Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Lead tracking
- Leaderboards
- Team messaging
- Integrations
- Company branding
- Territory Management
- Sales tools
- GPS tracking
- Datagrid
- Digital contact
Pricing Info
Pricing Info
SalesRabbit offers three SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:
Individual plan – $15/month, billed annually
- 1 user
- Lead management
- Data imports
- Customer locator
- Presentation material
- Sketch Board
- Live support
Team plan – $22/month/user, billed annually
- Everything in individual plan, plus
- Multiple users
- Area management
- Location tracking
- Team chat and news
- Training portal
- Leaderboards
Pro plan – $29/month/user, billed annually
- Everything in the team plan, plus
- Agreement forms
- Integrations
- Industry sales tools
Integrations
Integrations
SalesRabbit integrates with the following business systems and applications:
- Salesforce
- Agemni CMS
- Pestpacsoftware
- Marketsharp
- jobNimbus
- Improveit36
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Sunrun, stormguard, TriSmart
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
SalesRabbit is a reliable customer relationship management platform designed for businesses of all sizes.
Company Email
Contact No.
Company's Address
2801 North Thanksgiving Way, Suite 210
Lehi, Utah 84043
USA
SalesRabbit Comparisons
Popular SalesRabbit 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
Almost as crucial as features and client support level are pricing options provided by SalesRabbit and Redtail CRM. While cost should not be the only element it’s without a doubt a key thing to think about. You should count on a flexible pricing plan that can be matched with your team size and easily scaled up if your company develops. Be sure that you don’t select pricing plans that have extra features that you won’t use and always make an effort to contact with the vendor directly as big companies can usually count on discounts. You should also try out a free trial or demo of every solution to spend at least some time using it. It’s a useful experience that doesn’t require you to spend any money and provides you with a practical overview of what it’s like to work with SalesRabbit and Redtail CRM.
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