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
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
- Contact management
- Email marketing
- Automated campaigns
- Web forms
- Survey tools
- Social media management
- Text messaging
- Lead & pipeline management
- Calendar and tasks
- Capture new Contacts and Leads
- Build an Email List
- Collect Data and Segment
- Use Automation to Follow-Up
- Build a Sales Pipeline
- Use Tasks to Power Follow Up
- Full Campaign Reporting
- Web Forms
- Amazing customer support
- Flexible reporting
Pricing Info
Free: $0 pay as you go
- Unlimited Contacts
- Unlimited Organizations
- Unlimited Groups
- Unlimited Contact History
- Email Marketing
- 100 Email Credits
- 1 Custom Field
- 1 Web Form
Sales: $15 per user per month
- Unlimited Contacts
- Unlimited Organizations
- Unlimited Groups
- Unlimited Contact History
- Email Marketing
- 250 Email Credits
- Unlimited Custom Fields
- 1 Web Form
- Lead Management
- Team Calendar
- Task Management
- 1 Social Feed
Marketing: $31 per user per month
- Unlimited Contacts
- Unlimited Organizations
- Unlimited Groups
- Unlimited Contact History
- Email Marketing
- 10,000 Email Credits
- Unlimited Custom Fields
- 5 Web Forms
- 10 Marketing Campaigns
- Online Surveys
- Text Marketing
- Letters & Labels
- 5 Social Feeds
Complete: $47 per user per month
- Unlimited Contacts
- Unlimited Organizations
- Unlimited Groups
- Unlimited Contact History
- Email Marketing
- 20,000 Email Credits
- Unlimited Custom Fields
- Unlimited Web Forms
- Lead Management
- Team Calendar
- Task Management
- Full Automated Campaigns
- Online Surveys
- Text Marketing
- Letters & Labels
- 10 Social Feeds
Integrations
Currently InTouch only integrates with some systems, but it will soon host of new integrations. It currently integrates with KashFlow and WordPress.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
InTouch is an integrated web based system combining email marketing with powerful CRM features.
Company Email
Company's Address
InTouch CRM Comparisons
Popular InTouch CRM Alternatives
In case you continue having second thoughts about which app will be best in your case it might be a sensible idea to take a look at each service’s social metrics. Such metrics are usually a sign of how popular each app is and how extensive is its online presence. For example, in case of Facebook Redtail CRM has 1312 likes on their official profile while InTouch CRM profile is liked by 355 users.
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