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 Satuit for better insights.
Features
Compare between Redtail CRM and Satuit 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
- Investor and client relationship management (CRM) built for buy-side firms
- SatuitSIP secure investor portal with 24/7 branded access to documents and data
- Deal, pipeline and opportunity tracking
- Compliance tools including audit trails and regulatory reporting
- Automated client reporting
- Document management and delivery
- Email and calendar activity capture
- Cloud or on-premise deployment options
- Third-party integrations including DocuSign, Mailchimp and Zapier
Additional Details
| Details | Redtail CRM | Satuit |
|---|---|---|
| Languages | english | english |
| Country | United States | United States |
| 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, on premises |