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
- Dashboard for quick overview
- Job Management with time tracking
- Advanced Scheduling and Calendar
- Bidding and Estimating
- Invoicing
- Customer Portal
- Credit Card Payments
- Customizable
- Mobile Access
- Drag-and-drop features
- File Attachments
- Custom fields and reports
- Custom Email Templates
- Import and export from and to Excel
- QuickBooks Online 2 way sync
- QuickBooks Desktop 2 way sync
- iCal feed for offline access
- Global Search
- Phone and Email Support
Pricing Info
Kickserv offers five packages to match staff size from proprietorship to enterprise level. Terms are on a month-to-month setup that you can cancel anytime with no contract to tie you up. All plans include standard features, including: business and time tracking; job management; advanced scheduling; notes attachments; and job charges.
- Free Trial (No Credit Card required): 14 days
- Lite ($47 per month): Includes 5 users and QuickBooks® Online integration.
- Standard ($119 per month): Includes all features from the Lite plan, plus 10 users, everything needed for a growing team and unlimited support.
- Business (most popular, $199 per month): Features everything in Standard, plus: 20 users, custom reports and more.
- Premium ($299 per month): Features everything in Business, plus: Unlimited users, GPS live tracking and more.
Integrations
API in REST style to integrate your own apps
QuickBooks® Online & Desktop
Stripe
Mailchimp
Podium
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Entry Systems, Sage Energy, Generation 3 Electric, AllWest Hood & Fire Services, Red Lab Digital, American Irrigation Repair, One Solution, Louisian Air Systems
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
Quickly manage your sales, job management, and invoicing with a few clicks to let your whole team focus on their work.
Company Email
support@kickserv.com
Contact No.
Company's Address
Kickserv, Inc.
533 Shasta Way
Mill Valley, CA 94941
Kickserv Comparisons
Popular Kickserv Alternatives
When you test various CRM Software services you shouldn’t just study their features list and offered pricing plans. Consider that the solution must be meeting your needs and team so the more flexible their offer the better. Check which systems are supported by Redtail CRM and Kickserv and be certain you will obtain mobile support for whichever devices you work on in your company. It may also be a good idea to learn which languages and geographies are supported, because this could be a deal breaker for many firms.
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