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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Team Inbox
- Saved Replies and Templates
- Language Translations
- Dynamic Contact Segmentation
- Group Messaging
- Custom Fields and Properties
- Automated Workflow Engine
- Filters and Conditions
- Powerful Automated Actions
- Analytics
- Multi-channel Messaging
- Internal Notes
- Delayed Messages
- Autoresponder
- MMS & Animated GIF support
Pricing Info
Medallia Concierge offers custom SMB and enterprise pricing based on your specific needs. Contact the vendor for a quote.
Integrations
Medallia Concierge integrates with the following business systems and applications:
- Facebook Messenger
- Line
- Oracle Opera
- Focus
- Salesforce
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Hyatt, Chronic Ink, WeightWatchers
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
Zingle is a software solution which enables businesses to communicate with customers through text messaging.
Company Email
info@zingle.me
Contact No.
Company's Address
Camino Vida Roble
92011 Carlsbad, California
USA
Medallia Concierge Comparisons
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Please keep in mind that while both Redtail CRM and Medallia Concierge may offer an outstanding range of features each product may be created for a different company size. If you are analyzing various solutions you may want to give some attention to a business type they are aimed at. Certain functionalities may scale up with no problem for large enterprises but if you own a small or mid-sized business it’s frequently better to refrain paying for customized features that you may never use.
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