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Compare Redtail CRM vs Zengine by WizeHive

What is better Redtail CRM or Zengine by WizeHive? Specific companies demand different types of CRM Software. To learn which service meets your requirements, think about comparing various solutions feature by feature along with their terms and prices. Similarly, you will get a quick idea of their general effectiveness and customer feedback by checking our smart scoring system.

The results are: Redtail CRM (9.0) vs. Zengine by WizeHive (9.0) for all round quality and usefulness; Redtail CRM (100%) vs. Zengine by WizeHive (98%) for user satisfaction rating. Analyze their strong and weak points and find out which software is a better option for your company. One simple but effective tip is to write the pros and cons of both solutions side by side and see which app has more benefits.

As of now, the most significant services in our CRM Software category are: Freshsales, Salesforce CRM, HubSpot CRM.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $99

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

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

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

KMS Financial Servies Inc., Cambridge Investment Research Inc., United Planners Financial Services

Integrations

Redtail CRM works seamlessly with the following services:

  • Morningstar
  • Riskalyze
  • LaserApp
  • Allbridge
  • MoneyGuidePro

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE 98%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Grants Management
  • Scholarship Management
  • Awards Management
  • Internship Management
  • Fellowship Management
  • Accreditation Management
  • Customer Management
  • Branded Online Application Forms
  • Unlimited File Uploads
  • Integrated CRM
  • Integrated Database for Tracking
  • Confirmation Emails
  • Dashboard & Reporting
  • Branded Online Review Portal
  • Reviewer Assignments
  • Bulk Email
  • Secure Hosting via AWS
  • Branded Online Submission Portal
  • Letters of Recommendation
  • Automated Emails
  • Automated Assignments
  • 1000+ Integrations
  • Audit Trail Reporting
  • Automated Workflows
  • Single Sign-On
  • Online, On-demand Help Center
  • Email, Phone, Web Support
  • Workplace Set Up
  • Implementation Lead
  • Project Plan
  • Project Management
  • Data Migration Services

Pricing Info

Zengine by WizeHive offers three tiers. Pricing is based on the number of users, programs, and the complexity of intake processes.

CORE – pricing by quote

  • 3 programs
  • 1,000 number of applications per program
  • 3 administrators
  • Simple intake process

PREMIUM – pricing by quote

  • 20 programs
  • 5,000 number of applications per program
  • 10 administrators
  • Medium complexity of intake process

ENTERPRISE – pricing by quote

  • Unlimited programs
  • Unlimited number of applications per program
  • Unlimited number of administrators
  • Complex intake process

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Bill & Melinda Gates Foundation, Stanford University, Pediatric Brain Tumor Foundation

Integrations

Zengine by WizeHive has pre-built plug-ins for GuideStar and ScholarSnapp. Its built-in Zapier connections allow for integration with 1000+ platforms. In addition, it has open API that allows for integration with other SAML systems. SalesForce and QuickBooks are popular among its users.

 

 

 

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Combines grant management, online applications management, and CRM into a single, centralized, and highly customizable solution.

Company Email

sales@wizehive.com

Contact No.

Company's Address

WizeHive Inc.
441 E. Hector Street
Conshohocken, PA 19428
USA

No CRM Software will manate to cover all the needs of a company. Though key functionalities of Redtail CRM and Zengine by WizeHive are important you should also carefully explore the integrations provided by a given software. Very often your team will already be making use of some other B2B software in your company and it’s definitely wiser to go with products that integrate well with each other. That way you will be able to be certain of a reliable exchange of information between your teams and services, which can really reduce time spent on migrating between one product and the other.

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