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Redtail CRM

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Software Status:Active

About Redtail CRM

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Redtail CRM Details

Vendor
Orion
Year Launched
2003
Location
17605 Wright Street Omaha, NE 68130
Deployment
cloud, ios, android
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English
Users
Administrative, Finance & Accounting, Engineering, Entrepreneurs/Owners, Marketing
Industries Served
Healthcare, Education, Finance, Retail, Technology, Nonprofit
Tags
Content Management, CRM, Financial CRM, Insurance CRM, Sales Tracking

Redtail CRM's In-App Market Place

Does Redtail CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), MXN (Mex$)

Pros & Cons

  • • Comprehensive Features: Offers a wide range of tools tailored for financial professionals.
  • • User-Friendly Interface: Designed to streamline operations and enhance client relationships.
  • • Extensive Integrations: Seamlessly connects with various industry tools.
  • • Robust Support and Training: Provides ample resources to ensure users maximize the CRM's potential.
  • 1. Steeper learning curve for customization and advanced features
  • 2. Limited integration options with other third-party tools and platforms
  • 3. High pricing for premium features and larger events
  • 4. Occasional glitches and bugs in the software that can disrupt event scheduling and registration processes
  • 5. Limited customer support availability and response times"

Redtail CRM's Support Options

Redtail CRM's Alternatives