Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Client Management System
- Inventory Management
- Campaign manager and campaign status
- Notes
- Advanced Search
- Administrators’ control
- Permission rights
- Personalized settings
- Log call and tasks
- Comprehensive reporting system
Pricing Info
Pricing Info
Pricing by quote. Contact Remotia CRM directly for more enterprise pricing information.
Integrations
Integrations
Remotia supports integrations with the following business systems and applications:
- Bitium
- Google Apps
- Active Directory
- LDAP
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Volvo, GE Capital, Saab, SciTech Publications
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
Remotia’s business intelligence software modules are designed to offer a great leverage to compete and successfully outperform day-to-day businesses challenges.
Company Email
Contact No.
Company's Address
PeconGroup Inc.
113 Barksdale Prof. Center
Newark, DE 19711-3258
Remotia CRM Comparisons
Popular Remotia CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
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
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
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
No CRM Software will be able to solve all the requirements of a business. Even though key features of Remotia CRM and Redtail CRM are important you should also carefully examine the integrations offered by a given software. Very often your team will already be working with some other SaaS software in your company and it’s definitely wiser to go with products that integrate well with each other. With that approach you can be certain of a smooth transfer of information between your teams and apps, which can really reduce time devoted to migrating between one service and the other.
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