| Product | |||
|---|---|---|---|
| Review & Ratings |
No reviews available |
No reviews available |
|
| Description |
Redtail CRM is a specialized customer relationship management tool designed specifically for financial advisors. It excels in managing client data, streamlining workflow, and enhancing client communication. A standout feature is its comprehensive client record-keeping system, which includes detailed client profiles, account information, and document storage, ensuring all pertinent client data is e... Read more about Redtail CRM |
Claritysoft is a comprehensive software solution tailored for efficient customer relationship management (CRM). Its standout features include an intuitive user interface that simplifies data entry and retrieval, making it easy to manage contacts, leads, and sales opportunities. With Claritysoft, you can automate workflows, track customer interactions, and schedule follow-ups effortlessly. It offer... Read more about Claritysoft |
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| Free Trial |
30 Days
|
NA |
|
| Starting Price |
$39 Per Month |
$49 Per Month |
|
| Category Features | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, iPhone, Android, | Web-Based, iPhone, Android, | |
| Pricing Model | Per User | Per User | |
| Support | Email, Phone, Knowledge Base | Email, Phone, Chat, Knowledge Base | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
Large-Enterprise-Business
|
Self-Employed,
Small-Business,
Midsize-Business,
Large-Enterprise-Business
|
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