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
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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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All the data, facts and experiences that we shared in this analysis were collected from official vendor websites, advertising content available online, actual experience from real users as well as our own direct use of every solution by an expert. We pay a lot of attention to comprehensively test every service, therefore we not only analyze it internally, but we also match our observations with opinions of other people from the SaaS community.
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