Redtail CRM

Redtail CRM

Redtail Technology
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About

BusinessBuilders is a project about NFTs, We want to build a self-sustaining system where NFTs evolve and increase their value. Also, you can simulate your empire with NFTs, fire and hire employees, build cities and worlds, find better relationships and simulate your business. You can learn, earn and play with BusinessBuilders.

About

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

NFT enthusiasts

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 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BusinessBuilders
businessbuilders.city

Company Information

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

Alternatives

Galaxis

Galaxis

Galaxis.xyz

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.

Categories

NFT

Categories

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 CRM Features

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

Financial Services Features

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

Integrations

AppointmentCore
Chat Agents
CircleBlack
FP Alpha
Formstack Documents
GoTo Connect
Intulse
MetaMask
Meter
MoneyGuide
Monster VoIP
Morningstar Advisor Workstation
Moxo
Nitrogen
Polygon
Raklet
T-Max Phone Systems
Wealth.com
Zapier
Zoho Directory

Integrations

AppointmentCore
Chat Agents
CircleBlack
FP Alpha
Formstack Documents
GoTo Connect
Intulse
MetaMask
Meter
MoneyGuide
Monster VoIP
Morningstar Advisor Workstation
Moxo
Nitrogen
Polygon
Raklet
T-Max Phone Systems
Wealth.com
Zapier
Zoho Directory
Claim BusinessBuilders and update features and information
Claim BusinessBuilders and update features and information
Claim Redtail CRM and update features and information
Claim Redtail CRM and update features and information