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
- Lead Management
- Sales Force Automation
- Contact History
- Contact Management
- Document Management
- Sales Reports
- Time Tracking
- Pipeline Management
- Email Marketing
- Partner Management
Pricing Info
Contact SAP CRM for enterprise pricing information and other product details. You can also submit a request for a free trial to see if the software is a perfect fit for your business.
Integrations
No information available.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Purchasing Power, Pregis, National Hockey League (NHL)
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
A customer relationship and engagement platform built to greatly enhance your engagement capabilities and enable you to provide personalized customer experience.
Company Email
Contact No.
Company's Address
3999 West Chester Pike
Newtown Square, PA 19073
USA
SAP CRM Comparisons
Popular SAP CRM Alternatives
No CRM Software will be able to solve all the needs of a specific team. Though key functionalities of Redtail CRM and SAP CRM are important you should also carefully analyze the integrations provided by each software. Very often your team will already be making use of various kinds of SaaS software in your company and it’s much better to choose services that integrate well with one another. With that approach you will be able to be certain of a reliable exchange of information between your teams and services, which can significantly reduce time spent on migrating between one app and the other.
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