| 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 |
Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to tailo... Read more about Zoho CRM |
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| Free Trial |
30 Days
|
15 Days
|
|
| Starting Price |
$39 Per Month |
$9.08 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 | 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
|
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