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
- Activity dashboard
- Activity history
- Activity management
- Advertising management
- Auto-matching
- Calendar management
- Campaign analysis
- Campaign management
- Campaign planning
- Client database
- Client management
- Contact database
- Contact management
- CRM integration
- Customer segmentation
- Data storage management
- Data synchronization
- Demand management
- Demand matching
- Document management
- Email alerts
- Email marketing
- Lead management
- Listing analytics
- Multi-language
- Notifications
- Portfolio management
- Promotions management
- Property alerts
- Reporting
- Sales management
- Sales pipeline tool
- Social advertising
- Synchronization management
- Task scheduling
- Website management
Pricing Info
Witei offers a single, simplified pricing plan for all users – €45 per office/month (+taxes). The plan includes all features and services.
Integrations
Witei integrates with the following business systems and applications:
- WordPress
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Diza, Viviz, Remax, Vivienda Madrid
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
Witei is a cloud-based real estate CRM solution that small to medium-sized real estate agencies can use to manage properties, agents, and clients.
Company Email
info@witei.com
Contact No.
Company's Address
Witei Solutions SL
Paseo de la Castellana, 194
Madrid
España
Witei Comparisons
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Both Redtail CRM and Witei were tested by a team of reliable SaaS experts who carried out a detailed study of all crucial aspects of each app. Their ultimate rating was calculated using our unique SmartScore system which provides an individual partial score to every component including: main features, customer support, mobile support, security, user satisfaction and market presence. Here at FinancesOnline we know useful features are not the only thing essential to a company so we do our best to pay attention to all sides of a software prior to calculating its final rating.
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