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Compare Redtail CRM vs Talisma CRM

What is better Redtail CRM or Talisma CRM? To ensure that you acquire the most helpful and productive CRM Software for your enterprise, you should compare products available on the market. For instance, here it is possible to match Redtail CRM’s overall score of 9.0 against Talisma CRM’s score of 8.0. You may also evaluate their general user satisfaction: Redtail CRM (100%) vs. Talisma CRM (0%).

Furthermore, you can review their good and bad points feature by feature, including their contract conditions and prices. By comparing products you are improving your chances to choose the best software for your business. It’s clear you should know your specific needs to realize which service matches those needs.

Currently, the leading services in our CRM Software category are: HubSpot CRM, Salesforce CRM, Freshsales.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $99

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

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

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

KMS Financial Servies Inc., Cambridge Investment Research Inc., United Planners Financial Services

Integrations

Redtail CRM works seamlessly with the following services:

  • Morningstar
  • Riskalyze
  • LaserApp
  • Allbridge
  • MoneyGuidePro

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Industry Domain CRM
  • Cloud/On-Premise Deployment
  • Cross Sell and Up Sell
  • Integrated Lead Management System
  • Flexible Business Mdelling
  • Domain Terminology Manager
  • Field Service
  • Field Sales

Pricing Info

Contact Talisma CRM for information on their basic and enterprise pricing packages. You can also submit a demo request to see if the software is a perfect fit for your business.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Sony, Citibank, ClubMahindra, ITC Hotels

Integrations

Integration services available for support/co-existence with legacy and other existing systems.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A comprehensive enterprise CRM (Customer Relationship Management) software designed to help organizations and business provide their customers with an exceptional experience that results in better productivity and performance, a huge increase in sales, upsell, and cross-sell, and highly effective response capabilities.

Company Email

Contact No.

Company's Address

Talisma Corporation Pvt. Ltd
3rd Floor, Olympia/Building-01
Bagmane Tech Park, C V Raman Nagar
Byrasandra, Bangalore – 560 093
India

HubSpot CRM

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

free

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Customize views
  • Deal and Task Board
  • Hubspot Marketing Synchronization
  • Drag and Drop Communicator
  • Email Integration
  • Phone Integration
  • Website Integration
  • Enrichment
  • Social Media
  • Company Database
  • Website Visitors
  • Email Connections
  • Sidekick Integration
  • CRM Details
  • Templates, Tracking, and Scheduling

Pricing Info

HubSpot CRM is 100% free and includes the following features for an unlimited amount of time:

  • Contact management
  • Contact & company features
  • Company records
  • Gmail & Outlook integration
  • Documents
  • Forms
  • Contact activity
  • Facebook & Instagram lead ads
  • Canned snippets
  • Email scheduling
  • Email tracking notifications
  • Email templates
  • Conversations inbox
  • Team email
  • Live chat
  • Conversational bots
  • Calling
  • Meetings
  • Deals
  • Tasks
  • Ticketing
  • Reporting dashboard
  • Prospects

 

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

TUI Travel, ABBYY, Shoretel

Integrations

HubSpot supports integrations with the following business systems and applications:

  • GoToWebinar
  • Salesforce
  • Pocket
  • Instapaper
  • Magento
  • Zapier
  • Wistia
  • LeadPages
  • SurveyMonkey
  • Shopify
  • Brightinfo
  • Invoca
  • SlideShare
  • Eventbrite
  • WordPress
  • Google Chrome
  • Google Drive
  • DropBox
  • Sidekick
  • Base CRM
  • Pipedrive CRM
  • Bigcommerce
  • Snapengage
  • Gravity Forms
  • DataHero
  • Wufoo Forms
  • Uberflip
  • Netsuite
  • Zoho CRM
  • SugarCRM
  • ReadyTalk
  • GoChime
  • Zerys
  • Scripted
  • Microsoft Dynamics
  • Membrain
  • RelateIQ
  • Perfect Audience
  • HelloSign
  • Appcues
  • Infer
  • HubSpot Marketing, Sales & Service

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

HubSpot CRM is the winner of our 2018 Best CRM Award. It is a free CRM platform that offers a powerful set of tools that can transform the way your team works.

Company Email

Contact No.

Company's Address

25 First Street, 2nd Floor
Cambridge, MA 02141
USA

You don’t want exclusively a wide set of features and flexible pricing plans from a popular CRM Software. Almost as crucial as core features is a trustworthy customer support. You want to make sure that when you have any questions about Redtail CRM or Talisma CRM, or you struggle with some problems, or perhaps you’ll need to request a certain change or feature useful to your business you can count on a responsive and helpful customer support. Check out whether options such as phone support, tickets or live chat are available. It’s also a big plus if you are able to benefit from individual training or at the very least an FAQ you can use.

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