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
- Automated CRM Migration
- Coding and Copy/Pasting Free
- 100% Cloud-based
- 100% Uptime for Your Current CRM
- Dedicated Secured Amazon Server
- Free Demo Migration
- During & Post Migration Technical Support
- Easy to use & robust migration wizard
Pricing Info
Contact Data2CRM for enterprise pricing information and other product details. You can also submit a request for a free demo to see if the software is a perfect fit for your business.
Integrations
Data2CRM Migration integrates with the following business systems and applications:
- Salesforce
- Highrise
- Zurmo
- Zoho CRM
- Zendesk
- xTuple
- XRMS
- CRM WORKetc
- CRM Workbooks
- Vtiger On-Premise
- Vtiger On-Demand
- vTiger
- SuiteCRM
- SugarCRM
- SplendidCRM
- Solve
- Soffront
- SAP
- SalesOutlook
- Salesnet
- SalesJunction
- Sage CRM
- PlanFix
- PipelineDeals
- Pipedrive
- OroCRM
- Oracle
- Siebel CRM
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Computronix, 4040 Media, Net Sapiens
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
Data2CRM is a data migration solution that simplifies the transfer of your data one CRM platform to another by streamlining and automating the whole process.
Company Email
support@data2crm.com
Contact No.
Company's Address
2801 Camino Del Rio S, Suite 302
San Diego, CA 92117
USA
Data2CRM Migration Comparisons
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The solutions analyzed on this page are only a sliver of our entire CRM Software category and you should remember that there could be better solutions available. If you want to ensure you make the optimal decision for your team we definitely encourage you to try out more products first. It may also be a good idea to study our top 10 CRM Software ranking to see which products are currently the highest-ranking ones and dominate the market.
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