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
- Email shares
- Unlimited questions per survey
- Advanced skip logic
- Display logic
- Classic and chat-like survey interfaces
- File upload capability
- Automatic save and resume for respondents
- Multi-lingual survey support
- Customizable survey redirect options
- Multiple ‘Thank You’ pages for varied responses
- Use of variables/hidden fields for personalized surveys
- Scoring system for quizzes and assessments
- Interactive quizzes and assessments
- Expressions/formula field for complex calculations
- 360-degree feedback collection
- NPS Workflows, Trends & Dashboards, Sentiment Analysis, and Word Cloud for comprehensive analysis
- Robust contact management
- Multi-channel survey distribution
- Custom design and white-labeling options
- Detailed response management
- Comprehensive reports and insights
- Password-protected surveys for security
- Omnichannel experience management
- Real-time analytics and reporting
- Integration with CRM and marketing tools
- Automated workflows for efficient survey management
- API access for custom integrations
Pricing Info
Pricing starts at $19/month for the basic plan. Pricing can also be customized based on your specific needs.
SurveySparrow’s Flexible and Customized Pricing Approach
SurveySparrow has evolved its pricing strategy to focus on flexibility and customization, catering to the unique needs of both small businesses and large enterprises. Instead of fixed pricing plans, they now offer a personalized quote system to ensure that each customer receives a pricing structure that aligns perfectly with their specific requirements and usage scale.
Personalized Quote System
- Customized Pricing: SurveySparrow invites potential customers to request a personalized quote, ensuring that the pricing aligns with their individual needs, scale of use, and specific features required.
- Tailored to Your Needs: Whether you’re a small business or a large enterprise, SurveySparrow’s team will work with you to understand your survey needs and usage patterns, providing a pricing plan that fits your scenario.
- Flexible Solutions: The focus is on offering scalable solutions, whether you need basic survey functionalities or advanced features for extensive data collection and analysis.
Integrations
SurveySparrow offers the following native integrations:
- HubSpot
- Slack
- Intercom
- Salesforce
- MailChimp
- Rybbon
- Stripe
- Zapier
- Google Analytics
- Facebook Pixel
- Google Sheets
- AWeber
- Google Tag Manager
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Amazon, SAP, Deloitte
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 leading survey and feedback management software that lets you collect feedback naturally, gain insights, and make better decisions.
Company Email
support@surveysparrow.com
Contact No.
Company's Address
2345 Yale St FL 1
Palo Alto, CA 94306
SurveySparrow Comparisons
Popular SurveySparrow Alternatives
The products compared on this page are only a sliver of our complete CRM Software category and you should remember that there could be better solutions out there. If you want to ensure you make the optimal decision for your company we definitely encourage you to analyze more products first. It may also be a good idea to study our top 10 CRM Software list to find out which software are now the highest-ranking ones and dominate the market.
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