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
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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
Almost as crucial as useful features and customer support quality are pricing plans made available by Redtail CRM and TigerLRM. Even though pricing should not be the sole element it’s definitely an important thing to consider. You should count on a flexible pricing package that can be adjusted to your business size and painlessly scaled up if your business grows. You should be certain you don’t choose plans that include additional tools that you won’t find useful and always try to contact with the vendor directly because enterprises can often benefit from special pricing. You should also check out a free trial or demo of every product to spend at least some time on actual work with the system. It’s a valuable experience that doesn’t require you to spend any money and gives you a practical overview of what it’s like to work with Redtail CRM and TigerLRM.
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