Redtail CRM

Web-based CRM for financial professionals
(54 reviews)
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

Knowledge Base Knowledge Base
Online Support Online Support
Phone Support Phone Support

Pricing

Pricing

Starting From

Starting From

US$99,00/month
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

Activity Dashboard Activity Dashboard
Activity Management Activity Management
Activity Tracking Activity Tracking
Ad hoc Reporting Ad hoc Reporting
Automatic Backup Automatic Backup
Automatic Notifications Automatic Notifications
CRM Integration CRM Integration
Categorization Categorization
Client Management Client Management
Configurable Workflow Configurable Workflow
Contact Database Contact Database
Contact History Contact History
Contact Management Contact Management
Custom Fields Custom Fields
Customizable Reporting Customizable Reporting
Data Import/Export Data Import/Export
Database Conversion Database Conversion
Email Integration Email Integration
Event Triggered Actions Event Triggered Actions
Follow-up Scheduling Follow-up Scheduling
History Tracking History Tracking
Lead Management Lead Management
Records Management Records Management
Reminders Reminders
Reporting & Statistics Reporting & Statistics
Tagging Tagging
Task Management Task Management
Task Scheduling Task Scheduling
Timeline Management Timeline Management
Workflow Management Workflow Management

Integrations

Integrations

Call Logic Call Logic
Formstack Documents Formstack Documents
HiddenLevers HiddenLevers
Intulse Intulse
NetDocuments NetDocuments
ReminderCall.com ReminderCall.com
RightCapital RightCapital

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