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
- Customizable mobile-friendly landing page
- Embeddable review widget for business website and email signature
- Distinct feedback request flow
- Ability to generate reviews directly on third-party sites
- Custom email drip campaign to request reviews
- Auto-schedule emails
- Automatically sends follow up emails
- Automated removal from email campaign
- Compliant “kiosk mode” with customer-facing opt-in forms
- SMS messaging drip campaign
- Printed review cards to hand out to customers
- Email signature call-to-action
- Monitor over 100 review sites
- Instant review alerts delivered right to your inbox
- Custom scheduling of auto-sharing reviews to Facebook and Twitter
- Publish online reviews from around the web
- Sentiment analysis
- Aggregate review ratings
- Review site distribution and strength chart
- Overall star rating trend analysis
Pricing Info
Contact Rize Reviews for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.
Integrations
Rize Reviews integrates with the following business systems and applications:
- WordPress
- Joomla
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Rize Reviews helps you tactfully ask and remind customers for feedback and guides them through the online review process.
Company Email
Contact No.
Company's Address
3825 S Bowen Rd., Back Building
Arlington, TX 76016
USA
Rize Reviews Comparisons
Popular Rize Reviews Alternatives
Every time you select a app that you think will be an actual asset for your company you shouldn’t just pay attention to what experts have to say about it. In many cases individual experience with the software may change, depending on specific goals and requirements. This is why in our reviews we also give our User Satisfaction Rating for every service to give you a reliable impression of how actual users of Redtail CRM and Rize Reviews evaluate their contact with the product. Our system is based on detailed analysis of product mentions on other sites, social media and blogs, so you will obtain a comprehensive and credible landscape of what other customers think about each software. In this example Redtail CRM has a total satisfaction rating at N/A% while for Rize Reviews N/A% of people say they had an enjoyable experience with it.
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