Redtail CRM Review: Features, Pricing, Pros and Cons

Redtail CRM fast factsStarting price: $39 per user per monthKey features:Workflow managementReporting and analyticsCalendar syncing and integrationsSeminar and call campaignsMobile app

Redtail CRM is a cloud-based customer relationship management tool from Redtail Technology. Redtail CRM supports two-way sync for contacts and activities between Redtail and Microsoft Office 365 (web-based), hosted Microsoft Exchange Online, and Google. With features tailored for financial se...