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
- Sales Asset Management
- AI-driven CRM
- Sales Readiness Training
- Playbook & Processes Curation
- Communication Center
- Lead & Opportunity Management
- Built-in Sales Enablement Tools
- Integration Support
Pricing Info
TigerLRM’s enterprise pricing uses an add-on model where the base software is free and some features are behind a paywall including adding more users.
Free
- Up to 10 users
- Sales Content Management
- Learning Management System
- Sales Playbook
- Sales Automation | Auto Follow Up
- Lead & Opportunity Management
- Communication Center
- Performance Reporting & Analytics
- AI Search & Filter
- TigerChat | Web Forms
- Centralized Calendars
- Up to 15 GB
Premium Add-ons – $10 per additional user/month
- SMS Messaging – $0.00751/text
- Integrated Telephony – $0.0011/minute
- Data – $5 per added 100 GB
Integrations
TigerLRM integrates with various tools that help sales reps close deals without switching software. This includes:
- Stripe
- Twilio
- Outlook
- Zoom
- RingCentral
- Paypal
- Intuit Quickbooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Newmark, Chetu, Bansi Properties
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
TigerLRM is a complete sales enablement platform that provides tools to assist with closing rates, onboarding representatives, increasing sales productivity, and improving sales visibility.
Company Email
info@tigerlrm.com
Contact No.
Company's Address
TigerLRM, LLC.,
1500 Concord Ter. Suite 102, Sunrise, FL 33323,
USA
TigerLRM Comparisons
Popular TigerLRM Alternatives
When you research different CRM Software software you shouldn’t just explore their list of features and available pricing plans. Pay attention to the fact that the solution must be meeting your requirements and team so the more flexible their offer the better. Learn what platforms are supported by Redtail CRM and TigerLRM and ensure you will obtain mobile support for whichever devices you work on in your company. You should also learn which languages and countries are supported, as this could be a deal breaker for many firms.
Page last modified