Redtail Speak pricing, reviews and more.
We know that you’re looking for ways to solidify your client relationships through more effective engagement and by providing a higher level of service. Redtail’s solution, Speak, offers a compliant way for you to text message your clients and collaborate with your staff in real-time.
What is Redtail Speak?
Web-based Client Relationship Management software (CRM), integrates widely and deeply with other popular tools for the Financial Advisor.
What tech stack does Redtail Speak use?
WordPress
MySQL
PHP
Ubuntu
Bootstrap
Yoast SEO
Apache
Google Font API
Choices
reCAPTCHA
jQuery Migrate
jQuery
Google Tag Manager
Google Analytics
Babel
Redtail Speak pricing plans
Speak
$79.00
1 Database Month- Unlimited messaging Embedded within your CRM Communicate with clients via text and with staff via chat Client communication is tied to their contact record Secure, encrypted and compliant—subject to your BD’s approval Everything sent through Speak is automatically archived, and everything is searchable Institution-level searching is also available. Send and receive attachments, which are viewable inline. Integrated with Riskalyze (Risk Numbers)
$8.00
1 Account Month- Complimentary importing 100% email retention Redtail CRM integration No storage limits Meets and exceeds SEC/FINRA regulations POP3 or IMAP accounts MAPI accounts Webmail client Anti-virus and spam protection Free support
Imaging
$49.00
10 Gigabytes Month- 10 GB Storage $4 per month per additional GB Hardware and software overview Easy image access Image retention policy Audit trails Offsite archives Backup Security Free support
Redtail CRM
$99.00
1 Database Month- Unlimited leads, contacts, reminders, and tasks Complimentary database conversions Broadcast emails Free Mobile app Custom exporting Access anywhere, anytime Backup and disaster recovery Document management Workflow processes Categorize and tag client records Detailed reports Seminar management Free support