Overview
What is Intapp CRM?
Intapp aims to turn legacy CRM on its head and offers technology to help financial firms and professionals accelerate growth while ensuring client relationships stay strong. Intapp CRM provides sector and practice 360-degree intelligence to help partners develop key-client plans,…
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Get StartedPricing
What is Intapp CRM?
Intapp aims to turn legacy CRM on its head and offers technology to help financial firms and professionals accelerate growth while ensuring client relationships stay strong. Intapp CRM provides sector and practice 360-degree intelligence to help partners develop key-client plans, enables business…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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What is Redtail CRM?
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
Product Details
- About
- Tech Details
What is Intapp CRM?
Intapp CRM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
