| 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 |
Efficy CRM is a comprehensive software solution designed to streamline customer relationship management for businesses of all sizes. With its user-friendly interface, Efficy CRM simplifies data management, allowing easy access to customer information, interactions, and sales processes. The software excels in contact management, helping teams organize and track their customer relationships efficien... Read more about Efficy CRM |
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| Free Trial |
30 Days
|
14 Days
|
|
| Starting Price |
$39 Per Month |
$25 Per Month |
|
| Category Features | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, iPhone, Android, | Web-Based, iPhone, Android, Windows, Mac, | |
| 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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