How to Cancel Redtail CRM
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 👇
A few things to note and do before cancelling:
- The developer of Redtail CRM is Redtail Technology, Inc. and all inquiries must 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:
- Cancelling a subscription during a free trial may result in losing a free trial account.
- You must always cancel a subscription at least 24 hours before the trial period ends.
Subscription Costs (USD) 💰
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.
How to Cancel Redtail CRM Subscription on iPhone or iPad:
- Open Settings » ~Your name~ » and click "Subscriptions".
- Click the Redtail CRM (subscription) you want to review.
- Click Cancel.
How to Cancel Redtail CRM Subscription on Android Device:
- Open your Google Play Store app.
- Click on Menu » "Subscriptions".
- Tap on Redtail CRM (subscription you wish to cancel)
- Click "Cancel Subscription".
Cancel direct on Redtail CRM website 🌐
- Reach out to Redtail Technology, Inc.
- Visit Redtail CRM website: Click to visit .
- Login to your account.
- In the menu section, look for any of the following: "Billing", "Subscription", "Payment", "Manage account", "Settings".
- Click the link, then follow the prompts to cancel your subscription.
Cancel Redtail CRM from Paypal: 💳
- Login to www.paypal.com .
- Click "Settings" » "Payments".
- Next, click on "Manage Automatic Payments" in the Automatic Payments dashboard.
- You'll see a list of merchants you've subscribed to. Click on "Redtail CRM" or "Redtail Technology, Inc." to cancel.
How to delete Redtail CRM account:
- Contact Redtail CRM Support directly
- Send an email to support@redtailtechnology.com Click to email requesting that they delete your account.
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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.
6. Redtail CRM was founded in 2003 as the first cloud-based CRM tailored specifically for advisors to provide anywhere, anytime access to their data and processes, an essential need in our increasingly connected world.
7. Access the day-to-day contact information, calendar items, and CRM capabilities necessary for you to manage your client relationships whether you’re in the office, on the road, up in the air, or walking the family dog.
8. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry's most widely used applications.
9. Edit contacts and/or attendees on existing activities.
10. Reach out to your contacts via phone, text or primary email from any page within their contact record.
11. Expand your activities to a card view on the today page to view relevant details.
12. Quick completion or edit options are accessible from an activity’s card view (or with a left swipe on a non-expanded card).
13. Easily access your Contacts A-Z page and your recently viewed contacts, or search your entire database of contacts.
14. Access your Redtail calendar, as well as the calendar of your other database users.
