Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more
Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing...

Platforms Supported

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

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • Chat
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from anywhere
Sticky Advisor is a Canadian financial advisor CRM that helps automate daily activities, keep up-to-date records of clients, and manage contacts from...

Platforms Supported

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

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

US$99,00/month

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4,2 /5
(54)
Ease of Use
4/5
Features & Functionality
4/5
Customer Service
4,1/5
Value for Money
4,1/5

Overall rating

4,3 /5
(6)
Ease of Use
4,5/5
Features & Functionality
3,8/5
Customer Service
4,8/5
Value for Money
4,8/5

Total features 35

  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Management
  • Audit Management
  • Auto-Responders
  • Automated Scheduling
  • Automatic Backup
  • CRM
  • Calendar Management
  • Calendar Sync
  • Categorisation/Grouping
  • Client Management
  • Client Portal
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Database Conversion
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • Event Triggered Actions
  • File Management
  • Historical Reporting
  • Influence Tracking
  • Interaction Tracking
  • Lead Management
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Purchasing & Receiving
  • Records Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Timeline Management
  • User Management
  • Workflow Management

Total features 40

  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Management
  • Audit Management
  • Auto-Responders
  • Automated Scheduling
  • Automatic Backup
  • CRM
  • Calendar Management
  • Calendar Sync
  • Categorisation/Grouping
  • Client Management
  • Client Portal
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Database Conversion
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Templates
  • Event Triggered Actions
  • File Management
  • Historical Reporting
  • Influence Tracking
  • Interaction Tracking
  • Lead Management
  • Live Chat
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Purchasing & Receiving
  • Records Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Timeline Management
  • User Management
  • Workflow Management
  • Google Calendar
  • Google Contacts
  • Google Calendar
  • Google Contacts