Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Activity templates
- Client portal
- Customizable fields
- Customize databases
- Dynamic duplication detection
- Email campaigns
- Full data export
- iPad, touch/tablet application
- iPhone, mobile application
- Link emails to shared contact records
- Renowned Google Apps integration
- SSL Encryption
- Xero Integration
Pricing Info
Pricing Info
Solve CRM offers a single plan:
- $25/user monthly
- No contract
- Starts with 4 users and grows with you
- 14-day free trial (with support)
Integrations
Integrations
Solve CRM offers an API for use and supports the following integrations:
- Freshdesk
- FreshBooks
- Constant Contact
- Xero Accounting
- Zendesk
- Wufoo
- Google Apps
- MailChimp
- RingCentral
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
DynaRead, MB Partner, Audacity, GDP Industrial Property
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
CRM with features to manage projects. The platform helps you manage your client interactions and keep your team members coordinated.
Company Email
Contact No.
Company's Address
2400, 101 - 6th Ave S.W., Calgary, Alberta T2P 3P4, Canada
Solve CRM Comparisons
Popular Solve 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
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
The products compared on this page are only a sliver of our entire CRM Software category and you should take into account that there may be better alternatives available. If you would like to make sure you make the optimal decision for your business we strongly urge you to test more software first. It may also be a good idea to check out our top 10 CRM Software list to learn which services are at the moment the best ones and dominate the market.
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