Overview

Agile CRM is a fully comprehensive platform that provides a wealth of sales, marketing, and customer service features. It can also help manage your day-to-day operations with contact management, workflow automation, and 360-degree customer profiles. It's more affordable than most CRM systems and offers a free subscription for up to ten users.
In the financial services business, Redtail Technology is a major provider of web-based CRM, compatible text messaging solutions (Redtail Speak), paperless offices, and email archiving solutions. The company is dedicated to assisting consultants in effectively growing their businesses by providing them with the basic technologies that power their day-to-day operations, delivering low-cost and simple-to-implement apps, and integrating with many of the industry's most extensively used apps.

Ease of use

To launch Agile CRM, all you need is a web browser. Once you connect your email, the platform becomes fully operational. Agile offers an abundance of automation features for customer service, sales, and marketing. Easy integration with telephony, social media, and email allows you to interact with customers from a single platform. Real-time alerts let you keep you on task and ensure you never miss a step in the sales process. As for analytics, Agile gives you many reporting options, such as sales KPIs and marketing ROI.
For the most part, the software is quite user-friendly, but there will be a learning curve to get the most out of all the functions. It's not completely obvious, but they offer really decent assistance and a lot of information on their website to assist you with any navigation or feature concerns. There's also Redtail University, which covers the country and provides in-depth support to those willing to pay the $425 per person entrance fee to each event. Of course, this is a major additional expense on top of the software to consider.

Support

Agile offers support via email, chat, knowledge base, and user forum. Phone support is available during regular business hours, Monday-Friday. Email support operates 24/5 and tends to be responsive. As for training, it is available in the form of webinars, workshops, video tutorials, and articles.
Redtail CRM provides excellent customer service. They have an 800-number clearly displayed at the top of their website, as well as a direct support email address. A phone call to that number brought a live person on the line with little wait time, and the person was quite helpful in answering my question. If you're looking for answers online, you may visit the Redtail Helpdesk, which has a variety of information on how to use their program as well as solutions to some common issues.

Who is it for?

Agile is a user-friendly and comprehensive CRM system that can boost your sales and improve business efficiency. The vendor is relatively new; as such, the developers have cherry-picked a lot of their competitors' best features while avoiding their mistakes. It is a good CRM for those who have tried and failed with other CRM vendors. Given Agile's free version of the software (for up to 10 users!), even the smallest businesses can use Agile to improve sales and daily operations. Medium-sized companies will probably require a paid version; however, plans are affordable, and Agile offers discounts on two-year contracts.
Redtail CRM is one of Redtail Technology's several products. It's a web-based platform geared directly at financial professionals, and it looks to be suitable for small sales operations, whether direct to consumer or B2B. (business to business).

Ease of Use

4.1
4

Support

4
4.1

API Access

yes
no

Free Trial

yes
yes

Free Version

yes
no

Contact Management

yes
yes

Molile Access

yes
no

Task Management

yes
yes

Social Integration

yes
no

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
no

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison