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Redtail

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What is Redtail?

Redtail is a cloud-based CRM for financial advisors. It includes automated workflows, an intuitive user interface, and various integrations such as MOXO, Zapier, or SmartRIA. Redtail provides various modules for workflows, calendars, reporting, and seminars. It also includes a free Redtail app for CRM data. A free trial of Redtail is available. Prices start at $99 per month and database.

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Ease of use

CRM

Average: 8.6

Meets requirements

CRM

Average: 9

Customer Support

CRM

Average: 8.7

Ease of setup

CRM

Average: 8.3

Redtail Pricing

Pricing details

Last edited: February 2023

Redtail CRM

$99.00/ Page / month

Unbegrenzte Anzahl von Leads, Kontakten, Erinnerungen und Aufgaben

Kostenlose Datenbankkonvertierungen

Broadcast-E-Mails

Kostenlose Mobile App

Benutzerdefinierter Export

Zugriff überall und jederzeit

Backup und Notfallwiederherstellung

Verwaltung von Dokumenten

Workflow-Prozesse

Kategorisierung und Kennzeichnung von Kundendatensätzen

Detaillierte Berichte

Seminar-Verwaltung

Kostenloser Support

Free trial version

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Redtail Content

CRMTim Fischer 3/14/2024The 7 Best CRM Softwares for Financial Service Providers