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Warehouse Management System vs Redtail CRM Comparison

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Overview

The GBMS Warehouse Management System (WMS) is designed for single or multi-warehouse companies that want to automate data...

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

No info

  • 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

5.0

5

4

3

2

1

1

0

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

Not enoughreviews yet

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

Not enoughreviews yet

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 review9 months ago
  • Vendor responds to reviews
  • Last review18 days ago

Key features

  • Total features21
  • 3PL Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Barcode / Ticket Scanning
  • Barcode Recognition
  • Barcoding/RFID
  • CRM
  • Client Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Cycle Count
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Event Triggered Actions
  • Forecasting
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Kitting
  • Lead Management
  • Multi-Location
  • Order Management
  • Purchasing & Receiving
  • Quality Management
  • Real Time Synchronization
  • Receiving/Putaway Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Returns Management
  • Search/Filter
  • Serial Number Tracking
  • Shipping Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Warehouse Management
  • Workflow Management
  • Total features28
  • 3PL Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Barcode / Ticket Scanning
  • Barcode Recognition
  • Barcoding/RFID
  • CRM
  • Client Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Cycle Count
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Event Triggered Actions
  • Forecasting
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Kitting
  • Lead Management
  • Multi-Location
  • Order Management
  • Purchasing & Receiving
  • Quality Management
  • Real Time Synchronization
  • Receiving/Putaway Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Returns Management
  • Search/Filter
  • Serial Number Tracking
  • Shipping Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Warehouse Management
  • Workflow Management

Integrations

  • Total integrations2
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations11
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier