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
- Dealer management system
- Inventory management
- CRM
- Online marketing
- Booking services
- Credit report services
- Vehicle history reports
- Buy Here Pay Here (BHPH)
Pricing Info
DealerCenter offers a detailed pricing plan for each of its modules billed monthly:
Dealer management system
- Fast DMS @ $60
- CRM @ $65
- BHPH @ $50
- QuickBooks @ $40
Online marketing
- Dealer site @ $70
- Online Ad post @ $25
Booking services
- NADA @ $40
- Kelley Blue Book (KBB) @ $40
- Black Book (BB) @ $40
Credit Report Services
- Experian Bundle @ $3.48
- Experian profile summary @ $0.15
- Experian direct check @ $0.25
- Precise ID w/KIQ @ $2.00
- Equifax Bundle @ $4.95
- TransUnion Bundle @ $4.40
- TransUnion credit summary @ $0.25
Vehicle history reports
- Autocheck ful report @ $10
- Autocheck unlimited @ quote based
- NMVTIS @ $0.25
Sales contracts and forms
- Bank plain paper contracts @ $3.00
- Form library @ free
Integrations
DealerCenter integrates with the following business systems and applications:
- QuickBooks
- Equifax
- Manheim
- eBay motor
- Carfax
- Craiglist
- TransUnion
- Rout one
- SiriusXm
- Vantiv
- Dealertrack
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
7th street autosales, Texas car store, Skyline imports Fiar exchange auto sales trevinos auto mart, desert motors
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 all-inclusive, cloud-based dealer management system that includes a dealer CRM, dealer management system, and an autodealer software.
Company Email
Contact No.
Company's Address
DealerCenter
Los Angeles, California
USA
DealerCenter Comparisons
Popular DealerCenter Alternatives
It may not always be enough to simply compare Redtail CRM and DealerCenter with one another. While specific tools, pricing and user experience are all important and should be included when making a final choice, you should also take a look at the recognition and awards claimed by every app. Frequently a less popular service may turn out to be an excellent choice that was distinguished with SaaS awards such as our Supreme Software Award which reveals that in spite of lesser market presence it’s a worthy rival to the services that rule the market.
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