Amplify CRM

Amplify CRM

Wavteq
Redtail CRM

Redtail CRM

Redtail Technology
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone seeking an investment attraction CRM solution

Audience

Financial Advisors in need of an CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5
Read all reviews

Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.5 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Wavteq
Founded: 2010
Ireland
www.wavteq.com/products/crm-amplify-wavteq

Company Information

Redtail Technology
Founded: 2003
Sacramento, CA
www.redtailtechnology.com

Alternatives

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
AIM

AIM

Altvia Solutions
Optimizer

Optimizer

Synertree CMS
Amplify CRM

Amplify CRM

Wavteq

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Integrations

Asset-Map
Chat Agents
CircleBlack
Desktop.com
Documati
Go Integrator Cara
GoTo Connect
Intulse
Levitate
MoneyGuidePro
Moneytree
Morningstar Advisor Workstation
MyRepChat
PlaybookBuilder
Pulse
Riskalyze
Shift
T-Max Phone Systems
Wufoo
Zapier

Integrations

Asset-Map
Chat Agents
CircleBlack
Desktop.com
Documati
Go Integrator Cara
GoTo Connect
Intulse
Levitate
MoneyGuidePro
Moneytree
Morningstar Advisor Workstation
MyRepChat
PlaybookBuilder
Pulse
Riskalyze
Shift
T-Max Phone Systems
Wufoo
Zapier
Claim Amplify CRM and update features and information
Claim Amplify CRM and update features and information
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