When it comes to CRMs that are trying to help your business, Pipedrive is one of them. Not only do they have various tutorials on how to use their software to its fullest potential, but they also…Show more
Redtail CRM is online software with detailed contact info (even spouse) and with support for call scripts, templates, notes, and integrations. The team options are also robust (every team is splittable into smaller units), which shows some attractive AGILE options. Leads are detailed, and native integration into MoneyGuidePro and Laser App can automatize some of the routine tasks. Unfortunately, Redtail CRM has no import functions, which makes the shift almost impossible (especially if you have any data). Technically, you can send your data via email, and they will import it for you, but that is not a practice you should support. This limitation makes this CRM good for smaller companies or freshly created ones.
Registrations are currently invite only.