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
- Lead & Sales Pipeline Management
- Call & Email Integration
- Task & Email Automation
- Artificial Intelligence For Sales
- Profile & Behavioral Scoring
- Sales Process Roadmap
- Sales Reports & Dashboards
- Full Featured Mobile CRM App
Pricing Info
Kreato CRM offers two enterprise pricing plans for users to choose from. Give the details a look, and choose the best plan for your business:
Professional – $25/user/month (annual billing)
- Leads & Sales Pipeline Tracking
- Customized Sales Pipeline
- Accounts & Contacts Management
- Profile & Behavioral Scoring for Leads
- Intelligent Pipeline SLAs
- Task & Email Automation
- Call & Email Integration
- Email Conversation Intelligence
- Intelligent Data Fields
- Sales Reports & Dashboards
- Full-Featured Mobile App
Enterprise – $55/user/month (annual billing)
- All Professional features
- Customized Sales Process Roadmap
- Data-Driven Sales Forecasting
- Actionable Sales Intelligence
- Predictive Engagement Intelligence
- Team Performance Leader-Boards
- Advanced Call & Email Analytics
- Sales Gamification
- Approval Automation
- Custom Modules
- Full-Featured Mobile App
Integrations
Kreato CRM integrates with the following business systems and applications:
- Twilio
- Plivo
- Sendgrid
- Mandrill
- Unbounce
- PIPL
- Zopim
- Knowlarity
- Exotel
- mVaayoo
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
Kreato CRM is an AI-powered intelligent CRM platform for Sales characterized by comprehensive functionality, innovative artificial intelligence and sales acceleration tools.
Company Email
sales@kreatocrm.com
Contact No.
Company's Address
340 S Lemon Ave.
Walnut, CA 91789
USA
Kreato CRM Comparisons
Popular Kreato CRM Alternatives
When you research various CRM Software products you shouldn’t simply explore their list of features and offered pricing plans. Keep in mind the service should be matching your standards and business so the more flexible their offer the better. Learn what OSes are supported by Redtail CRM and Kreato CRM and be certain you will obtain mobile support for whatever devices you work on in your company. It may also be a good idea to find out which languages and countries are supported, as this could be a deal breaker for many businesses.
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