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Description

CreditHQ offers valuable financial insights that empower your business to engage with the most reliable customers and suppliers, while also ensuring timely payments. By identifying companies whose financial health is declining, monitoring when suppliers delay payments, and recognizing emerging trends, you can take proactive steps to safeguard your business interests. Since 2008, CreditFocus has been assisting small businesses in the UK by providing credit scores and financial information that illuminate the risks involved in trading with other companies. In addition to this crucial data, tools for managing debt collection, such as the option to send solicitor letters for overdue payments, are also available. Navigating the challenges of business can be tough, with some sectors facing greater obstacles than others. To better understand these challenges, you can utilize this calculator to evaluate the survival probabilities of businesses across various industries, giving you insights into the competitive landscape you may encounter. Ultimately, being informed is key to making strategic decisions that can enhance the resilience and success of your business.

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 
CircleBlack No 
Desktop.com No 
Dialpad Sell No 
FP Alpha No 
Go Integrator Cara No 
Hubly No 
Marsview Notes No 
MoneyGuide No 
Moneytree No 
Monster VoIP No 
Morningstar Advisor Workstation No 
MyRepChat No 
Pulse No 
Raklet No 
RightCapital No 
Riskalyze No 
T-Max Phone Systems No 
Zapier No 
Zocks No 

Integrations

AppointmentCore Yes 
CircleBlack Yes 
Desktop.com Yes 
Dialpad Sell Yes 
FP Alpha Yes 
Go Integrator Cara Yes 
Hubly Yes 
Marsview Notes Yes 
MoneyGuide Yes 
Moneytree Yes 
Monster VoIP Yes 
Morningstar Advisor Workstation Yes 
MyRepChat Yes 
Pulse Yes 
Raklet Yes 
RightCapital Yes 
Riskalyze Yes 
T-Max Phone Systems Yes 
Zapier Yes 
Zocks 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 Yes 
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 Yes 

Types of Training

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

Vendor Details

Company Name

Ormsby Street

Founded

2014

Country

United Kingdom

Website

www.ormsbystreet.com

Vendor Details

Company Name

Redtail Technology

Founded

2003

Country

Sacramento, CA

Website

www.redtailtechnology.com

Product Features

Financial Services

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

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 

Alternatives

Alternatives

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