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
- Sales and Markeiting Automation
- Autoresponders
- Double opt-in
- Segmentation
- GDPR Compliant
- Simple designer
- Contact Management
- Facebook Ads
- Analytics
- Ticketing Management
- Triggers
- Email templates
- A/B Testing
- Email sequences
- Automation
- CRM
- Deals
- Pipeline Management
- Appointments
- Email Marketing
- Social Media Engagement
- Email Sequences
- Web Forms
- Landing Pages
- Live Chat
- Products
- Proposals
Pricing Info
EngageBay offers the following basic and enterprise pricing packages:
Free – $0/month
- 1,000 contacts
- 1,000 branded emails per month
- Lists
- Email Marketing
- Lists
- Email Marketing
- Sequences
- Contact Management
- Ticketing Management
- Lead Grabbers
- Forms
- Facebook Ads
- Social Media
- 20GB File Storage
- Email & Chat Support
Basic – $14.99/month or $12.99/user/month (annual) or $10.79/user/month (biennial)
- 15,000 contacts
- 10,000 branded emails per month
- Lists
- Email Marketing
- Sequences
- Contact Management
- Ticketing Management
- Lead Grabbers
- Forms
- Facebook Ads
- Social Media
- 2GB File Storage
- Email & Chat Support
Growth – $49.99/month or $40.99/user/month (annual) or $35.99/user/month (biennial)
- 10,000 contacts
- 25,000 branded emails per month
- Lists
- Lead Scoring
- Email Marketing
- Lead Nurturing
- Marketing Automation
- Contact Management
- Ticketing Management
- Lead Grabbers (Web Popups)
- Forms
- Facebook Ads
- Social Media
- Landing Pages
- Auto Responders
- Custom Fields
- Email Templates
- 5GB File Storage
- Email & Chat Support
Pro – $79.99/user/month or $65.59/user/month (annual) or $57.59/user/month (biennial)
- Unlimited contacts
- 50,000 branded emails per month
- Lists
- Lead Scoring
- Email Marketing
- Lead Nurturing
- Marketing Automation
- Contact Management
- Ticketing Management
- Lead Grabbers (Web Popups)
- Forms
- Facebook Ads
- Social Media
- Landing Pages
- Custom Landing Page Designer
- Sub Domain Support for Landing Pages
- Auto Responders
- Custom Fields
- Email Templates
- Custom Email Template Designer
- Analytics
- A/B Testing
- 20GB File Storage
- Phone Call Support
- Dedicated Account Manager
Integrations
EngageBay integrates with the following business systems and applications:
- Zapier
- QuickBooks
- WordPress
- Xero
- Twilio
- Office 365
- Google Contacts and Calendar
- Stripe
- SendGrid
- Mailgun
- Mandrill
- Xero
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Panama Partners, Growth Robotics
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
EngageBay is an all-in-one marketing, sales, and CRM platform designed to be an affordable alternative to expensive solutions. Considered as a true alternative to more expensive business solutions, EngageBay automates key business processes and routines to free you up to create meaningful customer experiences.
Company Email
support@engagebay.com
Contact No.
Company's Address
EngageBay Inc.
255 Verano Way
Mountain House, CA, 95391
USA
EngageBay Comparisons
Popular EngageBay Alternatives
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