Redtail CRM Pricing & Demo

Redtail CRM compared with [175 CRM] across [111 criteria] Redtail CRM software is much simpler. Without adequate robust features, it comes in as a very simple contact manager and calendar. It is cost-effective, easy to use and tailored for financial professionals. Redtail software Calendar permits the user to easily stay on top of the schedules of everyone in the office.

Redtail software is offered as a subscription service and, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost. Redtailk workflows are their USP as it integrates APIs and automate regular tasks to avoid wastage of time which can be more effectively used in some other important tasks.

Redtail Pricing:

Redtail pricing is unique and comes with many benefits. Redtail pricing offers one subscription plan with all the features and it is as per the database basis instead of user basis. Redtail pricing plan includes subscription for 15 users.

Redtail pricing: $ 99 per month per database for 15 users

• No limit of leads, contacts, reminders, and tasks
• Complimentary database conversions
• Broadcast emails
• Mobile app support - Free
• Custom exporting of data
• Backup and disaster recovery
• Document management
• Workflow processes
• Categorize and tag client records
• Customised and detailed reports
• Free technical support

Once the Redtail subscription is activated, the company provides complimentary imports of database which is a pain point for every company. Redtail provides this service to most of the solutions providers across the globe.

Redtail Demo:

Redtail demo is illustrated as video on its website. The user can view demo at any point of time. Redtail demo quickly runs through the capabilities of CRM and how it can streamline the business processes in order to strengthen customer relationships.

Redtail Features:

• Seminars: The users can make strategy and handle seminars from within CRM software. Seminars are a wonderful way to prospect, as well as to provide top-notch customer experience. It can be used as a tracking tool for call campaigns, email campaigns, etc.
• Opportunities: This software tracks all the opportunities and helps to stay on course and keeps all of the open opportunities in front of the user.
• Reporting: This CRM software is a fabulous software for recording of all client data. It also offers each thing we need to report on that data that trace in useful ways, from our extensive number of standard reports and exports to custom exports.