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
- Ticket templates
- Integrated interactive reports
- Data export (PDF, XML, CSV)
- Point-and-click codeless configuration
- Asset management/CMDB
- Custom reports builder
- Customizable views
- Active Directory/LDAP Integration
- Tasking
- Self-service web portal
- Interactive dashboards
- Incident management
- Automated escalation rules
- Problem management
- Change management
- Client management
- Knowledge base
- Service level management
- Asset audit trail
- Integrated reports
- Automated ticket routing
- Service Level Agreements (SLA)
- Business rules engine
Pricing Info
Vivantio is available as low as $42 per user per month. Pricing may be affected by various factors, including:
- The types of licenses you choose
- The number of technician licenses you need
- Discounts for non-profit or educational institutions
You can contact a member of the Vivantio solutions team to get exact pricing for your organization’s needs.
Integrations
Aside from full API and custom webhooks, Vivantio offers integrations with these applications:
- Azure Directory Sync
- Azure DevOps (VSTS)
- JIRA
- TFS
- Okta
- SCIM Provisioning
- Salesforce
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Tesco Mobile, RAC, NHS, Toshiba, Porsche
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 powerful yet easy-to-use, flexible service management tool to help you provide great customer service. It offers extensive automation, customization, self-service portals, and comprehensive reporting tools at prices that are right for your needs.
Company Email
Sales@vivantio.com
Company's Address
Vivantio US East:
200 Portland Street
Boston, MA 02114
Vivantio Comparisons
Popular Vivantio Alternatives
In the event you are still having second thoughts about which software will work best for your company it may be a sound idea to take a look at each service’s social metrics. Such metrics are usually a way to see how popular every software is and how big is its online presence. For example Redtail CRM Twitter account has currently 4127 followers. At the same time Vivantio Twitter is followed by 70 users.
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