Average Ratings 2 Ratings
Average Ratings 5 Ratings
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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.
Description
Techysquad is a company that focuses on providing innovative fintech and technology solutions, particularly in areas like Forex CRM, Prop Trading CRM, and brokerage technology, along with web development, SEO, and AI visibility enhancements. Our primary CRM platform is designed to assist forex brokers and prop firms in overseeing the entire client journey, which encompasses lead management, onboarding of traders, KYC verification, and integration with MT4/MT5/cTrader/TradeLocker/Ark Trader, as well as managing IB/affiliate relationships, reporting, and ensuring client retention.
In addition, we deliver tailored Prop Trading CRM solutions that facilitate the management of funded trader initiatives, tracking challenges, handling payouts, and analyzing trader performance metrics. Our extensive range of services also features PAMM and trade copier solutions to meet diverse trading needs.
Furthermore, Techysquad excels in providing bespoke web development, automation solutions, and API integrations, along with digital growth services that incorporate SEO, AEO, GEO, and backlink strategies aimed at enhancing online visibility across various search engines and AI platforms.
Our distinct advantages include round-the-clock customer support, rapid deployment, a scalable infrastructure tailored to evolving needs, and adaptable customization options that do not incur additional fees. By leveraging these strengths, Techysquad ensures that clients receive comprehensive and efficient solutions to meet their business objectives.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Ark Trader
No
Asset-Map
Yes
CallHarbor
Yes
Chat Agents
Yes
Chief
Yes
CircleBlack
Yes
Desktop.com
Yes
Dialpad Sell
Yes
FP Alpha
Yes
Levitate
Yes
Integrations
Ark Trader
Yes
Asset-Map
No
CallHarbor
No
Chat Agents
No
Chief
No
CircleBlack
No
Desktop.com
No
Dialpad Sell
No
FP Alpha
No
Levitate
No
Pricing Details
$99 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Redtail Technology
Founded
2003
Country
Sacramento, CA
Website
www.redtailtechnology.com
Vendor Details
Company Name
Techysquad
Founded
2013
Website
techysquad.com
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
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
