Cancel Redtail CRM Subscription
Published by Redtail Technology, Inc. on 2024-07-11Uncover the ways Redtail Technology, Inc. (the company) bills you and cancel your Redtail CRM subscription.
🚨 Guide to Canceling Redtail CRM 👇
Note before cancelling:
- The developer of Redtail CRM is Redtail Technology, Inc. and all inquiries go to them.
- Check the Terms of Services and/or Privacy policy of Redtail Technology, Inc. to know if they support self-serve subscription cancellation:
- Always cancel subscription 24 hours before it ends.
🌐 Cancel directly via Redtail CRM
- 🌍 Contact Redtail CRM Support
- Mail Redtail CRM requesting that they cancel your account:
- E-Mail: support@redtailtechnology.com
- Login to your Redtail CRM account.
- In the menu section, look for any of these: "Billing", "Subscription", "Payment", "Manage account", "Settings".
- Click the link, then follow the prompts to cancel your subscription.
End Redtail CRM subscription on iPhone/iPad:
- Goto Settings » ~Your name~ » "Subscriptions".
- Click Redtail CRM (subscription) » Cancel
Cancel subscription on Android:
- Goto Google PlayStore » Menu » "Subscriptions"
- Click on Redtail CRM
- Click "Cancel Subscription".
💳 Cancel Redtail CRM on Paypal:
- Goto Paypal.com .
- Click "Settings" » "Payments" » "Manage Automatic Payments" (in Automatic Payments dashboard).
- You'll see a list of merchants you've subscribed to.
- Click on "Redtail CRM" or "Redtail Technology, Inc." to cancel.
Subscription Costs (Saved) 💰
Redtail CRM app is free-to-use for subscribers. The app is available for download on both iOS and Android devices. To access the full features of Redtail CRM, users must subscribe to one of the following tiers:
- Essential: $99/month for up to 3 users, $29/month for each additional user. Includes basic CRM features such as contact management, calendar, and task management.
- Professional: $199/month for up to 3 users, $49/month for each additional user. Includes advanced CRM features such as opportunity tracking, email marketing, and custom reporting.
- Enterprise: Custom pricing based on specific needs. Includes all features of the Professional tier, plus additional customization options and dedicated support.
Have a Problem with Redtail CRM? Report Issue
About Redtail CRM?
1. Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry.
2. Add or edit activities, phone numbers, email addresses, physical addresses, social media addresses and/or website addresses for your contacts.
3. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona, and Georgia.
4. Redtail CRM’s companion app aims to provide you with many of the tools from the CRM you access from desktop or laptop, in order that your ability to service your clients effectively remains consistent, no matter the device you are currently using or where you find yourself.
5. Quickly access your contacts’ activities, notes, accounts, contact card and details, important information, keywords and tag groups.
