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
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
- Live Chat
- Reporting
- Integrations
- Call Support
- CUGIC Support
- 39 Languages Available
- Responsive Dashboards
- Encryption of all communications
Pricing Info
Cugic Live Chat offers several SMB and enterprise pricing plans to meet the needs of different users. A free startup plan is also provided. Take a look at the details and select the best plan for your business:
Cugic Chat Lite – Free
- 1 agent account
- 30-day chat history
- Embedded chat window
- 1 Concurrent Chat
Cugic Chat Professional – $13/seat/month or $10/seat/month (annual billing)
- Unlimited Chats
- Unlimited agent accounts
- Department Wise categorization
- Unlimited chat history
- Pop-up or embedded chat window
- Basic chat customization
Cugic Chat Enterprise – $23/seat/month or $18/seat/month (annual billing)
- Unlimited Chats
- Unlimited agent accounts
- Unlimited chat history
- Pop-up or embedded chat window
- Basic chat customization
- Basic Chat Stats
- API Integration
Cugic Chat Enterprise Plus – $46/seat/month or $37/seat/month (annual billing)
- Unlimited Chats
- Widget Unbranding
- Agent Reports
- Real-Time Monitoring
- Custom Logo In Chat Window
- Unlimited agent accounts
- Unlimited chat history
- Agent Activity
- Visitors Tracking Up to 1000 )
- Pop-up or embedded chat window
- Data security
Cugic Managed Live Chat Starter – $149
- 75 Enquiries or Leads
- 24 x 7 Avaiable Chat Agents
- Unlimited Chats
- Single Domain
- Free Live Chat Software
- Free Setup
- Dedicated Account Manager
- Carry Forward Unused Chats
- Chats Emailed Immediately
- Complete Technical Support
- Experienced Chat Agents
Cugic Managed Live Chat Enterprise – $449
- 500 Enquiries or Leads
- 24 x 7 Available Chat Agents
- Unlimited Chats
- Multiple Domains (maximum 5)
- Free Live Chat Software
- Free Setup
- Dedicated Account Manager
- Carry Forward Unused Chats
- Chats Emailed Immediately
- Complete Technical Support
- Industry Specific Chat Agents
- Complete Website Study
- Chat to Ticket Forwarding
- Unlimited Leads Forwarding
- White Label Widget
- Logo/Color as per Website
- Skype Support
Cugic Managed Live Chat Unlimited – $799
- 1000 Enquiries or Leads
- 24 x 7 Available Chat Agents
- Unlimited Chats
- Multiple Domains (maximum 5)
- Free Live Chat Software
- Free Setup
- Dedicated Account Manager
- Carry Forward Unused Chats
- Chats Emailed Immediately
- Complete Technical Support
- Industry Specific Chat Agents
- Complete Website Study
- Chat to Ticket Forwarding
- Unlimited Leads Forwarding
- White Label Widget
- Logo/Color as per Website
- Skype Support
- Phone Support
Integrations
Cugic Live Chat integrates with the following business systems and applications:
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
Cugic is a live chat software that offers robust chat capabilities and other functionalities that help you convert your visitors into paying customers.
Company Email
Contact No.
Company's Address
63 Moran Ave., Suite B
Princeton, NJ 08542
USA
Cugic Live Chat Comparisons
Popular Cugic Live Chat Alternatives
If you compare various CRM Software software you shouldn’t simply look at their features list and available pricing plans. Pay attention to the fact that the product must be meeting your needs and company so the more flexible their offer the better. Find our which systems are supported by Redtail CRM and Cugic Live Chat and be certain you will get mobile support for whichever devices you work on in your company. You should also examine which languages and countries are supported, as this could be a key element for many companies.
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