Records
Users
Granular Access
Save 20% with annual plans
US$100
per user / month
When you need a complete lead management (CRM) solution
Records | Unlimited |
Users | Multi User |
View analytics and insights |
Track phone calls | |
Track website forms submissions | |
Track leads from public calendar | |
Track leads from emails (Email Redirect) | |
Push leads via Zapier integration | |
CSV file import | |
Track leads by campaign channels, sources, and medium |
Local virtual phone number | $5 / month |
Toll-free virtual phone number | $10 / month |
Local minutes | $0.0425 / minute |
Toll-free minutes | $0.088 / minute |
Call recording |
Friendly public calendar at Bookmytime.ai | |
Create unlimited appointments | |
Google, Office 365, and Outlook calendars Integration | Unlimited |
Embed calendar in your website | |
Redtail CRM calendar Integration | |
Customize your public calendar link | |
Customizable appointment confirmation | |
Customizable email reminders | |
Customizable SMS reminders |
Duplicates leads management | |
Email verification | $0.025 / email |
Phone look-up (carrier, caller name, phone type) | $0.045 / lookup |
Call transcription (conversation intelligence) | $0.14 / minute |
Custom lead stages and pipeline | |
Custom fields (User defined fields) | |
Custom workflow automation | |
Task management | |
Task reminders | |
Email notifications | |
Assign lead owners | |
Advanced lead filtering |
Email templates | |
SMS templates | |
Dynamic personalization | |
Incoming / Outgoing SMS & MMS | $0.03 / SMS |
Two-way email sync | |
Automated email and SMS workflows | |
Email reply tracking | |
Email open and click tracking |
Reporting dashboard | |
Track lead by source, stage, and medium | |
Pipeline Analytics | |
Linear and pie charts | |
Assign lead owners | |
Daily, weekly, and monthly leads report by email | |
Custom reports | - |
Zapier, access over 5000 app integrations | |
Redtail CRM | |
Email Sync with Gmail, Microsoft Office 365, Outlook and Exchange | |
Calendar Sync with Google, Microsoft Office 365, Outlook and Exchange | |
Calendar Sync with Redtail Calendar | |
WordPress Contact form 7 plugin | |
WordPress Gravity forms plugin | |
WordPress WPForms plugin | |
WordPress Formidable forms plugin | |
WordPress Ninja forms plugin | |
WordPress Typeform plugin | |
WordPress Jetpack contact form plugin | |
WordPress Jotform plugin | |
Premium Integration: (Salesforce, etc.) | $500 one time fee |
Website builder | $25 / month |
Website themes | |
Landing page builder | |
Forms builder |
Help center access | |
Email support | |
Phone support | |
Priority enterprise support | - |
Dedicated account manager | - |
Tailored onboarding | - |
Data migration support | - |
Technical consulting | - |
Product training | - |
Enterprise implementation program | - |
Assistance in building website, landing pages, and forms | - |
Customize without limits and access unrivaled support
Records | Unlimited |
Users | Multi User |
View analytics and insights |
Track phone calls | |
Track website forms submissions | |
Track leads from public calendar | |
Track leads from emails (Email Redirect) | |
Push leads via Zapier integration | |
CSV file import | |
Track leads by campaign channels, sources, and medium |
Local virtual phone number | $5 / month |
Toll-free virtual phone number | $10 / month |
Local minutes | $0.0425 / minute |
Toll-free minutes | $0.088 / minute |
Call recording |
Friendly public calendar at Bookmytime.ai | |
Create unlimited appointments | |
Google, Office 365, and Outlook calendars Integration | Unlimited |
Embed calendar in your website | |
Redtail CRM calendar Integration | |
Customize your public calendar link | |
Customizable appointment confirmation | |
Customizable email reminders | |
Customizable SMS reminders |
Duplicates leads management | |
Email verification | $0.025 / email |
Phone look-up (carrier, caller name, phone type) | $0.045 / lookup |
Call transcription (conversation intelligence) | $0.14 / minute |
Custom lead stages and pipeline | |
Custom fields (User defined fields) | |
Custom workflow automation | |
Task management | |
Task reminders | |
Email notifications | |
Assign lead owners | |
Advanced lead filtering |
Email templates | |
SMS templates | |
Dynamic personalization | |
Incoming / Outgoing SMS & MMS | $0.03 / SMS |
Two-way email sync | |
Automated email and SMS workflows | |
Email reply tracking | |
Email open and click tracking |
Reporting dashboard | |
Track lead by source, stage, and medium | |
Pipeline Analytics | |
Linear and pie charts | |
Assign lead owners | |
Daily, weekly, and monthly leads report by email | |
Custom reports |
Zapier, access over 5000 app integrations | |
Redtail CRM | |
Email Sync with Gmail, Microsoft Office 365, Outlook and Exchange | |
Calendar Sync with Google, Microsoft Office 365, Outlook and Exchange | |
Calendar Sync with Redtail Calendar | |
WordPress Contact form 7 plugin | |
WordPress Gravity forms plugin | |
WordPress WPForms plugin | |
WordPress Formidable forms plugin | |
WordPress Ninja forms plugin | |
WordPress Typeform plugin | |
WordPress Jetpack contact form plugin | |
WordPress Jotform plugin | |
Premium Integration: (Salesforce, etc.) | $500 one time fee |
Website builder | |
Website themes | |
Landing page builder | |
Forms builder |
Help center access | |
Email support | |
Phone support | |
Priority enterprise support | |
Dedicated account manager |
Tailored onboarding | |
Data migration support | |
Technical consulting | |
Product training | |
Enterprise implementation program | |
Assistance in building website, landing pages, and forms |
Find the subscription that makes the most sense for your business
US$80
per user / month
When you need a complete lead management (CRM) solution
Records | Unlimited |
