| 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 |
monday.com is a versatile work operating system designed to streamline collaboration and project management. Its colorful and intuitive interface simplifies complex workflows, offering customizable boards to fit various team needs. From task tracking to project timelines, monday.com adapts to your unique processes. Team members can easily communicate, share files, and update progress in real-time,... Read more about monday.com |
|
| Free Trial |
30 Days
|
Available |
|
| Starting Price |
$39 Per Month |
$9 Per Month |
|
| Category Features | |||
| Other Information | |||
| Deployment | Cloud Hosted | Cloud Hosted | |
| Devices Supported | Web-Based, iPhone, Android, | Web-Based, iPhone, Android, Mac, | |
| Pricing Model | Per User | Per User | |
| Support | Email, Phone, Knowledge Base | 24x7 Support, 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
|
|
