Redtail CRMRedtail Technology
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
NFT enthusiasts
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Audience
Financial Advisors in need of an CRM solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$99 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBusinessBuilders
businessbuilders.city
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Company InformationRedtail Technology
Founded: 2003
Sacramento, CA
www.redtailtechnology.com
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Categories |
Categories |
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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
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Integrations
AppointmentCore
Chat Agents
CircleBlack
FP Alpha
Formstack Documents
GoTo Connect
Intulse
MetaMask
Meter
MoneyGuide
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Integrations
AppointmentCore
Chat Agents
CircleBlack
FP Alpha
Formstack Documents
GoTo Connect
Intulse
MetaMask
Meter
MoneyGuide
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