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
- Customer Relationship Management
- Business Development
- Lead Management
- Opportunity Pipeline
- Sales Pipeline Management
- Proposal Automation
- Account / Project Management
- Reporting and Metrics
- Activity / Personnel Management
- Marketing Campaign Management
Pricing Info
Cosential offers two enterprise pricing packages packed with the same features:
- Full User – $70/user/month
- Read Only User – $10/user/month
Features include:
- Post-sale system administration, maintenance, upgrades, technical support, and more.
- Free online Support Center with FAQs, self-guided tutorials, user guides, and video demos, as well as phone and email support.
- No additional fees for use of the full suite of enterprise modules, applications, or plug-ins.
- All enhancements are immediately available to our customers at no additional charge.
- Extensive API services and third-party application integration.
Integrations
Cosential integrates with the following business systems and applications:
- Google Calendar
- Microsoft Outlook
- Viewpoint
- Microsoft Word
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bettisworth North Architects and Planners, KCI Technologies, JE Dunn Construction
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
Built for the AEC industry, Cosential comes loaded with a very extensive and powerful tool set that is tailored to meet the needs of AEC businesses.
Company Email
sales@cosential.com
Contact No.
Company's Address
610 West 5th Street, Suite 604
Austin, TX 78701
USA
Cosential Comparisons
Popular Cosential Alternatives
You should keep in mind that while both Redtail CRM and Cosential may provide a top quality array of features each software might be aimed at a different business size. If you are studying different apps you should focus on a company size they are catering to. Specific features may scale up effectively for large enterprises but if you run a small or medium business it’s frequently more sensible to refrain paying for advanced functionalities that you might never use.
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