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
- Leads
- Lead Capture Forms
- Opportunity Pipeline
- Quotes
- Customer Management
- Contact Management
- Reporting
- Outlook Integration
- Gmail Integartion
- Email Marketing
- Collaboration
- Events and Tasks
- Case Management
Pricing Info
Sales Team Edition – $49.99/user/month
- Opportunity Tracking
- Account Management
- Contact Management
Sales and Marketing Edition – $59.99/user/month
- All Sales Team Edition features
- Lead Capture Forms
- Marketing Integration
- Campaigns
Professional Plan – $69.99/user/month
- All Sales and Marketing Edition features
- Case Management
- Vendor Management
- Purchase Orders
Enterprise Plan – $99/user/month
- All Professional Plan features
- Sales Orders
- Inventory Management
- Invoicing
Integrations
Mothernode CRM integrates with the following business systems and applications:
- Constant Contact
- Microsoft Outlook
- HubSpot
- Xero
- MailChimp
- iCal
- QuickBooks
- PeachTree
- Microsoft Dynamics
- UPS
- Gmail
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
RBC Financial Group, iZone Imaging, Denver Carpet and Flooring
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
Mothernode CRM is a great CRM solution designed to give your business cutting edge technology to better manage your company and customers.
Company Email
Contact No.
Company's Address
8445 Freeport Parkway, Suite 100
Irving, TX 75063
United States
Mothernode CRM Comparisons
Popular Mothernode CRM Alternatives
In the event you continue having second thoughts about which solution will be best for your company it may be a sensible idea to take a look at each service’s social metrics. Such metrics are frequently a sign of how popular a given service is and how big is its online presence. For instance Redtail CRM Twitter account has currently 4127 followers. At the same time Mothernode CRM Twitter is followed by 310 people.
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