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Average Ratings 2 Ratings

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features
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support
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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Wufoo
Asset-Map
CallHarbor
CircleBlack
Desktop.com
Documati
Go Integrator Cara
GoTo Connect
Marsview Notes
Moneytree
Monster VoIP
Morningstar Advisor Workstation
MyRepChat
PlaybookBuilder
Pulse
Referral Factory
RightCapital
Xinix
Zocks
finleap connect

Integrations

Wufoo
Asset-Map
CallHarbor
CircleBlack
Desktop.com
Documati
Go Integrator Cara
GoTo Connect
Marsview Notes
Moneytree
Monster VoIP
Morningstar Advisor Workstation
MyRepChat
PlaybookBuilder
Pulse
Referral Factory
RightCapital
Xinix
Zocks
finleap connect

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

BSI Business Systems Integration AG

Founded

1996

Country

Switzerland

Website

www.bsi-software.com

Vendor Details

Company Name

Redtail Technology

Founded

2003

Country

Sacramento, CA

Website

www.redtailtechnology.com

Product Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

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

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

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Product Features

CRM

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

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

Financial Services

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

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