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
Almost as crucial as useful features and user support level are pricing options provided by Redtail CRM and Pivotal CRM. While pricing should not be the sole aspect it’s surely an important thing to think about. You should try to find a flexible pricing plan that can be matched with your team size and effortlessly scaled up every time your company develops. Make sure you don’t pick plans that include additional tools that you won’t find useful and always try to get in touch with the vendor directly as big companies can frequently benefit from discounts. You should also give a chance to a free trial or demo of every software to spend at least some time working with it. It’s a useful experience that doesn’t ask you to invest any money and provides you with a practical overview of what it’s like to work with Redtail CRM and Pivotal CRM.
Page last modified