Redtail CRM

Redtail CRM

Redtail Technology
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About

Whichever finance service you provide, Difitek is the technology framework for you. Support from KYC and AML, moving funds, recording and reporting positions, to repayments, liquidity functions, and secondary markets. Digital offers a robust API-first platform suited for Fintech applications of any scale. Choose from Turnkey Solutions or the full suite of technical functions you need. Serverless Architecture with Bank Grade Security. You get a modern and bank-grade secure solution that is easy to use and manage, at 1/100th of traditional banking IT costs. We automate and streamline processes, substantially lowering the cost of operations and opening up radically new opportunities to build financial services. Difitek's serverless architecture is the cutting edge adoption of modern cloud computing. The Difitek API layer seamlessly interfaces with the client layer and the third-party API layer with functions being executed asynchronously between them.

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

Companies seeking an API fintech engine to build and run any digital finance service

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

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

Difitek
www.difitek.com

Company Information

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

Alternatives

Alternatives

Natech

Natech

Natech Banking Solutions
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

CallHarbor
Chat Agents
Chief
CircleBlack
Desktop.com
Dialpad Sell
Documati
Formstack Documents
GoTo Connect
Hubly
Marsview Notes
Moneytree
Monster VoIP
MyRepChat
Raklet
RightCapital
Riskalyze
Shift
Wealth.com
Wufoo

Integrations

CallHarbor
Chat Agents
Chief
CircleBlack
Desktop.com
Dialpad Sell
Documati
Formstack Documents
GoTo Connect
Hubly
Marsview Notes
Moneytree
Monster VoIP
MyRepChat
Raklet
RightCapital
Riskalyze
Shift
Wealth.com
Wufoo
Claim Difitek and update features and information
Claim Difitek and update features and information
Claim Redtail CRM and update features and information
Claim Redtail CRM and update features and information