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Average Ratings 2 Ratings

Total
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features
design
support

Description

BusinessBuilders is an innovative initiative focused on NFTs, aiming to create a self-sustaining ecosystem that allows NFTs to grow and appreciate in value. Participants can immerse themselves in a virtual empire using NFTs, managing the hiring and firing of employees, constructing cities and entire worlds, fostering valuable relationships, and simulating various business scenarios. The platform combines education, income opportunities, and entertainment, making it a multifaceted experience for users engaged in the world of BusinessBuilders.

Description

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AppointmentCore No 
Asset-Map No 
Axis LMS No 
Chat Agents No 
Chief No 
Dialpad Sell No 
Formstack Documents No 
Go Integrator Cara No 
Hubly No 
Meter Yes 
Monster VoIP No 
Morningstar Advisor Workstation No 
PlaybookBuilder No 
Pulse No 
Shift No 
T-Max Phone Systems No 
Wufoo No 
Zapier No 
Zocks No 
Zoho Directory No 

Integrations

AppointmentCore Yes 
Asset-Map Yes 
Axis LMS Yes 
Chat Agents Yes 
Chief Yes 
Dialpad Sell Yes 
Formstack Documents Yes 
Go Integrator Cara Yes 
Hubly Yes 
Meter No 
Monster VoIP Yes 
Morningstar Advisor Workstation Yes 
PlaybookBuilder Yes 
Pulse Yes 
Shift Yes 
T-Max Phone Systems Yes 
Wufoo Yes 
Zapier Yes 
Zocks Yes 
Zoho Directory Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$99 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BusinessBuilders

Website

businessbuilders.city

Vendor Details

Company Name

Redtail Technology

Founded

2003

Country

Sacramento, CA

Website

www.redtailtechnology.com

Product Features

NFT

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management No 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management Yes 
Customer Engagement Yes 
Performance Management No 
Risk Management No 

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