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
- Sales Force Automation
- Marketing Automation
- Service Automation
- Partner Automation
- Mobile CRM
Pricing Info
Pivotal CRM pricing is available by quote only. Contact the vendor.
Integrations
Pivotal CRM integrates with the following:
- Siebel
- Amdocs/Clarify
- SAP
- Salesforce.com
- Remedy
- Onyx
- Amazon Web Services
- Qlikview Analytics
Likewise, Pivotal CRM has an extensive API library that can be configured to integrate with almost any CRM system to streamline setup costs. The API also allows for integration of the CRM’s user details, case background, process linkage, email response synchronization, SSO and other standard CRM data fields.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
AAA, ahlsell, AXA Insurance, Hammond Group, Manufacturers Association of Central New York
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
Salesforce-, marketing- and service-integrated CRM for business of any size.
Company Email
info@aptean.com
Contact No.
Company's Address
4325 Alexander Drive Suite 100
Alpharetta, GA 30022-3740
Pivotal CRM Comparisons
Popular Pivotal CRM Alternatives
No CRM Software will be perfect enough to cover all the requirements of a specific team. Though key features of Redtail CRM and Pivotal CRM should matter you should also carefully analyze the integrations supported by a given product. Very often your team will already be working with some other SaaS software in your company and it’s much better to opt for software that integrate well with each other. With that approach you will be able to be certain of a reliable transfer of information between your teams and apps, which can considerably reduce time spent on migrating between one solution and the next.
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