Capture Mobile. vs Redtail CRM

The Capture Mobile messaging app offers compliance, branding and employee autonomy. The App serves both as a secure business messaging app built for organizations with security and privacy in mind and as a separate enterprise and personal messaging App on a single enterprise or BYOD device, where users have an app associated with an enterprise number and archive all work-related SMS/MMS chats, while tracking when messages are sent, delivered, read and answered. Secure Messaging App: With the Capture Mobile secure texting platform, organizations can manage mobile messaging, secure communications, enforce policies and ensure reliable enterprise communication. Businesses can optimize their secure text messaging experience with our user-friendly app, our web portal, Email to SMS plug-ins and messaging APIs that integrate with your existing CRM, ERP or any other system that you use. The Capture Mobile app offers encrypted messaging from end-to-end, in transit and in rest, keeping your data secure. It also offers: * PIN Code Protection – lock the application on your mobile device with a PIN code so that only you have access to the application. * Message Self-Destruct – messages can be configured to be automatically deleted after a certain period of time. * Group Messaging – create groups and interact with multiple co-workers, making business messages and communication safe, secure and private. * Advanced Delivery Notifications – know whether the message has been sent, delivered, read or expired. * Fallback to SMS – any messages not delivered via the Internet are sent as a standard SMS message. * Files & Attachments – you can send pictures, videos, documents, audio files & even location. * Automation APIs – integrate your current IT systems with TeleMessage using our APIs including REST, SOAP, XML, HTTP and & more. Capture Mobile features include: • Get a 2nd phone number on your iPhone • Text and call any phone number or other app users • Archive all SMS/MMS text messages and call recordings • Search, track and retrieve messages • Deposit mobile messages with any email archiving vendor • Enjoy secure co-worker messaging, group chat, calls • Use from: Web, Mobile, and APIs • Multi-channel broadcast & emergency alerts: Apps, SMS, Voice • Full administration and reporting The Enterprise Number Archiver is a solution: • for communicating with partners, customers, patients, etc. • to manage, control, archive and secure your internal messaging traffic like email • supporting international locations; Corp and BYOD ownership; and vendor or onsite archiving For more information, please visit: http://www.telemessage.com https://www.facebook.com/TeleMessage https://twitter.com/TeleMessage1

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. 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. 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. If you aren’t already a Redtail CRM subscriber, we welcome you to take advantage of our 30-day free trial! The Redtail CRM app is free-to-use for subscribers. Using the Redtail CRM app, you can stay on top of meetings and opportunities and stay connected to your clients, your prospects and your team: Access your Redtail calendar, as well as the calendar of your other database users. View individually or view multiple users’ calendars at once. See your calendar in Day, Month, or Week (with expandable agenda view for each day of the week) views. Expand your activities to a card view on the today page to view relevant details. Quick completion or edit options are accessible from an activity’s card view (or with a left swipe on a non-expanded card). Create, edit, assign, complete and/or delete activities. The date picker for activities features days of the week along with the date in order to facilitate ease of selection. Add contacts and/or attendees to new activities. Edit contacts and/or attendees on existing activities. Easily access your Contacts A-Z page and your recently viewed contacts, or search your entire database of contacts. Quickly access your contacts’ activities, notes, accounts, contact card and details, important information, keywords and tag groups. Be prepared for every meeting, whether it occurs by schedule or by chance. Reach out to your contacts via phone, text or primary email from any page within their contact record. Click a contact’s address to access Maps and driving directions. Add notes to contact records. Adding notes during or directly after a client interaction allows you to document what is important before it can slip from your mind. This also means you aren’t leaving this all-important task to the end of the day, when there may be competing pressures for your attention. Add or edit activities, phone numbers, email addresses, physical addresses, social media addresses and/or website addresses for your contacts. View, edit or add new opportunities to your CRM. About Redtail Technology: 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. 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. 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.