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
- Congregation Management
- Outreach and Follow Up
- Online Giving (Tithes and Offerings Collection)
- Member Search
- Integrations with MailChimp, Constant COntact, and Planning Center
- CSV Import and Data Export
- Native iOS and Android App
- Attendance Management
- Mobile Integration
- Custom Calendars
- Scheduling and Booking
- Sync Ministry Calendars
Pricing Info
SimpleChurch CRM’s enterprise pricing is based on the number of the people you manage. Here are the details:
- 0-250 Members – $40/month
- 251-600 Members – $80/month
- 601-1,000 Members – $110/month
- 1,001-2,000 Members – $150/month
- 2,001-3,000 Members – $210/month
- 3,001-4,000 Members – $300/month
- 4,001-6,000 Members – $400/month
- 6,001-10,000 Members – $550/month
- Over 10,000 Members – By quote
Integrations
SimpleChurchCRM integrates with the following business systems and applications:
- MailChimp
- Constant Contact
- Twilio
- Planning Center
- Events2HVAC
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
SimpleChurchCRM provides churches and other not-for-profit organizations a CRM platform to help them increase the effectiveness of their outreach and community efforts.
Company Email
sales@simplechurchcrm.com
Contact No.
Company's Address
14488 Old Stage Rd.
Lenoir City, Tennessee
USA
SimpleChurch CRM Comparisons
Popular SimpleChurch CRM Alternatives
It may not always be enough to just compare Redtail CRM and SimpleChurch CRM with each other. Although useful functionalities, pricing and customer experience are all crucial and should be included when making a final choice, you should also check out the recognition and awards claimed by every solution. Frequently a less dominant software may turn out to be a great choice that was a winner of many B2B awards such as our Exceptional Customer Support Award which shows that in spite of lesser market popularity it’s a significant rival to the software that rule the market.
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