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
- Calendar Management
- Call Center Management
- Campaign Management
- Contact Management
- Customer Portal
- Email Marketing
- Lead Management
- Lead Scoring
- Lead Tracking
- Social Media Integration
Pricing Info
ESSENTIALS PLAN
1 . Ticketing Platform
-
Ticketing System
-
Omnichannel – Text, Call, Email, Social Media, Kiosks, Mobile Apps, Website
2. Integrations
-
1000+ API Integrations
3. Support
-
Online Support – Chat, Email, Call
Product Feature – 4 – Dashboards
-
Analytics Dashboard
4. Others
-
Knowledge Base
-
Auto-Trigger
-
Folder & Queue Management
5. Pre-Ticket Assignment
-
Smart Routing
-
Customer Persona Based Resolution
6. Agent Assistance
-
Summarize
-
Fix the Reply
-
Tone Selector
-
Expand Text
PROFESSIONAL PLAN
1 . Ticketing Platform
-
Ticketing System
-
Omnichannel – Text, Call, Email, Social Media, Kiosks, Mobile Apps, Website
2. Integrations
-
1000+ API Integrations
3. Support
-
Online Support – Chat, Email, Call
-
Multilingual Support
-
24×7 Support
-
Continual Improvement Module
-
Dedicated Account Manager
4. Dashboards
-
Analytics Dashboard
-
Advanced Analytics Dashboard
5. Others
-
Knowledge Base
-
Auto-Trigger
-
Folder & Queue Management
-
Contextual SOP
6. KAI
-
Self-Serve
-
Gen-AI Knowledge Base
-
Ticket Deflection
7. Pre-Ticket Assignment
-
Smart Routing
-
Customer Persona Based Resolution
8. Agent Assistance
-
Summarize
-
Fix the Reply
-
Tone Selector
-
Expand Text
-
Profanity Detection
-
Magic Reply
10. Post-Ticket Assignment
-
Auto Ticket Summary
11. Post-Ticket Disposition
-
Auto QA
12. Gen AI – Analytics
-
CX Load Predictions
ENTERPRISE PLAN
1. Ticketing Platform
-
Ticketing System
-
Omnichannel – Text, Call, Email, Social Media, Kiosks, Mobile Apps, Website
2. Integrations
-
1000+ API Integrations
3. Support
-
Online Support – Chat, Email, Call
-
Multilingual Support
-
24×7 Support
-
Continual Improvement Module
-
Dedicated Account Manager
4. Dashboards
-
Analytics Dashboard
-
Advanced Analytics Dashboard
5. Others
-
Knowledge Base
-
Auto-Trigger
-
Folder & Queue Management
-
Contextual SOP
-
Web Forms
-
Sandbox
-
Internal Chat
6. KAI
-
Self-Serve
-
Gen-AI Knowledge Base
-
Ticket Deflection
-
FAQ Generation
-
Smart FAQ Search
-
Chatbot
-
Email Bot
-
Social Media Bot
7. Pre-Ticket Assignment
-
Smart Routing
-
Customer Persona Based Resolution
8. Agent Assistance
-
Summarize
-
Fix the Reply
-
Tone Selector
-
Expand Text
-
Profanity Detection
-
Magic Reply
-
Agent Co-Pilot
9. Post-Ticket Assignment
-
Auto Ticket Summary
10. Post-Ticket Disposition
-
Auto QA
-
Auto Skillset
11. Gen AI – Analytics
-
CX Load Predictions
-
NLQ
Integrations
Kapture seamlessly integrates with your daily-use applications, offering 1000+ custom-built, industry-specific integrations for enterprises, supported by dedicated customer support and the industry’s fastest deployment.
CRM Integration
-
Zoho
-
Freshdesk
-
Zendesk
-
Hubspot
-
Jira
-
Salesforce
Call Integration
-
Twilio
-
Exotel
-
Genesys
-
Sr.Knowlarity
-
Ozonetel-Cloudagent
-
Airtel
-
Tata Tele services
-
Ameyo
-
Ubona
Whatsapp Integration
-
Gupshup
-
Meta
-
Twilio
-
360dialog
-
Haptik
-
Yellow
Social Media Integrations
-
Facebook
-
Instagram
-
WhatsApp
-
Linkedin
-
X
-
Youtube
-
Line
-
Play Store
-
App Store
eCommerce & Logistics Integrations
-
Shopify
-
Unicommerce
-
Magento
-
Woocommerce
-
Lazada
-
Shopee
-
Blue Dart
-
Delhivery
-
Square
Payments Integrations
-
Paypal
-
RuPay
-
Razorpay
-
PayTM
-
PhonePe
-
PayU
ERP Integrations
-
Oracle
-
Dynamics 365
-
SAP
-
Plumsoft
-
Google Cloud Platform
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Smirnoff, Royal Orchid, Jaypee Group, Manipal Hospitals
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 ingenious cloud based Sales CRM Platform which will be is your one-stop solution to connect with customers and to automate all your business processes.
Company Email
sales@kapturecrm.com
Contact No.
Company's Address
Adjetter Media Network Pvt Ltd.
#25, Vruddhi Complex, Kodihalli
Bangalore, India - 560008
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When you pick a solution that you are sure will be an actual asset for your company you shouldn’t just focus on what experts have to say about it. Quite frequently personal experience with the product will vary, depending on your own goals and needs. That’s why in our reviews we also give our User Satisfaction Rating for every product to give you a quick impression of how actual users of Redtail CRM and Kapture CX evaluate their experience with the solution. Our system is built around complex analysis of product appearances on other sites, social media and blogs, so you are going to receive a comprehensive and credible overview of what other customers think about each service. In this case Redtail CRM got a total satisfaction rating at N/A% while for Kapture CX 99% of users say they had a positive experience with it.
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