Redtail CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Sales Automation
- Leads Management
- Tasks Management
- Activities
- Contact Management
- Google Calendar Synchronization
- Email Management
- Activity Stream
- Export to CSV
- Import from other CRM
Pricing Info
Pricing Info
Wakeupsales is a user friendly cloud CRM suited for teams of all sizes. It is popularly used by sales teams to streamline their sales process. The free CRM tool manage leads, create powerful customer relationships and improve the productivity with CRM Solution. IT, Real Estate, Digital Agencies, travel agencies, consulting and professional services firms can use this tool to maintain full control of their sales pipeline, close dealsand build lasting customer relationships.
Integrations
Integrations
Wakeupsales integrates with the following business systems and applications:
- Quickbooks
- Freshbooks
- Google Calendar
- Asterisk
- Ring Central
- Twilio
- Zapier
- Mailchimp
- Sendgrid
- Amazon SES
- Gmail
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
WakeUpSales is an open source CRM application that manages and analyzes customer interaction and data to improve your business relationships & sales growth.
Company Email
support@wakeupsales.com
Contact No.
Company's Address
2059 Camden Ave. #118, San Jose,
California 95124 United States
WakeUpSales Comparisons
Popular WakeUpSales 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
Both WakeUpSales and Redtail CRM were reviewed by a panel of independent SaaS experts who carried out a thorough analysis of all core aspects of every solution. Their final score was calculated with unique SmartScore system that calculates a separate partial score to each factor including: main features, client support, mobile device support, security, client satisfaction and market presence. Here at FinancesOnline we are aware that useful features are not the only aspect important to a business so we make an effort to pay attention to all facets of a app before coming up with its final rating.
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