Redtail CRM

Redtail CRM

Redtail Technology
+
+

Related Products

  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Predict360
    17 Ratings
    Visit Website
  • Plaid
    90 Ratings
    Visit Website
  • Artintech ERP
    15 Ratings
    Visit Website
  • Vivantio
    501 Ratings
    Visit Website
  • ArboStar
    332 Ratings
    Visit Website
  • FMIS Asset Management
    27 Ratings
    Visit Website
  • Logix
    2 Ratings
    Visit Website
  • Planfix
    56 Ratings
    Visit Website
  • Stripe
    3,568 Ratings
    Visit Website

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

Medium-sized companies that need modern financing platform to manage financing efficiently

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

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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

FinCompare
Founded: 2016
Germany
fincompare.de/

Company Information

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

Alternatives

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
Optimizer

Optimizer

Synertree CMS
Epicor Financials

Epicor Financials

Epicor Software

Categories

Categories

Financial Services Features

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

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

Integrations

AppointmentCore
Asset-Map
CallHarbor
Chat Agents
CircleBlack
Desktop.com
Dialpad Ai Sales
Documati
GoTo Connect
Intulse
Marsview Notes
MoneyGuidePro
Moneytree
Morningstar Advisor Workstation
PlaybookBuilder
Referral Factory
RightCapital
Simplii
Zapier
Zocks

Integrations

AppointmentCore
Asset-Map
CallHarbor
Chat Agents
CircleBlack
Desktop.com
Dialpad Ai Sales
Documati
GoTo Connect
Intulse
Marsview Notes
MoneyGuidePro
Moneytree
Morningstar Advisor Workstation
PlaybookBuilder
Referral Factory
RightCapital
Simplii
Zapier
Zocks
Claim FinCompare and update features and information
Claim FinCompare and update features and information
Claim Redtail CRM and update features and information
Claim Redtail CRM and update features and information