Redtail CRM
vsRedtail 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
- Be in sync with your phone and calendar
- Built-in appointment scheduling and services menu
- Client interactions management
- Contact form Facebook plugin
- Customizable forms, and styles text and fields
- Forms for any web platform
- HTML contact form generator
- Manage your calendar on any device
- Minimize “no shows”, simplify rescheduling
- Perfect fit to Facebook, mobile, and websites
- Predefined services and meeting options
- Proactive contact form choices for your website
- Reminders, email confirmation, and autoresponder
- Schedule with multiple employees
- Secure an online payment upfront
- Self-service appointment scheduling for your clients
- CRM
- Email and SMS marketing
- Invoicing
- Client portal
Pricing Info
vcita offers 3 plans as well as a 14-day free trial.
Essentials – $19/month ($29/month when billed monthly)
- Online scheduling plan: $12/Month
- All Free features, plus:
- Online appointment booking & event registration
- Online payments
- 1,000 clients
- Email support
- Single user
Business – $45/month ($59/month when billed monthly)
- All Essentials features, plus:
- Email marketing and SMS campaigns
- Coupons
- Client text messages (SMS)
- Client tags & follow-ups
- 3rd party integrations & analytics
- 5,000 clients
- Free onboarding session, email & phone support
Platinum Solo- $75/month ($99/month when billed monthly)
- All Business features, plus:
- Auto-assign rules
- Custom email & SMS notifications per service
- Set your own LiveSite domain
- Unlimited clients
- Free onboarding session, priority support
Platinum 2 to 4 staff members – $91/month ($119/month when billed monthly)
- All Business features, plus:
- Staff roles & permissions
- Auto-assign rules
- Custom email & SMS notifications per service
- Set your own LiveSite domain
- Unlimited clients
- Free onboarding session, priority support
Integrations
vcita supports the following integrations:
- Wix
- Weebly
- WordPress
- Duda
- Square
- Drupal
- Gmail
- Google Calendar
- Constant Contact
- Mailchimp
- PayPal
- Stripe
- Zapier
- Quickbooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Silicon Valley Research Group, Landmark Tax Group, MDV Custom Cakes
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 multi-featured customer service and business management software for service providers and professionals such as consultants, accountants, lawyers, and others. This solution utilizes essential tools to manage everyday tasks such as calendar and online scheduling, email and SMS marketing, client portal and management, lead generation, and billing and invoicing.
Company Email
Contact No.
Company's Address
10777 Main Street
Suite 203
Bellevue, WA 98004
vcita Comparisons
Popular vcita Alternatives
In the event you continue having second thoughts about which app will be best for your company it might be a good idea to investigate each service’s social metrics. Such metrics are quite often a sign of how popular each software is and how large is its online presence.For example, if you analyze Redtail CRM LinkedIn page you’ll find out that they are followed by 2161 users. In case of vcita the amount of followers on their LinkedIn page is 158.
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