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
- nGage Module
- Interactive Dashboard
- Delight Meter
- Control Center
- Digital Customer Insight Management
- Questionnaires
- User Ratings
- Customized Ratings
- nAble Module
- Digital Product Catalog
- Social Integration
- Order Management
- Seamless Navigation
- Inventory Details
- Predictive Analytics
- nAide Module
- Real-time Content Sharing
- Quiz
- Contests
- Dynamic Leaderboard
- Staff Feedback and Evaluation
- Rewards System
- Dynamic Assignments
Pricing Info
Pricing information is available upon request. Contact the vendor directly to get a quote for your company.
Integrations
NterAKT integrates seamlessly with different CRMs, loyalty systems, and Point-of-Sale (POS).
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Nike, Puma, US Polo Assn., Helios, William Penn
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
NterAKT by RapidValue is a digital customer engagement suite that enhances end-customer experience, attracts customers, and increases loyalty.
Company Email
Contact No.
Company's Address
7901 Stoneridge Drive Suite #225,
Pleasanton, CA 94588
NterAKT Comparisons
Popular NterAKT Alternatives
When you pick a service that you believe will work best for your company you shouldn’t just focus on what experts have to say about it. Quite frequently personal experience with the app may change, depending on your own preferences and work processes. That’s the reason why in our reviews we also give our User Satisfaction Rating for each software to give you an immediate overview of how actual users of Redtail CRM and NterAKT estimate their contact with the service. Our algorithm is built around detailed analysis of product appearances on other sites, social networks and blogs, so you will get a full and credible overview of what other customers think about each service. In this example Redtail CRM has a total satisfaction rating at N/A% while for NterAKT 100% of users say they had a positive experience with it.
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