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
- The GX Box: built-in search engine to make sales process automation easy and convenient
- Built-in CRM that meets small business’ needs
- Third-party integration to expand sales and marketing automation
- Intuitive dashboard of key performance indicators
- Mechanism for instant feedback and company insight
- Secure and encrypted server to keep your data safe
- Easy setup in minutes, not days or hours
- Unlimited number of of contacts, leads, accounts or messages
- Point-and-click segment marketing function
Pricing Info
Here are the Salesformics cost details:
Salesformics is a sales software-CRM solution available in only one plan:
All-inclusive ($99 per user, per month): unlimited leads, accounts, contacts; unlimited workflows, integration with third-party apps including Twitter, LinkedIn, Eventbrite, and Dropbox; unlimited segment marketing use; unlimited opportunities data; company dashboarding with customisable widgets that show appointments, reminders, sales figures, activity reports, sales metrics and marketing performance.
Integrations
- Buffer
- Campaign Monitor
- Constant Contact
- Dropbox
- Eventbrite
- Twilio
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Salesformics is a cloud-based sales software with CRM features that any sales team can set up running in minutes.
Company Email
Contact No.
Company's Address
Boathouse 6 , Portsmouth Historic Dockyard , Portsmouth , PO1 3LJ
Salesformics Comparisons
Popular Salesformics Alternatives
Almost as important as functionalities and client support quality are pricing options given by Redtail CRM and Salesformics. Although cost should not be the sole element it’s surely a key thing to consider. You should expect a flexible pricing plan that can be matched with your company size and easily scaled up every time your team develops. Make sure you don’t select pricing plans that have complex features that you won’t use and always make an effort to get in touch with the vendor directly as big companies can usually benefit from discounts. You should also check out a free trial or demo of each solution to spend at least some time on actual work with the system. It’s a valuable experience that doesn’t ask you to pay any money and offers a solid overview of what it’s like to work with Redtail CRM and Salesformics.
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