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
- Multi-Channel Marketing Platform
- Journey – Marketing Automation Platform
- Lead Box (CRM)
- List/Contact Management
- Content Management
- Sales and Marketing Analytics
- Customer Success Management
- Integrations
- Automated Lead Generation
- Communication
Pricing Info
Teleduce offers the following basic and enterprise pricing packages:
Seed – ₹700/User/Month
- Segment Contacts
- Content Manager
- Multi-channel marketing (SMS, Email, Voice, Social Media)
- Virtual Number
- Lead Box (CRM)
- Campaign Tracking
Sapling – ₹1,200/User/Month
- All Seed Features
- List Hygiene & Segment Contacts
- Advanced lead box
- Advanced Content Manager
- Campaign Tracking
- Marketing & Productivity Reports
- Teleduce Mobile App
Tree – ₹2,500/User/Month
- All Sapling features
- Journey
- Telecalling
- C-Box (Customer Success Box)
- M-Box (Mail Box)
A Custom Plan is also available.
Integrations
Teleduce integrates with the following business systems and applications:
- Google Analytics
- Just Dial
- Quick Books
- India Mart
- Trade India
- Exotel
- Knowlarity
- Solutions Infini
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Pidilite, Vmedo, Ujjivan
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 sales and marketing software with integrated communication and CRM automation capabilities.
Company Email
sales@corefactors.in
Contact No.
Company's Address
Corefactors
134&135 Second Floor, Inspire Workplace
LRDE Layout, Karthik Nagar, Doddanaekundi Post
Bangalore, Karnataka
India
Teleduce Comparisons
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You should pay attention to the fact that even though both Redtail CRM and Teleduce may offer a top quality array of features every product could be created for a different company size. If you are analyzing various solutions you may want to give some attention to a company size they are meant for. Certain features could scale up well for big enterprises but if you own a small or mid-sized company it’s frequently better to stay away from paying for advanced features that you might never actually use.
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