A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features.
$99/database/mo
| Founded | 2003 |
| Headquarters | Sacramento, CA |
Looking for something different? Here are the top alternatives to Redtail:
An open-source CRM module within the Odoo ERP suite offering lead management, pipeline tracking, and seamless integration with other business…
An enterprise CRM platform by Infor that provides deep industry-specific functionality and robust customer management.
A sales execution and marketing automation CRM platform designed for high-velocity sales teams in emerging markets.
An Australian-built CRM designed for small to medium businesses with strong quoting, invoicing, and accounting integrations.
A lightweight CRM module within the Hubstaff productivity suite that helps small teams track deals alongside time tracking and project…
A CRM platform built specifically for financial advisors with deep workflow capabilities and practice management features.
A user-friendly CRM and email marketing platform designed to help B2B sales teams win more deals.
A sales-focused CRM designed by salespeople, featuring visual deal pipelines and activity-based selling methodology.
