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
- Feedback Analytics
- In-depth & Actionable Customer Feedback
- Embedded directly in your web or mobile app
- Custom Design
- Single Sign On
- Feedback Forums
- Instant Answers
- Embeddable widgets
- Customer Satisfaction Analytics
- iOS & Android SDKs
- User Analytics
- Domain Aliasing
- SSL Encryption
- Several types of moderation
Pricing Info
There are various packages available. You need to get in touch with the vendor for the most up-to-date and suitable plan for you.
Integrations
- Marketo
- Yammer
- SalesForce
- Zapier
- Sugar CRM
- Sent.ly
- Crittercism
- Wordpress
- Microsoft Dynamics CRM
- Zopim
- Flowdock
- Snap Engage
- Campfire
- Hively
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
PiCollage, Bing Ads, Full Contact
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
Join the 160,000+ organizations in over 170 countries that have found a better way to listen to their users’ voices.
Company Email
Contact No.
Company's Address
121 2nd St, Fl 4, San Francisco, CA 94105
Uservoice Comparisons
Popular Uservoice Alternatives
You should pay attention to the fact that while both Redtail CRM and Uservoice may have a reliable set of features every app may be created for a different business size. If you are analyzing various solutions you should focus on a business type they are aimed at. Some functionalities may scale up efficiently for large enterprises but if you own a small or medium business it’s often better to refrain paying for advanced functionalities that you might never actually use.
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