Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Sales Automation
- Marketing Automation
- Relationship Intelligence
- Unified Data Solution
- Cloud Telephony
- Campaign Dashboard
- Campaign Management
- Email Marketing
- Contact History
- Contact Management
- Contact Scheduler
- Contract Management
- Customer Database
- Lead Management
- Lead Tracking
- Mailing List Management
- Multi-Channel Marketing
- Newsletter Management
- Product Catalog
- Referral Tracking
- Social Media
- Document Management
- Employee Directory
- Mail Merge
- Quote Management
- Territory Management
- Performance Reporting
- Outlook Plugin
- Integrations
- iOS & Android Apps
Pricing Info
Pricing Info
Salezshark offers three SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your company:
Shark Basic – $20/user/month
- Lead Management
- Activities & Tasks
- Account & Contact Management
- Opportunity Tracking
- Forecasting
- Reporting & Dashboard
- Social Intelligence
- Email Integration
- *Campaign 360°
- Administration
Shark Pro – $49/user/month
- Lead Management
Web2Lead Capture
Assignment & Tracking - Reporting & Dashboard
Standard Reports + 5 Custom Reports - Relationship Cloud
Internal & External Connections - Chat Feature
- + Starter
Enterprise – By quote
Integrations
Integrations
SalezShark integrates with the following business systems and applications:
- Dataguru
- Justdial
- GlobalData
- SnapEngage
- Intercom
- MyOperator
- VICIdial
- Avaya
- Kayako
- Mailgun
- SendGrid
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
SalezShark is the next-generation platform that gives businesses the power to build long-lasting relationships with their clients. It has smart technologies that assist users in better managing customer data, too. Moreover, it has a reporting tool that can aid in decision-making.
Company Email
contact@salezshark.com
Contact No.
Company's Address
12801 Worldgate Dr, Ste 503
Herndon, VA
USA
SalezShark Comparisons
Popular SalezShark 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
support@redtailtechnology.com
Contact No.
Company's Address
11285 Pyrites Way, Suite B
Gold River, CA 95670
USA
Redtail CRM Comparisons
Popular Redtail CRM Alternatives
Almost as essential as useful features and client support responsiveness are pricing plans made available by SalezShark and Redtail CRM. Even though pricing should not be the only aspect it’s without a doubt a significant thing to think about. You should expect a flexible pricing plan that can be matched with your business size and easily scaled up every time your business develops. Be sure that you don’t pick plans that include extra features that you won’t use and always try to get in touch with the vendor directly because big companies can frequently count on more affordable prices. You should also give a chance to a free trial or demo of every app to spend at least some time using it. It’s a helpful experience that doesn’t need you to pay any money and provides you with a practical overview of what it feels like to work with SalezShark and Redtail CRM.
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