Redtail CRM

Redtail CRM

Redtail Technology
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About

Experian Partner Solutions empowers businesses to enhance customer engagement and drive growth through comprehensive financial wellness and identity protection offerings. Their suite includes credit monitoring, financial management tools, identity theft protection, and data breach resolution services, all designed to build trust and deepen customer relationships. With flexible deployment options—such as APIs, white-label solutions, and co-branded platforms—Experian ensures seamless integration into partners' existing systems. Leveraging Experian's extensive data resources and expertise, partners can deliver personalized experiences that foster customer loyalty and satisfaction. Additionally, Experian offers employee benefit solutions that promote financial well-being and security in the workplace. By collaborating with Experian, businesses can position themselves as trusted advisors, offering value-added services that meet the evolving needs of their customers.

About

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations looking to add value to their existing customer offering to drive engagement, retention, and revenue

Audience

Financial Advisors in need of an CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Experian
Founded: 1996
United States
www.experian.com/partner-solutions/

Company Information

Redtail Technology
Founded: 2003
Sacramento, CA
www.redtailtechnology.com

Alternatives

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.

Categories

Categories

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Asset-Map
Chat Agents
CircleBlack
Desktop.com
Documati
FP Alpha
Formstack Documents
Hubly
Intulse
Levitate
Marsview Notes
Moneytree
Morningstar Advisor Workstation
Moxo
Nitrogen
RightCapital
Simplii
Wealth.com
Zapier
Zocks

Integrations

Asset-Map
Chat Agents
CircleBlack
Desktop.com
Documati
FP Alpha
Formstack Documents
Hubly
Intulse
Levitate
Marsview Notes
Moneytree
Morningstar Advisor Workstation
Moxo
Nitrogen
RightCapital
Simplii
Wealth.com
Zapier
Zocks
Claim Experian Partner Solutions and update features and information
Claim Experian Partner Solutions and update features and information
Claim Redtail CRM and update features and information
Claim Redtail CRM and update features and information