Average Ratings 2 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
audius:Finance integrates the broad advantages of Microsoft Dynamics 365 with the specialized needs of various financial service providers into a unified solution. This platform is suitable for asset managers, investment product developers, insurers, and real estate professionals, enabling them to customize their CRM systems with additional modules that suit their unique business models. It enhances the efficiency of recurring tasks such as customer meetings, legal inquiries, and reporting losses or damages. Our commitment to developing tailored software solutions ensures that we keep pace with the latest operational and legal standards. We provide the ideal add-ons for every function, allowing your system to remain adaptable, scalable, and current. You only pay for what you actively utilize, making audius:Finance a cost-effective solution designed to facilitate the specific operational needs of financial service providers. This way, businesses can focus on their core activities while relying on a robust support system tailored to their industry.
API Access
Has API
No
API Access
Has API
No
Integrations
AppointmentCore
Yes
Asset-Map
Yes
CallHarbor
Yes
Chat Agents
Yes
CircleBlack
Yes
Desktop.com
Yes
Documati
Yes
Hubly
Yes
Marsview Notes
Yes
Moneytree
Yes
Integrations
AppointmentCore
No
Asset-Map
No
CallHarbor
No
Chat Agents
No
CircleBlack
No
Desktop.com
No
Documati
No
Hubly
No
Marsview Notes
No
Moneytree
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)
No
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)
No
In Person
Yes
Vendor Details
Company Name
Redtail Technology
Founded
2003
Country
Sacramento, CA
Website
www.redtailtechnology.com
Vendor Details
Company Name
audius
Country
Germany
Website
www.audius.de/en/software/industry-solutions/audius-finance
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
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No
