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

Financial institutions wanting a complete Financial Service 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 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
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

NayaOne
United Kingdom
nayaone.com

Company Information

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

Alternatives

Omnia

Omnia

Fisa Group

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
Jocata GRID

Jocata GRID

Jocata Financial Advisory & Technology
Optimizer

Optimizer

Synertree CMS
Genesis Global

Genesis Global

Genesis Global Technology

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
Desktop.com
Documati
Formstack Documents
Go Integrator Cara
GoTo Connect
Levitate
Marsview Notes
Morningstar Advisor Workstation
Moxo
MyRepChat
PlaybookBuilder
Referral Factory
Riskalyze
Simplii
T-Max Phone Systems
Xinix

Integrations

AppointmentCore
Asset-Map
CallHarbor
Chat Agents
Desktop.com
Documati
Formstack Documents
Go Integrator Cara
GoTo Connect
Levitate
Marsview Notes
Morningstar Advisor Workstation
Moxo
MyRepChat
PlaybookBuilder
Referral Factory
Riskalyze
Simplii
T-Max Phone Systems
Xinix
Claim NayaOne and update features and information
Claim NayaOne and update features and information
Claim Redtail CRM and update features and information
Claim Redtail CRM and update features and information