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
- Notifications
- CRM Records
- Integration with SugarCRM and Salesforce
- Personalized messages
- Simplified data entry
Pricing Info
Viabl offers five pricing packages that include CRM integration, unlimited notifications, and CRM records. Rates vary depending on the number of users. A free trial option is also available.
$250/month
- 10 Users
- 25,000 CRM records
- CRM integration
- Unlimited Notifications
$600/month
- 25 Users
- 50,000 CRM records
- CRM integration
- Unlimited Notifications
$1,125/month
- 50 Users
- Unlimited CRM records
- CRM integration
- Unlimited Notifications
$2,000/month
- 100 Users
- Unlimited CRM records
- CRM integration
- Unlimited Notifications
Enterprise Pricing is available. Contact the vendor directly for a price quote.
Integrations
Viabl integrates with Salesforce and SugarCRM.
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
Viabl is dedicated to enhancing customer relationships for small and medium sized companies because relationships are their lifeblood.
Company Email
support@viabl.com
Contact No.
Company's Address
3423 Piedmont Rd NE,
Atlanta, GA 30305
Viabl Comparisons
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All the data, facts and statistics that we presented in this comparison were collected from official vendor websites, marketing content available online, actual experience from real clients as well as our individual everyday use of each product by an expert. We pay a lot of attention to thoroughly study each service, as a result we not only analyze it ourselves, but we also correlate our observations with opinions of other users from the SaaS community.
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