| Product | |||
|---|---|---|---|
| Review & Ratings |
No reviews available |
No reviews available |
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| 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 |
Close is a dynamic sales engagement CRM designed for small to medium-sized businesses, particularly those with a focus on inside sales. Its core strength lies in its ability to streamline the sales process, providing tools for email, calling, and SMS directly within the platform. This integration enables sales teams to communicate with prospects without leaving the CRM, significantly increasing ef... Read more about Close |
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| Free Trial |
30 Days
|
14 Days
|
|
| 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, | |
| Pricing Model | Per User | Contact Vendor | |
| Support | Email, Phone, Knowledge Base | Email, Phone, Chat, Knowledge Base | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
Large-Enterprise-Business
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Self-Employed,
Small-Business,
Midsize-Business,
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