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Average Ratings 2 Ratings

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ease
features
design
support

Description

Omnia serves as a versatile platform designed to drive the Digital Transformation of your enterprise. It fosters innovation, enhances revenue potential, streamlines expenses, and provides a contemporary multichannel and omnichannel experience for your customers, all while ensuring robust security measures. By unifying your existing legacy systems, products, external services, and institutions into a single interface, Omnia allows you to deliver a seamless and consistent experience to both internal and external stakeholders. You can swiftly deploy pre-designed business applications that are easily tailored to meet your current operational needs. With the ability to rapidly implement these applications, Omnia accelerates the growth of your business significantly. It also safeguards the value of your IT investments by accommodating any legacy system available in the market. Additionally, Omnia minimizes costs and reduces the risks associated with your digital transformation journey, enabling ongoing innovation of your products and services while offering scalable capabilities that grow with your business over time. This adaptability ensures that you stay competitive in an ever-evolving market landscape.

Description

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Asset-Map
CallHarbor
Chat Agents
Chief
CircleBlack
Dialpad Sell
FP Alpha
Formstack Documents
Go Integrator Cara
Hubly
Levitate
Marsview Notes
Moneytree
Monster VoIP
PlaybookBuilder
Raklet
Riskalyze
Wufoo
Zocks
Zoho Directory

Integrations

Asset-Map
CallHarbor
Chat Agents
Chief
CircleBlack
Dialpad Sell
FP Alpha
Formstack Documents
Go Integrator Cara
Hubly
Levitate
Marsview Notes
Moneytree
Monster VoIP
PlaybookBuilder
Raklet
Riskalyze
Wufoo
Zocks
Zoho Directory

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$99 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fisa Group

Website

www.fisagrp.com/en/omnia

Vendor Details

Company Name

Redtail Technology

Founded

2003

Country

Sacramento, CA

Website

www.redtailtechnology.com

Product Features

Financial Services

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

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

Alternatives

Alternatives

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