RedTail CRM
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What is RedTail CRM?
RedTail CRM is a pioneering cloud-based customer relationship management solution designed specifically for financial advisors, offering automated workflows and seamless integrations to enhance productivity. With a user-friendly interface and exceptional support, it helps firms efficiently scale and manage client relationships.
Pricing
RedTail CRM Starting Price
$ 99/Per Month
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Key Features of RedTail CRM
Here are the powerful features that make RedTail CRM stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Contact Management
- Calendar & Task Management
- Client Notes
- Document Storage
- Email Integration
- Workflow Automation
- Reporting & Analytics
- Mobile Access
- Client Portal
- Customizable Dashboards
- Lead Management
- Opportunity Tracking
- Marketing Automation
- Appointment Scheduling
- Data Import/export
- Integration With Financial Planning Tools
- Compliance Tracking
- Role Based Permissions
- Client Segmentation
- Activity Tracking
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RedTail CRM Screenshots
RedTail CRM Pricing
Here are the pricing plans for RedTail CRM. Choose the plan that best fits your requirements and budget. Get Detailed RedTail CRM pricing as per your requirements.
Basic
$ 99
Per Month
- Unlimited leads, contacts, reminders, and tasks
- Complimentary database conversions
- Broadcast emails
- Free 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
Get Pricing
The pricing information for RedTail CRM is sourced either directly from the software provider or publicly available materials. To get the most accurate and up-to-date costs, we advise reaching out to the vendor.
The pricing information was last updated on 31st July 2024.
Free Trial is available
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RedTail CRM Specifications
Get a closer look at the technical specifications and system requirements for RedTail CRM. Find out if it's compatible with your operating system and other software.
Company Details :
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RedTail CRM Comparisons
Compare RedTail CRM with other similar options available in CRM Software. Explore the key differences to see why it's the top choice for businesses and individuals.
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RedTail CRM Resources
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RedTail CRM FAQs
How much does RedTail CRM cost?
The starting price of RedTail CRM is $ 99/Per Month. It has different pricing plans:
- Basic : $ 99/Per Month
RedTail CRM also provides a free trial to users.
What are the top 5 features for RedTail CRM?
The top 5 features for RedTail CRM are:
- Document Management
- Email Marketing / SMS Marketing
- Inventory Management
- Performance Management
- Employee Management
What type of customer support is available from RedTail CRM?
The available support which RedTail CRM provides is:
- Phone
- Live support
- Training
What platforms does RedTail CRM support?
RedTail CRM supports a variety of platforms including Android and IOS.
What types of businesses does RedTail CRM serve?
RedTail CRM serves a wide range of businesses, including but not limited to Startups & Freelancer.
How is RedTail CRM commonly used?
RedTail CRM is commonly used for various purposes, such as Client Management, Financial CRM and more.
Who are the primary competitors of RedTail CRM?
The three major competitors of RedTail CRM are IntellioCRM, SEO CRM and The Layer. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.
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