TeamSupport
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
Agent tools
- Intuitive online help desk interface
- Customizable dahsboard
- Powerful search
- Integrated screen recordings
- Mobile agent tools
- Ticket automation
- SLA management
Collaboration
- WaterCooler social networking tool
- Groups
- Internal chat
- Wiki
- Community
Customer self-service
- Advanced portal tools
- Ticket deflection
- Knowledge base
Multi-channel support
- Email integration
- Integrated live chat
- Facebook integration
- Integrated customer database
- Product database
- Track service contracts
- Integration with popular CRM systems
Management tools
- Reporting and metrics
- Rights management
- Integration with business intelligence systems
Pricing Info
TeamSupport is a cloud hosted collaborative help desk solution available in the following SMB and enterprise pricing plans:
Support Desk – $50 per agent per month, billed annually
- Designed for end-user customer support or internal help desk operations;
- Lets you easily assign, track and manage support requests.
Enterprise –
$65 per agent month, billed annually
- You can connect customer support
- Product development and product management
- Teams can use the same tool and share data
- Track support issues, product bugs, defects, and feature enhancements.
Integrations
TeamSupport integrates with the following business systems and applications:
- JIRA
- ServiceNow
- HubSpot
- Slack
- Salesforce.com
- Beanstalk
- Highrise
- MailChimp
- Nicereply
- Zoho Reports
- Dropbox
- Zapier
- Rest API
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
AT&T, Walmart, American Lung Association, Fuji Film, NBA
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
TeamSupport is a complete customer support platform that facilitates communication and collaboration between your teams and clients. Designed for B2B users, the platform offers customer self-service portals, ticket management, ticket automation, and live chat, among others. Collaborative tools also allow team members to efficiently work together to resolve customer issues.
Company Email
sales@teamsupport.com
Contact No.
Company's Address
100 Highland Park Village, Suite 200
Dallas, TX 75205
USA
TeamSupport Comparisons
Popular TeamSupport Alternatives
All the data, information and statistics that we offered in this comparison were collated from official company websites, advertising materials available online, actual experience from real customers as well as our personal direct use of each solution by an expert. We do our best to extensively test each solution, as a result we not only study it ourselves, but we also match our observations with views of other users from the B2B community.
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