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
- 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 was developed as a flexible, scalable platform that can be set up to directly address the goals and requirements of your organization. As such, pricing is custom per client.
All plans include:
- Secure hosting on AWS
- One-on-one implementation and staff training
- Ongoing education and training opportunities
- Full access to support services team
Integrations
Zengine by WizeHive has pre-built plug-ins for GuideStar and ScholarSnapp. Its built-in Zapier connections allow for integration with 2000+ platforms. In addition, it has open API that allows for integration with other SAML systems. SalesForce and QuickBooks are popular among its users.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bill & Melinda Gates Foundation, Stanford University, Pediatric Brain Tumor Foundation
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 CRM-centric grant management software that helps organizations in education, research institutes, and non-profits manage process lifecycles involving grants, fellowships, and awards among others. It features more than a thousand integrations, robust reporting, and a powerful built-in CRM module. These make it a go-to solution for cause-based organizations.
Company Email
sales@wizehive.com
Contact No.
Company's Address
WizeHive Inc.
441 E. Hector Street
Conshohocken, PA 19428
USA
Zengine by WizeHive Comparisons
Popular Zengine by WizeHive Alternatives
When you pick a software that you believe will work best for your company you shouldn’t simply focus on what professionals have to say about it. In many cases individual experience with the software will vary, depending on your own preferences and requirements. This is why in our reviews we also give our User Satisfaction Rating for every service to give you an immediate overview of how actual users of Redtail CRM and Zengine by WizeHive estimate their contact with the product. Our system is based on advanced analysis of product mentions on other websites, social networks as well as blogs, so you are going to receive a comprehensive and credible picture of what other users think about every software. In this example Redtail CRM got a total satisfaction rating at N/A% while for Zengine by WizeHive 98% of people express they had an enjoyable experience with it.
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