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
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
- HRM
- CRM
- Accounting
- Project Management
- Modular System
- 24/7 Support
Pricing Info
WP ERP offers the following basic and enterprise pricing packages:
WP ERP – Free
- Core CRM, HR, and Accounting modules
WP ERP Pro – $9.99/month
- All WP ERP Features +
- Advanced Leave Management
- Zendesk Integration
- Awesome Support Sync
- Salesforce Sync
- HubSpot Contacts Sync
- Gravity Forms Sync
- Help Scout Integration
- WP ERP HR Frontend
Integrations
WP ERP integrates with various apps including:
- Zendesk
- HubSpot
- SalesForce
- Gravity Forms
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
TasteOfAndroid, USACarshopper & Advertise It, LLC
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
WP ERP is an all-in-one WordPress-based project management, accounting, CRM, and human resources platform.
Company Email
Contact No.
Company's Address
WP ERP,
500 Westover Dr #12806 Sanford, North Carolina 27330,
USA
WP ERP Comparisons
Popular WP ERP Alternatives
Almost as essential as features and customer support responsiveness are pricing plans offered by Redtail CRM and WP ERP. While cost should not be a deciding element it’s definitely a significant thing to consider. You should count on a flexible pricing plan that can be matched with your business size and effortlessly scaled up when your team develops. You should be certain you don’t pick packages that include advanced tools that you won’t find a use for and always make an effort to contact with the vendor directly as big companies can usually benefit from discounts. You should also try out a free trial or demo of every product to spend at least some time using it. It’s a useful experience that doesn’t ask you to invest any money and gives you a reliable overview of what it feels like to work with Redtail CRM and WP ERP.
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