Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- 360-Degree Customer View
- Web Forms
- Sales Pipelines
- Contact Management
- Online Calendar
- File Template Builder
- Customer Portal
- Visual Dashboards
Pricing Info
Pricing Info
VobeSoft has several plans for you to choose from, including an enterprise pricing plan which includes custom RTO, RPO, OLA, & SLA, custom SSO, integration permission, and dedicated customer support. Here are the details:
Free – €0/month
- 1 user
- 500 items
- 5GB storage
- Web forms
- Knowledge base
Basic – €22/users/month (€20 if billed annually)
- 5 users
- All features in Free Plan, Plus:
- 10,000 items
- 50 GB storage
- Visual workflows
- Unlimited file templates
- Custom alerts
Standard – €44/users/month (€40 if billed annually)
- 15 users
- All features in Basic Plan, Plus:
- 60,000 items
- 500 GB storage
- Helpdesk
- Premium data fields
- Support via phone
Pro – €82.5/users/month (€75 if billed annually)
- 40 users
- All features in Standard Plan, Plus:
- 300,000 items
- 3,000 GB storage
- Customer portal
- Premium app integrations
- Priority support
Enterprise – by quote
- All features in Pro Plan, Plus:
- Batch processes
- Customized SSO
- Permissions for integrations
- RTO, RPO, OLA, & SLA
- Dedicated support
Integrations
Integrations
VobeSoft integrates with:
- Google Calendar
- Box
- Dropbox
- Office 365
- WordPress
- Drupal
- e-Boekhouden
- Solera
- Exact
- SnelStart
- CCS
- Afas
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Gulf Gas and Power, Superfood, Seever
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
A fully customizable cloud software with no coding required for your organization.
Company Email
sales@vobesoft.com
Contact No.
Company's Address
VobeSoft
Helftheuvelweg 11, 5222 AV 's-Hertogenbosch,
Netherlands
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Popular VobeSoft 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 services compared on this page are only a sliver of our entire CRM Software category and you should take into account that there could be better services available. If you would like to guarantee you make the wisest choice for your business we definitely suggest that you compare more software first. It may also be a good idea to consult our top 10 CRM Software ranking to see which apps are currently the highest-ranking ones and dominate the market.
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