Plans and Pricing
Compare pricing of Redtail CRM vs Compare with the following detailed pricing plan info. Redtail CRM comes in 2 packages: Foundation, Strength. On the other hand, Compare has not provided information about its pricing.
Screenshot
Take a look at the below screenshots and seamlessly compare the user interface of Redtail CRM and Salentica for better insights.
Features
Compare between Redtail CRM and Salentica on their key features and functionalities to pick the right one for your business.
- Contact and household management with relationship linking (spouse, dependent, trustee, business partner)
- Sales pipeline and opportunity tracking
- Automated workflows for onboarding, client communications, and reviews
- Redtail Speak compliant, archived text messaging
- Redtail Imaging document management with 200GB storage on Growth plan
- Email and calendar sync with Office 365 and Google Calendar
- Secure mobile app for iOS and Android
- 100+ third-party integrations including Orion, Schwab, and eMoney
- Customizable contact segmentation and detailed reporting
- Client 360 degree view with communication timelines and relationship insights
- No code workflow builder with repeatable templates
- Support for financial account hierarchies and householding structures
- Real time integration with custodian data feeds
- Enterprise grade security with encrypted data access and audit trails
- Compliance support for KYC and record keeping requirements
- Available on both Salesforce (Elements, Edge) and Microsoft Dynamics 365 (Engage) platforms
- Automated reporting and opportunity tracking
Additional Details
| Details | Redtail CRM | Salentica |
|---|---|---|
| Languages | english | english |
| Country | United States | Canada |
| API Available | ✔ | ✖ |
| Run On Mobile Browser | ✔ | ✔ |
| Free Plan | ✖ | ✖ |
| Customization | ✔ | ✔ |
| Support | Email, Phone, Live Support, Training, Tickets | Email, Phone, Training, Tickets |
| Target Audience | freelancers, smes, enterprises | smes, enterprises |
| Platforms | web app | web app |
| Subscription Plans | Monthly | Monthly |
| Deployment | cloud based | cloud based |