Redtail CRM 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.

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Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.
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HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.
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Paysley allows customers to send secure payments to you via text messaging, picture messaging and email. Customers can also access any custom payment page from their mobile devices by scanning a QR code that can be displayed anywhere. To make a payment, your customers don't need to download an application or register. Paysley is the easiest and most convenient way to make payments. No special devices or card readers are required. Cardholders can make payments using their mobile devices. There is no customer app download, account registration, password, or login. No redirect to a service provider's website. Paysley is a direct tokenized payment option. You don't need to ask for customer's card information ever again. Paysley is secure, and your business will be PCI compliant. Your Paysley Portal allows you to upload and manage customer information. Your customer database doesn't just contain contact information.
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Pricing

Pricing Starts At:
$99 per month
Free Trial:
Yes

Integrations

View Integrations

Reviews - 2 Verified Reviews

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Redtail Technology
Year Founded:
2003
Headquarters:
Sacramento, CA
Website:
www.redtailtechnology.com
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Media

Redtail CRM Screenshot 1
Redtail CRM Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support

Redtail CRM Features and Options

Financial CRM Software

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

CRM Software

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 Services Software

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

Redtail CRM User Reviews

Write a Review
  • Name: Katie T.
    Job Title: Account Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great CRM

    Date: Nov 16 2020

    Summary: Over all we love RedTail. It synchs with outlook, allows us to communicate as a team about our clients, has great workflows, time lines, and reminder options. Once it was integrated into our firm and everyone adjusted, everyone is very happy with it.

    Positive: Redtail is easy to use, easy to input people, and easy to manage. We love having a cloud based CRM that we can access from anywhere.

    Negative: Initial set up took a bit of time, and there is A LOT this product offers. While that is definitely a pro, it can be a con as it was a bit overwhelming for some of our long time employees.

    Read More...
  • Name: Olivia G.
    Job Title: Executive Assistant
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great company & great platform

    Date: Nov 13 2020

    Summary: This is one of the best platforms I've used, simply based on their customer service alone. The dog pictures certainly help too :) I would definitely recommend this to any financial planner looking for a way to track leads, clients, tasks, etc. Can also be utilized by accountants for other purposes.

    Positive: Phenomenal customer service. I LOVE that they will do a one-on-one training with you. The platform is designed well, and they are constantly adding new features. Although it is made for financial planners, it can be used for other functions (we also use it for accounting/tax purposes). The family & membership functionality is really helpful.

    Negative: The contacts are a little buggy sometimes, and I don't like that a missed additional space can render an email invalid or make a contact show up non-alpha order.

    Read More...
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