA

No CRM Software will manate to solve all the needs of a business. While main functionalities of Redtail CRM and Client Heartbeat are obviously a priority you should also thoroughly study the integrations supported by a given service. Very often you will already be making use of other types of SaaS software in your company and it’s definitely better to go with products that integrate well with each other. That way you can guarantee an effortless exchange of information between your teams and services, which can considerably reduce time devoted to migrating between one service and the next.

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