| 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 |
LeadSquared CRM is a versatile software designed to streamline sales and marketing activities, particularly for high-velocity sales processes. It's user-friendly and focuses on automating key tasks to increase efficiency. The software excels in lead capture, tracking interactions, and nurturing leads through the sales funnel. With LeadSquared, businesses can easily manage customer data and follow-... Read more about LeadSquared CRM |
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| Free Trial |
30 Days
|
NA |
|
| Starting Price |
$39 Per Month |
$2500 Per Month |
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| Category Features | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, iPhone, Android, | Web-Based, iPhone, Android, | |
| Pricing Model | Per User | Flat Rate | |
| Support | Email, Phone, Knowledge Base | 24x7 Support, Email, Phone, Chat, Knowledge Base | |
| Target Company Size |
Self-Employed,
Small-Business,
Midsize-Business,
Large-Enterprise-Business
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Small-Business,
Midsize-Business,
Large-Enterprise-Business
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