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Compare Redtail CRM vs HubSpot Service Hub

What is better Redtail CRM or HubSpot Service Hub? When you compare Redtail CRM and HubSpot Service Hub, it is simple to see which CRM Software product is the more effective choice. This means that your organization can get the most productive and efficient application. You can examine the details, for example available tools, prices, plans offered by each vendor, offer stipulations, etc.

We also let you evaluate their total scores to know which one appears to be more suitable. Redtail CRM has 9.0 points for overall quality and 100% rating for user satisfaction; while HubSpot Service Hub has 8.8 points for overall quality and 98% for user satisfaction. Similarly, you can also assess which vendor is more credible by sending an an email question to the two companies and check which one replies faster.

People who don't have much time or want a CRM Software recommendation from our team may want to examine these top choices for the current year: HubSpot CRM, Freshsales, Salesforce CRM.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $99

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

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

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

KMS Financial Servies Inc., Cambridge Investment Research Inc., United Planners Financial Services

Integrations

Redtail CRM works seamlessly with the following services:

  • Morningstar
  • Riskalyze
  • LaserApp
  • Allbridge
  • MoneyGuidePro

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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

NOAWARDS
YET

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE 98%

Pricing

Starting from $50

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Ticketing
  • Customer feedback
  • Knowledge base
  • Live chat
  • Conversational bots
  • Conversations dashboard
  • Team email
  • Automation & routing
  • Reporting
  • Contact management
  • Contact & company insights
  • Company records
  • Email scheduling
  • Email tracking & notifications
  • Email templates
  • Email sequences
  • Documents
  • Calling
  • Meeting scheduling
  • Canned snippets
  • Integration
  • Phone & email support

Pricing Info

Free Customer Service Tools:

  • Ticketing
  • Customer support form fields
  • Live chat
  • Conversational bots
  • Team email
  • Conversations inbox
  • Email templates
  • Email & chat to ticket
  • Canned snippets
  • Reporting dashboards
  • Calling
  • Meeting scheduling
Starter – $50/month (includes 1 user)
  • All Free features, plus:
  • HubSpot branding removed
  • Conversation routing
  • Email sequences
Professional – Starting at $400/month (includes 5 users)
  • All Starter features, plus:
  • Phone support
  • Customer feedback
  • Knowledge base
  • Customer service Automation
  • Multiple ticket pipelines
  • Teams
  • 1:1 video creating and hosting
  • Salesforce integration
  • Multiple currencies
  • Custom reporting
Enterprise – Starting at $1,200/month (billed annually)
  • All Professional features, plus:
  • Playbooks
  • Calculated properties
  • Single sign-on
  • Goals

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

storylead

Integrations

  • HubSpot CRM, Sales, Marketing
  • Salesforce
  • Gmail
  • G Suite
  • Outlook for Windows

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Online customer service, support and help desk solution native to the HubSpot suite.

Company Email

Contact No.

Company's Address

25 First Street, 2nd FloorCambridge, MA 02141United States

In case you continue having second thoughts about which service will work best in your case it may be a good idea to investigate each service’s social metrics. Such metrics are quite often an indicator of how popular each product is and how wide is its online presence.For instance, if you check Redtail CRM LinkedIn page you’ll find out that they are followed by 2161 people. In case of HubSpot Service Hub the number of followers on their LinkedIn page is 221565.

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