Users | Multi User |
View analytics and insights |
Track phone calls | |
Track website forms submissions | |
Track leads from public calendar | |
Track leads from emails (Email Redirect) | |
Push leads via Zapier integration | |
CSV file import | |
Track leads by campaign channels, sources, and medium |
Local virtual phone number | $5 / month |
Toll-free virtual phone number | $10 / month |
Local minutes | $0.0425 / minute |
Toll-free minutes | $0.088 / minute |
Call recording |
Friendly public calendar at Bookmytime.ai | |
Create unlimited appointments | |
Google, Office 365, and Outlook calendars Integration | Unlimited |
Embed calendar in your website | |
Redtail CRM calendar Integration | |
Customize your public calendar link | |
Customizable appointment confirmation | |
Customizable email reminders | |
Customizable SMS reminders |
Duplicates leads management | |
Email verification | $0.025 / email |
Phone look-up (carrier, caller name, phone type) | $0.045 / lookup |
Call transcription (conversation intelligence) | $0.14 / minute |
Custom lead stages and pipeline | |
Custom fields (User defined fields) | |
Custom workflow automation | |
Task management | |
Task reminders | |
Email notifications | |
Assign lead owners | |
Advanced lead filtering |
Email templates | |
SMS templates | |
Dynamic personalization | |
Incoming / Outgoing SMS & MMS | $0.03 / SMS |
Two-way email sync | |
Automated email and SMS workflows | |
Email reply tracking | |
Email open and click tracking |
Reporting dashboard | |
Track lead by source, stage, and medium | |
Pipeline Analytics | |
Linear and pie charts | |
Assign lead owners | |
Daily, weekly, and monthly leads report by email | |
Custom reports | - |
Zapier, access over 5000 app integrations | |
Redtail CRM | |
Email Sync with Gmail, Microsoft Office 365, Outlook and Exchange | |
Calendar Sync with Google, Microsoft Office 365, Outlook and Exchange | |
Calendar Sync with Redtail Calendar | |
WordPress Contact form 7 plugin | |
WordPress Gravity forms plugin | |
WordPress WPForms plugin | |
WordPress Formidable forms plugin | |
WordPress Ninja forms plugin | |
WordPress Typeform plugin | |
WordPress Jetpack contact form plugin | |
WordPress Jotform plugin | |
Premium Integration: (Salesforce, etc.) | $500 one time fee |
Website builder | $25 / month |
Website themes | |
Landing page builder | |
Forms builder |
Help center access | |
Email support | |
Phone support | |
Priority enterprise support | - |
Dedicated account manager | - |
Tailored onboarding | - |
Data migration support | - |
Technical consulting | - |
Product training | - |
Enterprise implementation program | - |
Assistance in building website, landing pages, and forms | - |
Customize without limits and access unrivaled support
Records | Unlimited |
Users | Multi User |
View analytics and insights |
Track phone calls | |
Track website forms submissions | |
Track leads from public calendar | |
Track leads from emails (Email Redirect) | |
Push leads via Zapier integration | |
CSV file import | |
Track leads by campaign channels, sources, and medium |
Local virtual phone number | $5 / month |
Toll-free virtual phone number | $10 / month |
Local minutes | $0.0425 / minute |
Toll-free minutes | $0.088 / minute |
Call recording |
Friendly public calendar at Bookmytime.ai | |
Create unlimited appointments | |
Google, Office 365, and Outlook calendars Integration | Unlimited |
Embed calendar in your website | |
Redtail CRM calendar Integration | |
Customize your public calendar link | |
Customizable appointment confirmation | |
Customizable email reminders | |
Customizable SMS reminders |
Duplicates leads management | |
Email verification | $0.025 / email |
Phone look-up (carrier, caller name, phone type) | $0.045 / lookup |
Call transcription (conversation intelligence) | $0.14 / minute |
Custom lead stages and pipeline | |
Custom fields (User defined fields) | |
Custom workflow automation | |
Task management | |
Task reminders | |
Email notifications | |
Assign lead owners | |
Advanced lead filtering |
Email templates | |
SMS templates | |
Dynamic personalization | |
Incoming / Outgoing SMS & MMS | $0.03 / SMS |
Two-way email sync | |
Automated email and SMS workflows | |
Email reply tracking | |
Email open and click tracking |
Reporting dashboard | |
Track lead by source, stage, and medium | |
Pipeline Analytics | |
Linear and pie charts | |
Assign lead owners | |
Daily, weekly, and monthly leads report by email | |
Custom reports |
Zapier, access over 5000 app integrations | |
Redtail CRM | |
Email Sync with Gmail, Microsoft Office 365, Outlook and Exchange | |
Calendar Sync with Google, Microsoft Office 365, Outlook and Exchange | |
Calendar Sync with Redtail Calendar | |
WordPress Contact form 7 plugin | |
WordPress Gravity forms plugin | |
WordPress WPForms plugin | |
WordPress Formidable forms plugin | |
WordPress Ninja forms plugin | |
WordPress Typeform plugin | |
WordPress Jetpack contact form plugin | |
WordPress Jotform plugin | |
Premium Integration: (Salesforce, etc.) | $500 one time fee |
Website builder | |
Website themes | |
Landing page builder | |
Forms builder |
Help center access | |
Email support | |
Phone support | |
Priority enterprise support | |
Dedicated account manager |
Tailored onboarding | |
Data migration support | |
Technical consulting | |
Product training | |
Enterprise implementation program | |
Assistance in building website, landing pages, and forms |
Find the subscription that makes the most sense for your business
The support provided varies depending on the plan you choose:
Regardless of the plan, we are committed to providing the best possible customer support experience. Our team is always available to assist you with any questions or concerns you may have.