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
- Pre-built integrations
- Mobility
- Extensibility
- Unlimited customizations
- Unlimited custom appsWorkflow and approval automation
- Report history tracking
- Enterprise territory management
- Profiles and page layouts and record types
- Custom app development
- Integration via web service API
- Customizable dashboards
- Role permissions
- Multichannel built in
Integrations
- Salesforce.com
- Aktana
- Knipper
- medidata
- QPharma
- TerrAlign
- Other Veeva suite of products developed by two major groups: software and content providers
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Eli Lilly, GenomeDX, Lundbeck
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
The first fully integrated multi-channel CRM solution designed for life sciences industry.
Company Email
sales@veeva.com
Contact No.
Company's Address
4637 Chabot Drive, Suite 210
Pleasanton, CA 94588
Veeva CRM Comparisons
Popular Veeva CRM Alternatives
In case you continue having doubts about which service will be best in your case it might be a sound idea to check out each service’s social metrics. Such metrics are quite often an indicator of how popular each solution is and how extensive is its online presence. For instance Redtail CRM Twitter profile has currently 4127 followers. At the same time Veeva CRM Twitter is followed by 1463 users.
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