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
- Sales Pipeline Organization
- Workflow Automation
- Call Management
- Email Synch
- Payment Collection
- Team Activity Tracking
Pricing Info
Wooster offers a simple basic/enterprise pricing scheme.
Wooster – $15/user/month or $10/user/month (Annual Billing)
- Unlimited Accounts
- Unlimited Deals
- Unlimited Contact Storage
- Team performance tracking and stats
- Customizable account and deal pipelines
- Built-in payment processing
- Daily task priority automation
- In-app voice calling, voicemail, and call recording
- Lead list importing and exporting
- Calendar and event management
- Live chat and email support
- Incoming and outgoing email sync
- Detailed activity history logs
- Document uploading and storage
Integrations
Wooster integrates with the following business systems and applications:
- Gmail
- Stripe
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
Wooster is a feature-rich CRM software built to meet the needs and specifications of modern business poised for growth.
Company Email
hello@wooster.io
Contact No.
Company's Address
Wooster
New York City, New York
USA
Wooster Comparisons
Popular Wooster Alternatives
No CRM Software will be perfect enough to cover all the needs of a company. Though core features of Redtail CRM and Wooster are obviously a priority you should also carefully examine the integrations supported by a given solution. Very often your team will already be working with some other SaaS software in your company and it’s always wiser to go with software that integrate well with one another. That way you will be able to be certain of a reliable exchange of data between your teams and software used, which can considerably reduce time wasted on migrating between one software and the next.
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