Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Project management
- Sales management
- Human resources management
- Collaboration
- File sharing
- Calendar and events
- Integration
- Reports
Pricing Info
Pricing Info
TeamWave is a free integrated business suite while providing users to pay for optional features in the future.
Integrations
Integrations
TeamWave offers tight integration with the following business systems and applications:
- Google Calendar
- Google Contacts
- Google Drive
- Dropbox
- MailChimp
- UberConference
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
AMICA, Spiral Media Labs, EU Business School
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
TeamWave is a web-based business suite that combines elements and features of CRM, project management and HR management.
Company Email
Contact No.
Company's Address
Double Spring Media (India) Pvt. Ltd
#15/1 Robertson Road,
Frazer Town, Bangalore-56000
TeamWave Comparisons
Popular TeamWave 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 TeamWave and Redtail CRM. Although pricing should not be the only aspect it’s surely a significant thing to consider. You should look for a flexible pricing package that can be matched with your business size and easily scaled up every time your business grows. You should be certain you don’t pick packages that include advanced features that you won’t find useful and always try to get in touch with the vendor directly as enterprises can frequently benefit from discounts. 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 useful experience that doesn’t need you to invest any money and provides you with a reliable overview of what it’s like to work with TeamWave and Redtail CRM.
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