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
- Account management
- Activity management
- API
- Campaigns and email marketing
- Contacts management
- Conversations
- Customizable homepage
- Dashboards
- Developer friendly
- Email correspondence
- Email archiving
- Exchange integration
- Gamification
- Gmail integration
- Google Maps
- Group security
- Internationalization
- Lead management
- Marketing automation
- Mobile ready
- Opportunity management
- Outlook integration
- Personalization
- Product management
- Reporting
- Security management
- Workflow
Pricing Info
Here are the Zurmo cost details:
Zurmo CRM offers three subscription plans that require annual payment.
Team
- $35 / User / Month
- Minimum five users
Professional
- $59 / User / Month
- Minimum five users
Enterprise
- $99 / User / Month
- Minimum 10 users
The vendor offers a risk-free trial for 30 days for all three plans.
Integrations
Zurmo CRM supports the following integrations:
- Email Archiving
- Exchange
- Gmail
- Google Calendar
- Google Contacts
- Google Single Sign-on
- Google Web Tracking
- Outlook
- Rapleaf / Full Contact
- VOIP (SIP Calling)
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
TazWorks, Brilliant Noise, Ecksodus, srcLogic
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
An open source CRM platform that integrates sales, marketing automation, and project management software into one solution.
Company Email
Contact No.
Company's Address
27 North Wacker Drive, Suite 370, Chicago, Illinois 60606
Zurmo CRM Comparisons
Popular Zurmo CRM Alternatives
Both Redtail CRM and Zurmo CRM were evaluated by a team of independent B2B experts who prepared a detailed study of all key aspects of every app. Their final score was prepared using our unique SmartScore algorithm which calculates an individual partial score to each component including: main functionalities, client support, mobile support, security, client satisfaction and market presence. We know useful features are not the only aspect important to a company so we make sure we pay attention to all aspects of a product prior to calculating its final score.
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