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
- CustomerGauge Dashboard
- Customizable email campaigns
- Customizable survey
- SMS Surveys
- Preconfigured reports
- Report Designer
- Advanced workflow
- Real-time digital signage
- Data export
- API integration
- Standard Salesforce integration
- Advanced customer lifecycleInsights and Reporting (B2C only)
- Organization hierarchy reporting
- Division based login access
- Large-capacity database located in region
- Dedicated senior account manager
Pricing Info
CustomerGauge’s SMB and enterprise pricing information is available only upon request. Visit their official website to compare plans and demand quotes, and ask for more payment details. A free demo is also available to test the features in advance.
Integrations
CustomerGauge has an extensive API for its Enterprise customers. It also offer plugins for: Salesforce, FreshDesk, Magento and Bazaarvoice.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Canon, Philips, Tommy Hilfiger, Kuoni, Wolters Kluwer, Single Hop
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
SaaS platform that implements Net Promoter to gauge and assess as well as report on customer feedback in real time.
Company Email
info@customergauge.com
Contact No.
Company's Address
Van Diemenstraat 182B
Amsterdam 1013CP
The Netherlands
CustomerGauge Comparisons
Popular CustomerGauge Alternatives
If you are still having doubts about which product will be best in your case it may be a good idea to investigate each service’s social metrics. These metrics are frequently an indicator of how popular every solution is and how wide is its online presence.For instance, if you analyze Redtail CRM LinkedIn page you’ll find out that they are followed by 2161 users. In case of CustomerGauge the amount of followers on their LinkedIn page is 27.
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