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VirtualPBX vs Redtail CRM Comparison

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Overview

Power your business communications using Voice, Video, and SMS by VirtualPBX***** VirtualPBX is a award-winning business...

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

$

14.99

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

Starting from

$

99

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.9

5

4

3

2

1

20

3

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.1

5

4

3

2

1

32

17

12

1

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
82%
would recommend this app

Pros

Tech support has been very responsive. Received an email from customer service/support to arrange a tutorial if I needed help setting up the system - very helpful to make sure I set it up correctly.

CM

Christi M.

Probably my favorite thing about Virtual PBX is the ability to place and receive calls from "the office" from just about anywhere. Their "follow me" features are very convenient.

Dany H.

Set up is quick and easy; Call quality is excellent.

James R.

Pros

Customize fields which is super important because there are certain things that we keep track of that is unique to us and wouldn't necessarily be popular fields found in CRMs.

PD

Pressilla D.

I love that it's built like an Investment software so many of the fields are already related to Finance which is right in the alley for Insurance. And my favorite feature of all is the Reminder.

PD

Pressilla D.

Quicklist feature at the top is super helpful for people you regularly need to contact. Templated notes makes note taking for things like tax season really easy.

OG

Olivia G.

Cons

She tagged the problem, hunted down the right solution and now i get no more calls from one of the biggest scammers in US and no more robo calls.i can actually sleep at night.

JS

Jeff S.

Only problem I had was the switch over from old software to new software, I had a problem with calls no longer being forwarded but it was quickly resolved.

JO

Jason O.

I'm finding it difficult to identify something I don't like about the software.

Joshua M.

Cons

They deny that they have a problem and do not understand financial planning.

WM

William M.

The reporting area is the most-complex, time-consuming, difficult, complicated, horrific, stressful thing I've ever witnessed in my 30+ years in the workforce.

BM

Barbara M.

I don't like the lack of customization options within the different dashboards and views. I find that clunky and difficult to get used to.

AR

Anonymous Reviewer

  • Vendor responds to reviews
  • Last review21 days ago
  • Vendor responds to reviews
  • Last review14 days ago

Key features

  • Total features66
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Archiving & Retention
  • Audio / Video Conferencing
  • Auto-Dialer
  • Automatic Call Distribution
  • CRM
  • Call Center Integration
  • Call Center Management
  • Call Conferencing
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Queues
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Screening
  • Call Tracking
  • Call Transfer
  • Caller ID
  • Caller Profiles
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Computer Telephony Integration
  • Conferencing
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customizable Caller ID
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Employee Directory
  • Event Triggered Actions
  • Fax Management
  • File Sharing
  • File Transfer
  • Hotkeys
  • Interaction Tracking
  • Knowledge Base Management
  • Lead Management
  • Mobile Access
  • Monitoring
  • Multi-User Collaboration
  • Multiple Parties
  • On-Demand Recording
  • Online Voice Transmission
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Reporting
  • Recording
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • SIP Trunking
  • SMS Messaging
  • Scheduled Recording
  • Search/Filter
  • Softphone
  • Tagging
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Unified Communications
  • Video Chat
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Mail
  • Voicemail Transcription
  • Workflow Management
  • Total features28
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Archiving & Retention
  • Audio / Video Conferencing
  • Auto-Dialer
  • Automatic Call Distribution
  • CRM
  • Call Center Integration
  • Call Center Management
  • Call Conferencing
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Queues
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Screening
  • Call Tracking
  • Call Transfer
  • Caller ID
  • Caller Profiles
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Computer Telephony Integration
  • Conferencing
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customizable Caller ID
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Employee Directory
  • Event Triggered Actions
  • Fax Management
  • File Sharing
  • File Transfer
  • Hotkeys
  • Interaction Tracking
  • Knowledge Base Management
  • Lead Management
  • Mobile Access
  • Monitoring
  • Multi-User Collaboration
  • Multiple Parties
  • On-Demand Recording
  • Online Voice Transmission
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Reporting
  • Recording
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Ring Groups
  • SIP Trunking
  • SMS Messaging
  • Scheduled Recording
  • Search/Filter
  • Softphone
  • Tagging
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Unified Communications
  • Video Chat
  • Video Conferencing
  • Virtual Call Center
  • Virtual Extensions
  • VoIP
  • VoIP Connection
  • Voice Mail
  • Voicemail Transcription
  • Workflow Management

Integrations

  • Total integrations12
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Drive
  • Google Workspace
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Teams
  • Pipedrive
  • Salesforce Sales Cloud
  • Slack
  • SugarCRM
  • Wordpress
  • Zapier
  • Zendesk
  • Zoho CRM
  • Total integrations11
  • Dropbox Business
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Drive
  • Google Workspace
  • HubSpot CRM
  • Mailchimp
  • Microsoft 365
  • Microsoft Outlook
  • Microsoft Teams
  • Pipedrive
  • Salesforce Sales Cloud
  • Slack
  • SugarCRM
  • Wordpress
  • Zapier
  • Zendesk
  • Zoho CRM