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
Popular Witei Alternatives
It may not always be enough to simply compare Redtail CRM and Witei against each other. Even though useful tools, pricing plans and customer experience are all crucial and should be taken into account when making a final decision, you should also pay attention to the recognition and awards claimed by every solution. Very often a less known service may turn out to be an amazing choice that was distinguished with B2B awards such as our Great User Experience Award which reveals that in spite of smaller market presence it’s a worthy rival to the services that dominate the market.
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