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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Centralized Contract Data & Documents
- Search Capabilities
- Contract Data Validation
- Contract Authoring
- Document Templates
- E-Signature
- Contract Lifecycle Management
- Workflow Creation
- Automatic Alerts & Reminders
- Contract Data Reporting & Analysis
Pricing Info
ContraxAware offers three enterprise pricing plans for users to choose from. These plans are available through a monthly subscription. Refer to the vendor’s official website so you can see the specific features included in each plan. Here’s an overview:
Essential – $500/month
- Includes 5 full users
- Unlimited storage
- Additional users – $55
Professional – $995/month
- Includes 10 full users
- Unlimited storage
- Additional users – $99
Enterprise – $2,995/month
- Includes 20 full users
- Unlimited storage
- Additional users – $55
Integrations
ContraxAware supports integration with third-party e-signature software.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
An easy to implement contract management solution that helps you achieve business growth through standardized, transparent, and automated workflows.
Company Email
sales@ContraxAware.com
Contact No.
Company's Address
ContraxAware Inc.
9B Kidder Rd,
Chelmsford, MA 01824
USA
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Both Redtail CRM and ContraxAware were tested by a team of independent B2B experts who conducted a full study of all key elements of every software. Their ultimate rating was prepared by means of unique SmartScore algorithm which provides a separate partial score to each factor including: main features, client support, mobile device support, security, user satisfaction as well as market presence. Here at FinancesOnline we realize useful features are not the only thing important to a business so we make an effort to pay attention to all sides of a solution before calculating its final rating.
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