Pipedrive
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
- Sales pipeline view
- Lead generation tools
- Workflow automation
- Built-in caller function
- Product feature
- Smart Docs
- Scheduler
- eSignatures
- Email integration
- Goal setting and reporting
- Contact history
- Contact Data
- Merge Duplicates
- Google Calendar and contacts integration
- API
- Mobile apps
- Fully customizable
- Roles and organizational hierarchy
- Multi-language
- 24/7 support
- Timeline view
- Sales reporting
- Google Apps integration
- Email tracking
- Google Maps integration
- Powerful API
- Multi-language and multi-currency
- Data import and export
Pricing Info
Pipedrive is available in four SMB and Ultimate pricing plans. All payment plans offer a free 14-day trial. The following paid plans are available:
Lite – $24/seat/month ($14 billed annually)
-
Lead, calendar, and pipeline management
-
Seamless data import and 400+ integrations
-
Activity, deal, and contact reports
-
Personalized onboarding
Growth – $49/seat/month ($39 billed annually)
-
Lite plan +
-
Full email sync with tracking
-
Automations and nurturing sequences
-
Subscriptions and forecast reports
-
Meeting scheduler and contacts timeline
-
Live chat support
Premium – $79/seat/month ($49 billed annually)
-
Growth plan +
-
Lead generation and routing
-
Custom scoring and company data enrichment
-
AI-powered multi-email tools
-
Contracts and e-signatures
-
Enhanced customization for teams, reports and data fields
Ultimate – $99/seat/month ($79 billed annually)
-
Premium plan +
-
Fortified account security with rules and alerts
-
Phone and email data enrichment
-
Maximized usage limits
-
Sandbox testing account
Integrations
Pipedrive integrates with over 300 apps. More information here: https://www.pipedrive.com/en/marketplace/apps
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
SkyAnalytics, Contactzilla, Iterable, MaxwellHealth
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
Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use.
Company Email
team@pipedrive.com
Company's Address
460 Park Ave South
New York, NY 10016
USA
Pipedrive Comparisons
Popular Pipedrive Alternatives
You should keep in mind that even though both Redtail CRM and Pipedrive may offer a top quality range of features every service could be created for a different business size. If you are comparing features you may want to give some attention to a company size they are aimed at. Some functionalities may scale up well for big enterprises but if you have a small or medium business it’s frequently better to avoid paying for complex functionalities that you may never actually use.
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